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Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth
ELSS • 5Y Lock-in
Equity
Flexi Cap
Moderately High Risk
+17.26%
3Y annualised
0.00% 1D
NAV: 16 Jan '26
₹22.72
Min. SIP amount
₹500
Fund size
₹431.14 Cr
Expense ratio
1.16%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹64,018 | +6.70% | |
| 3 years | ₹1,80,000 | ₹2,21,616 | +23.12% | |
| 5 years | ₹3,00,000 | ₹4,22,187 | +40.73% |
Holdings (78)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 3.99% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 2.51% |
| AU Small Finance Bank Ltd. | Financial | Equity | 2.50% |
| State Bank of India | Financial | Equity | 2.26% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 2.17% |
| Eternal Ltd. | Services | Equity | 2.09% |
| Tech Mahindra Ltd. | Technology | Equity | 2.09% |
| SJS Enterprises Ltd. | Automobile | Equity | 2.05% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 2.05% |
| Infosys Ltd. | Technology | Equity | 2.05% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 2.02% |
| RateGain Travel Technologies Ltd. | Technology | Equity | 1.90% |
| Ather Energy Ltd. | Automobile | Equity | 1.84% |
| Axis Bank Ltd. | Financial | Equity | 1.84% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.82% |
| Cipla Ltd. | Healthcare | Equity | 1.81% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.77% |
| Vinati Organics Ltd. | Chemicals | Equity | 1.73% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.71% |
| Prestige Estates Projects Ltd. | Construction | Equity | 1.68% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.64% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.55% |
| HDFC Bank Ltd. | Financial | Equity | 1.55% |
| Meesho Ltd. | Services | Equity | 1.51% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.44% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.39% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 1.39% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.38% |
| GMR Airports Ltd. | Construction | Equity | 1.37% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.37% |
| City Union Bank Ltd. | Financial | Equity | 1.36% |
| Kajaria Ceramics Ltd. | Construction | Equity | 1.36% |
| Aptus Value Housing Finance India Ltd. | Financial | Equity | 1.35% |
| GAIL (India) Ltd. | Energy | Equity | 1.33% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.29% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.28% |
| Greenply Industries Ltd. | Consumer Staples | Equity | 1.25% |
| Craftsman Automation Ltd. | Automobile | Equity | 1.23% |
| Thermax Ltd. | Capital Goods | Equity | 1.20% |
| The Federal Bank Ltd. | Financial | Equity | 1.19% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.18% |
| Persistent Systems Ltd. | Technology | Equity | 1.13% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.11% |
| Emcure Pharmaceuticals Ltd. | Healthcare | Equity | 1.04% |
| Coforge Ltd. | Technology | Equity | 1.04% |
| M&B Engineering Ltd. | Construction | Equity | 1.03% |
| Reliance Industries Ltd. | Energy | Equity | 1.03% |
| PB Fintech Ltd. | Services | Equity | 1.01% |
| Firstsource Solutions Ltd. | Services | Equity | 1.01% |
| L&T Technology Services Ltd. | Technology | Equity | 0.99% |
| Emmvee Photovoltaic Power Ltd. | Energy | Equity | 0.92% |
| Sobha Ltd. | Construction | Equity | 0.91% |
| Avenue Supermarts Ltd. | Services | Equity | 0.91% |
| VRL Logistics Ltd. | Services | Equity | 0.91% |
| Eureka Forbes Ltd. | Metals & Mining | Equity | 0.88% |
| Balrampur Chini Mills Ltd. | Consumer Staples | Equity | 0.85% |
| NTPC Ltd. | Energy | Equity | 0.82% |
| Aditya Infotech Ltd. | Communication | Equity | 0.82% |
| Atul Ltd. | Chemicals | Equity | 0.82% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.80% |
| Computer Age Management Services Ltd. | Services | Equity | 0.80% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 0.79% |
| Cyient Ltd. | Technology | Equity | 0.79% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 0.74% |
| Mahanagar Gas Ltd. | Energy | Equity | 0.74% |
| Bank of Maharashtra | Financial | Equity | 0.66% |
| Bikaji Foods International Ltd. | Consumer Staples | Equity | 0.66% |
| HDB Financial Services Ltd. | Financial | Equity | 0.61% |
| Shilpa Medicare Ltd. | Healthcare | Equity | 0.59% |
| United Breweries Ltd. | Consumer Staples | Equity | 0.54% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.52% |
| PI Industries Ltd. | Chemicals | Equity | 0.51% |
| Praj Industries Ltd. | Capital Goods | Equity | 0.47% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.36% |
| CreditAccess Grameen Ltd. | Financial | Equity | 0.27% |
| GOI | Sovereign | GOI Sec | 0.24% |
| Kwality Walls India Ltd. | Consumer Staples | Equity | 0.03% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.01% |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +12.7% | +17.3% | +12.8% | +12.7% |
| Category average (Equity Flexi Cap) | +2.2% | +16.0% | +15.6% | -- |
| Rank (Equity Flexi Cap) | 12 | 36 | 44 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Invesco India Flexi Cap Fund Direct Growth | +4.39% | +22.56% | 4,723.38 | |
HDFC Flexi Cap Direct Plan Growth | +14.50% | +22.44% | 96,294.99 | |
Parag Parikh Flexi Cap Fund Direct Growth | +9.07% | +22.10% | 1,33,308.62 | |
HSBC Flexi Cap Fund Direct Growth | +5.88% | +20.36% | 5,227.12 | |
Franklin India Flexi Cap Fund Direct Growth | +7.10% | +18.96% | 19,971.64 | |
| Compare | ||||
Fund management
JBJonas BhuttaOct 2024 - PresentView details
JB
Jonas Bhutta
Oct 2024 - Present
View details
About Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth
Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Jonas Bhutta is the Current Fund Manager of Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,30,736 Cr and the Latest NAV as of 16 Jan 2026 is ₹22.72.
The Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000.
;
Investment Objective
The Scheme seeks to invest primarily in a well-diversified portfolio of equity and equity related securities.
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#4 in India
Total AUM₹4,30,735.61 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,