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Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth
+18.28%
3Y annualised
-0.58% 1D
NAV: 30 Apr '26
₹23.08
Min. for SIP
₹500
Fund size (AUM)
₹382.27 Cr
Expense ratio
2.18%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,752 | +2.51% | |
| 1 year | ₹60,000 | ₹62,703 | +4.50% | |
| 3 years | ₹1,80,000 | ₹2,15,114 | +19.51% | |
| 5 years | ₹3,00,000 | ₹4,15,834 | +38.61% |
Holdings (76)
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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 | +14.5% | +18.3% | +13.0% | +12.4% |
| Category average (Equity Flexi Cap) | +2.2% | +16.0% | +15.6% | -- |
| Rank (Equity Flexi Cap) | 4 | 21 | 38 | -- |
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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
JM Flexicap Fund Direct Plan Growth | +0.19% | +20.03% | 4,504.47 | |
HDFC Flexi Cap Direct Plan Growth | +1.90% | +19.55% | 91,334.91 | |
HSBC Flexi Cap Fund Direct Growth | +8.86% | +19.17% | 4,724.03 | |
Parag Parikh Flexi Cap Fund Direct Growth | +4.44% | +17.64% | 1,28,966.48 | |
Franklin India Flexi Cap Fund Direct Growth | -0.61% | +16.92% | 17,535.63 | |
| 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 ₹3,86,321 Cr and the Latest NAV as of 30 Apr 2026 is ₹23.08.
The Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000.
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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₹3,86,320.68 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,