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AllocationRetirement

Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl

3Y Annualised

15.72%

1.37% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

2.61%

1.37% 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 9 months

NIFTY 50

6 years 2 months

FD

9 years 7 months

Fund info

NAV on 2026-04-10

₹16.32

Fund size

₹422.27 Cr

Min. SIP amount

₹500

Min. Lumpsum amount

₹1000

Exit load

0%

Nil

Risk Profile

Very High Risk

Fund Managers

AG
Ajay GargFund Manager Since 12 Mar 2019
HS
Harshil SuvarnkarFund Manager Since 22 Mar 2021

About Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl

Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl 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 Pyt of Inc Dis cum Cap Wdrl has ₹422.27 Cr worth of assets under management (AUM) as of Sat Apr 11 2026. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl as of Fri Apr 10 2026 is ₹16.32. The fund has an expense ratio of 2.41%, which is medium comparable to most other Allocation funds.

Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl returns for the last 1 year are 17.96%. Since launch, it has delivered 10.09% average annual returns.

The Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl has the majority of its money invested in Financial Services, Industrials, Consumer Defensive, Basic Materials, Consumer Cyclical sectors.

Top 5 Holdings of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl.

  1. ICICI Bank Ltd: 4.04%
  2. Kirloskar Oil Engines Ltd: 2.67%
  3. AU Small Finance Bank Ltd: 2.39%
  4. Aditya Infotech Ltd: 2.37%
  5. Godrej Consumer Products Ltd: 2.28%

AMC Information

NameAditya Birla Sun Life AMC Ltd
Founding Date2019-03-12
Emailabslamc.cs@adityabirlacapital.com
Phone+91 22 4356 8008/ 8000
Websitehttps://mutualfund.adityabirlacapital.com/
AddressAditya 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 Pyt of Inc Dis cum Cap Wdrl

Short Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

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Calculate Your Returns

Estimated Returns in 3 Years (Based on past 3Y returns)

₹0

Total Amount

₹0

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