Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth

Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth

Solution Oriented
Retirement
Moderately High Risk
5Y Lock Inlock
36.05%
1Y return
+0.54% 1D
1M
6M
1Y
All
NAV: 21 Sep 2021₹14.14
Min. SIP amount₹500
Rating4star
Fund size₹222.46 Cr

Returns and rankings

Category: Solution Oriented Retirement
Absolute returns
3M6M1YAll
Fund returns6.6%12.2%36.0%41.4%
Category averageNANA52.1%NA
Rank with in category585852NA
Understand termsinfo

Holdings (41)

NameSectorInstrumentAssets
FinancialEquity9.0%
EngineeringEquity7.3%
Reliance Industries Ltd - Partly Paid Equity
EnergyPPE7.2%
HealthcareEquity7.2%
ChemicalsEquity5.7%
FinancialEquity5.6%
FinancialEquity4.4%
ConstructionEquity4.4%
HealthcareEquity3.9%
FMCGEquity3.8%
See All

Pros and cons

info
Category: Solution Oriented Retirement
thumb_up_alt

Pros

Lower expense ratio - 0.92%
Exit load is zero
thumb_down_alt

Cons

Age is less than 5 years
1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.92%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Ajay Garg
Feb 2019 - Present
View details
keyboard_arrow_down
Pranay Sinha
Feb 2019 - Present
View details
keyboard_arrow_down
Harshil Suvarnkar
Mar 2021 - Present
View details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.8.9
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle