AG
Ajay GargFund Manager Since 12 Mar 2019
AllocationRetirement
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth
3Y Annualised
16.46%
0.22% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.68%
0.22% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 7 months
NIFTY 50
8 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹433.33 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
1.79%
2nd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
1.79%
3rd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
1.78%
4th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth
1.68%
5th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Reinvst of Inc Dis cum Cap Wdrl
1.67%
Fund Managers
HS
Harshil SuvarnkarFund Manager Since 22 Mar 2021
About Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth is a Allocation mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 7 years, having been launched on 2019-03-12. Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth has ₹433.33 Cr worth of assets under management (AUM) as of Tue Jun 09 2026. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth as of Fri Jun 05 2026 is ₹21.277. The fund has an expense ratio of 2.1%, which is medium comparable to most other Allocation funds.
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth returns for the last 1 year are 8.58%. Since launch, it has delivered 10.99% average annual returns.
The Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth has the majority of its money invested in Financial Services, Industrials, Consumer Cyclical, Basic Materials, Consumer Defensive sectors.
Top 5 Holdings of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth.
- ICICI Bank Ltd: 3.74%
- Aditya Infotech Ltd: 2.70%
- HDFC Bank Ltd: 2.34%
- Ather Energy Ltd: 2.27%
- Kirloskar Oil Engines Ltd: 2.20%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2019-03-12 |
| abslamc.cs@adityabirlacapital.com | |
| Phone | +91 22 4356 8008/ 8000 |
| Website | https://mutualfund.adityabirlacapital.com/ |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mills, Senapati Bapat Marg, Elphinstone Road,Mumbai - 400013 |
Tax Implications of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
AllocationEquity Savings
3Y CAGR
8.74%
expense ratio
0.45%
fund size
₹1087.37 Cr
Aditya Birla Sun Life Consumption Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
10.27%
expense ratio
0.71%
fund size
₹5996.27 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
9.08%
expense ratio
0.82%
fund size
₹1479.28 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
13.59%
expense ratio
0.83%
fund size
₹14378.23 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.33%
fund size
₹3097.75 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
