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Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth
+14.62%
3Y annualised
+1.03% 1D
NAV: 09 Oct '26
₹24.46
Min. for SIP
₹500
Fund size (AUM)
₹465.36 Cr
Expense ratio
1.33%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,619 | -1.27% | |
| 1 year | ₹60,000 | ₹62,060 | +3.43% | |
| 3 years | ₹1,80,000 | ₹2,09,224 | +16.24% | |
| 5 years | ₹3,00,000 | ₹4,14,742 | +38.25% |
Holdings (81)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Repo | Unspecified | Repo | 3.93% |
| ICICI Bank Ltd | Financial | Equity | 3.64% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 3.22% |
| Aditya Infotech Ltd. | Technology | Equity | 3.01% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 2.53% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 2.37% |
| Zomato Ltd | Technology | Equity | 2.31% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 2.31% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 2.07% |
| Ajanta Pharma Ltd | Healthcare | Equity | 2.06% |
| HDFC Bank Ltd | Financial | Equity | 2.00% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 1.87% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 1.85% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.85% |
| Hindalco Industries Ltd | Materials | Equity | 1.84% |
| Coforge Ltd | Technology | Equity | 1.67% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 1.62% |
| Kirloskar Brothers Ltd | Industrials | Equity | 1.58% |
| Shivalik Bimetal Controls Ltd | Industrials | Equity | 1.57% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 1.54% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 1.53% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.51% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.49% |
| Tech Mahindra Ltd | Technology | Equity | 1.48% |
| PNB Housing Finance Ltd | Financial | Equity | 1.47% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.43% |
| Bajaj Finance Ltd | Financial | Equity | 1.40% |
| Emcure Pharmaceuticals Ltd. | Healthcare | Equity | 1.37% |
| Varun Beverages Ltd | Consumer Staples | Equity | 1.37% |
| Britannia Industries Ltd | Consumer Staples | Equity | 1.34% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.31% |
| The Federal Bank Ltd | Financial | Equity | 1.31% |
| City Union Bank Ltd | Financial | Equity | 1.31% |
| Greenply Industries Ltd | Materials | Equity | 1.29% |
| Swiggy Ltd. | Technology | Equity | 1.27% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.25% |
| Cyient DLM Ltd. | Industrials | Equity | 1.25% |
| State Bank of India | Financial | Equity | 1.22% |
| Vedanta Aluminium Metal Ltd | Materials | Equity | 1.22% |
| Balrampur Chini Mills Ltd | Consumer Staples | Equity | 1.18% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 1.17% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.12% |
| Capillary Technologies India Ltd. | Technology | Equity | 1.10% |
| SBI Life Insurance Company Ltd | Financial | Equity | 1.07% |
| Union Bank of India | Financial | Equity | 1.02% |
| Ambuja Cements Ltd | Materials | Equity | 0.96% |
| JK Cement Ltd | Materials | Equity | 0.95% |
| SBFC Finance Ltd | Financial | Equity | 0.92% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.91% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 0.89% |
| Persistent Systems Ltd | Technology | Equity | 0.88% |
| Infosys Ltd | Technology | Equity | 0.88% |
| Ram Ratna Wires Ltd | Industrials | Equity | 0.88% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.86% |
| Thermax Ltd | Industrials | Equity | 0.85% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.85% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.81% |
| Vinati Organics Ltd | Materials | Equity | 0.81% |
| Trent Ltd | Consumer Discretionary | Equity | 0.78% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.78% |
| Meesho Ltd. | Consumer Discretionary | Equity | 0.77% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.76% |
| NTPC Ltd | Energy & Utilities | Equity | 0.75% |
| Firstsource Solutions Ltd | Industrials | Equity | 0.71% |
| L&T Technology Services Ltd | Technology | Equity | 0.67% |
| Aditya Vision Ltd | Consumer Discretionary | Equity | 0.62% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.59% |
| PB Fintech Ltd | Financial | Equity | 0.55% |
| CreditAccess Grameen Ltd | Financial | Equity | 0.53% |
| United Spirits Ltd | Consumer Staples | Equity | 0.49% |
| Go Digit General Insurance Ltd. | Financial | Equity | 0.48% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.48% |
| Orient Cables (India) Ltd. | Industrials | Equity | 0.43% |
| Praj Industries Ltd | Industrials | Equity | 0.42% |
| Supreme Industries Ltd | Materials | Equity | 0.34% |
| Dynamatic Technologies Ltd | Consumer Discretionary | Equity | 0.31% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 0.28% |
| GOI Sec 7.17 17/04/2030 | Entities | GOI Securities | 0.22% |
| VRL Logistics Ltd | Industrials | Equity | 0.18% |
| Atul Ltd | Materials | Equity | 0.15% |
| Net Payables | Unspecified | Net Payables | -0.09% |
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 | +9.3% | +14.6% | +11.0% | +12.4% |
| Category average (Equity Flexi Cap) | -2.0% | +10.6% | +9.6% | +13.9% |
| Rank (Equity Flexi Cap) | 3 | 9 | 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) | |
|---|---|---|---|---|
 | +7.75% | +17.78% | 2,952.99 | |
 | +9.51% | +17.59% | 1,588.12 | |
 | +2.70% | +14.46% | 5,748.73 | |
 | -4.25% | +13.97% | 1,08,546.97 | |
 | -7.78% | +8.90% | 19,384.81 | |
| 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 ₹4,43,789 Cr and the Latest NAV as of 09 Oct 2026 is ₹24.46.
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₹4,43,788.75 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,