| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.00% |
| NAV | ₹9.90 (13 Jul 2020) |
|---|---|
| Fund Started | 19 Feb 2019 |
| Fund Size | ₹137 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 9.6% |
| Honeywell Automation India Ltd. | Engineering | Equity | 8.7% |
| Pfizer Ltd. | Healthcare | Equity | 8.0% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 7.4% |
| Bayer CropScience Ltd. | Healthcare | Equity | 7.3% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 5.5% |
| Gillette India Ltd. | FMCG | Equity | 4.5% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.7% |
| Johnson Controls - Hitachi Air Conditioning India Ltd. | Cons Durable | Equity | 3.4% |
| Shree Cement Ltd. | Construction | Equity | 3.0% |
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 19 Feb 2019. Ajay Garg 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 ₹137 Cr and the Latest NAV as of 13 Jul 2020 is ₹9.90.
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 1000.
The Scheme seeks to invest primarily in a well-diversified portfolio of equity and equity related securities.
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.