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Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth
+17.67%
3Y annualised
+0.24% 1D
NAV: 28 Aug '26
₹25.86
Min. for SIP
₹500
Fund size (AUM)
₹473.12 Cr
Expense ratio
1.35%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹32,445 | +8.15% | |
| 1 year | ₹60,000 | ₹66,733 | +11.22% | |
| 3 years | ₹1,80,000 | ₹2,27,203 | +26.22% | |
| 5 years | ₹3,00,000 | ₹4,47,209 | +49.07% |
Holdings (81)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 3.89% |
| Aditya Infotech Ltd. | Technology | Equity | 3.52% |
| Repo | Unspecified | Repo | 3.25% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 2.80% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 2.63% |
| Zomato Ltd | Technology | Equity | 2.25% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 2.11% |
| HDFC Bank Ltd | Financial | Equity | 2.08% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 2.04% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 2.00% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.94% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.93% |
| Hindalco Industries Ltd | Materials | Equity | 1.88% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.77% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 1.72% |
| Coforge Ltd | Technology | Equity | 1.71% |
| Tech Mahindra Ltd | Technology | Equity | 1.68% |
| Kirloskar Brothers Ltd | Industrials | Equity | 1.64% |
| Axis Bank Ltd | Financial | Equity | 1.62% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.61% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 1.60% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.55% |
| Britannia Industries Ltd | Consumer Staples | Equity | 1.48% |
| The Federal Bank Ltd | Financial | Equity | 1.46% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.45% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 1.44% |
| Swiggy Ltd. | Technology | Equity | 1.42% |
| Varun Beverages Ltd | Consumer Staples | Equity | 1.38% |
| Emcure Pharmaceuticals Ltd. | Healthcare | Equity | 1.36% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.36% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.35% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.35% |
| State Bank of India | Financial | Equity | 1.29% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 1.28% |
| Cyient DLM Ltd. | Industrials | Equity | 1.26% |
| Greenply Industries Ltd | Materials | Equity | 1.21% |
| Shilpa Medicare Ltd | Healthcare | Equity | 1.20% |
| Vinati Organics Ltd | Materials | Equity | 1.19% |
| City Union Bank Ltd | Financial | Equity | 1.18% |
| SBI Life Insurance Company Ltd | Financial | Equity | 1.17% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 1.15% |
| Ambuja Cements Ltd | Materials | Equity | 1.10% |
| Infosys Ltd | Technology | Equity | 1.09% |
| Shivalik Bimetal Controls Ltd | Industrials | Equity | 1.08% |
| Thermax Ltd | Industrials | Equity | 1.06% |
| Balrampur Chini Mills Ltd | Consumer Staples | Equity | 1.03% |
| JK Cement Ltd | Materials | Equity | 1.01% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.00% |
| SBFC Finance Ltd | Financial | Equity | 0.96% |
| Persistent Systems Ltd | Technology | Equity | 0.91% |
| Trent Ltd | Consumer Discretionary | Equity | 0.88% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.86% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.84% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.84% |
| Firstsource Solutions Ltd | Industrials | Equity | 0.82% |
| VRL Logistics Ltd | Industrials | Equity | 0.82% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.82% |
| PNB Housing Finance Ltd | Financial | Equity | 0.81% |
| PB Fintech Ltd | Financial | Equity | 0.81% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.79% |
| NTPC Ltd | Energy & Utilities | Equity | 0.79% |
| L&T Technology Services Ltd | Technology | Equity | 0.72% |
| M&B Engineering Ltd. | Industrials | Equity | 0.72% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 0.68% |
| CreditAccess Grameen Ltd | Financial | Equity | 0.66% |
| Aditya Vision Ltd | Consumer Discretionary | Equity | 0.65% |
| Meesho Ltd. | Consumer Discretionary | Equity | 0.61% |
| Sobha Ltd | Real Estate | Equity | 0.61% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.60% |
| Capillary Technologies India Ltd. | Technology | Equity | 0.56% |
| United Spirits Ltd | Consumer Staples | Equity | 0.54% |
| Union Bank of India | Financial | Equity | 0.53% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.52% |
| Go Digit General Insurance Ltd. | Financial | Equity | 0.47% |
| Praj Industries Ltd | Industrials | Equity | 0.42% |
| Supreme Industries Ltd | Materials | Equity | 0.34% |
| Net Receivables | Unspecified | Net Receivables | 0.24% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 0.23% |
| GOI Sec 7.17 17/04/2030 | Entities | GOI Securities | 0.22% |
| Atul Ltd | Materials | Equity | 0.17% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference 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 | +18.8% | +17.7% | +13.8% | +13.6% |
| Category average (Equity Flexi Cap) | +2.2% | +16.0% | +15.6% | -- |
| Rank (Equity Flexi Cap) | 3 | 12 | 11 | -- |
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) | |
|---|---|---|---|---|
 | +18.05% | +22.17% | 2,786.40 | |
 | +17.78% | +20.00% | 1,467.30 | |
 | +6.56% | +17.65% | 1,10,736.41 | |
 | +0.00% | +14.43% | 1,48,429.00 | |
 | +1.80% | +13.23% | 19,509.44 | |
| 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 ₹4,39,764 Cr and the Latest NAV as of 28 Aug 2026 is ₹25.86.
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.
;
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₹4,39,763.79 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,