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Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth
+17.13%
3Y annualised
-0.74% 1D
NAV: 11 Jun '26
₹23.37
Min. for SIP
₹500
Fund size (AUM)
₹433.33 Cr
Expense ratio
1.14%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹31,268 | +4.23% | |
| 1 year | ₹60,000 | ₹63,018 | +5.03% | |
| 3 years | ₹1,80,000 | ₹2,14,286 | +19.05% | |
| 5 years | ₹3,00,000 | ₹4,18,703 | +39.57% |
Holdings (78)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 3.74% |
| Aditya Infotech Ltd. | Technology | Equity | 2.70% |
| HDFC Bank Ltd | Financial | Equity | 2.34% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 2.27% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 2.20% |
| Hindalco Industries Ltd | Materials | Equity | 2.18% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 2.18% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 2.17% |
| Jindal Steel & Power Ltd | Materials | Equity | 2.14% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 2.04% |
| Zomato Ltd | Technology | Equity | 2.00% |
| Reverse Repo | Unspecified | Reverse Repo | 1.88% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 1.84% |
| Axis Bank Ltd | Financial | Equity | 1.82% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 1.81% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.79% |
| Shilpa Medicare Ltd | Healthcare | Equity | 1.75% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.73% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.73% |
| Kajaria Ceramics Ltd | Industrials | Equity | 1.66% |
| Tech Mahindra Ltd | Technology | Equity | 1.64% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.63% |
| Thermax Ltd | Industrials | Equity | 1.61% |
| Meesho Ltd. | Consumer Discretionary | Equity | 1.61% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.54% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 1.50% |
| Swiggy Ltd. | Technology | Equity | 1.48% |
| State Bank of India | Financial | Equity | 1.46% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.44% |
| Vinati Organics Ltd | Materials | Equity | 1.43% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 1.39% |
| Trent Ltd | Consumer Discretionary | Equity | 1.34% |
| Coforge Ltd | Technology | Equity | 1.30% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.29% |
| Emcure Pharmaceuticals Ltd. | Healthcare | Equity | 1.27% |
| The Federal Bank Ltd | Financial | Equity | 1.27% |
| City Union Bank Ltd | Financial | Equity | 1.26% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 1.26% |
| Infosys Ltd | Technology | Equity | 1.24% |
| SBI Life Insurance Company Ltd | Financial | Equity | 1.24% |
| Greenply Industries Ltd | Materials | Equity | 1.24% |
| Ambuja Cements Ltd | Materials | Equity | 1.23% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 1.22% |
| Varun Beverages Ltd | Consumer Staples | Equity | 1.21% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.20% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 1.10% |
| JK Cement Ltd | Materials | Equity | 1.07% |
| SBFC Finance Ltd | Financial | Equity | 1.07% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.04% |
| Shivalik Bimetal Controls Ltd | Industrials | Equity | 1.03% |
| Balrampur Chini Mills Ltd | Consumer Staples | Equity | 1.00% |
| NTPC Ltd | Energy & Utilities | Equity | 0.99% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 0.93% |
| PB Fintech Ltd | Financial | Equity | 0.92% |
| Atul Ltd | Materials | Equity | 0.91% |
| M&B Engineering Ltd. | Industrials | Equity | 0.89% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.87% |
| Persistent Systems Ltd | Technology | Equity | 0.86% |
| VRL Logistics Ltd | Industrials | Equity | 0.85% |
| Bank of Maharashtra | Financial | Equity | 0.83% |
| L&T Technology Services Ltd | Technology | Equity | 0.80% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.80% |
| Computer Age Management Services Ltd | Financial | Equity | 0.79% |
| Mahanagar Gas Ltd | Energy & Utilities | Equity | 0.73% |
| Sobha Ltd | Real Estate | Equity | 0.69% |
| Firstsource Solutions Ltd | Industrials | Equity | 0.64% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.62% |
| Cyient Ltd | Technology | Equity | 0.61% |
| Praj Industries Ltd | Industrials | Equity | 0.60% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 0.59% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.51% |
| Kirloskar Brothers Ltd | Industrials | Equity | 0.49% |
| PI Industries Ltd | Materials | Equity | 0.48% |
| Supreme Industries Ltd | Materials | Equity | 0.38% |
| Net Receivables | Unspecified | Net Receivables | 0.37% |
| GOI Sec 7.17 17/04/2030 | Entities | GOI Securities | 0.24% |
| Kwality Walls India Ltd | Consumer Staples | Equity | 0.02% |
| 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 | +6.0% | +17.1% | +11.8% | +12.4% |
| Category average (Equity Flexi Cap) | +2.2% | +16.0% | +15.6% | -- |
| Rank (Equity Flexi Cap) | 2 | 10 | 25 | -- |
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) | |
|---|---|---|---|---|
 | +2.31% | +19.26% | 1,290.33 | |
 | -1.86% | +17.22% | 1,01,821.82 | |
 | -0.91% | +17.20% | 5,538.48 | |
 | -3.75% | +15.15% | 1,40,949.13 | |
 | -7.49% | +14.08% | 19,049.25 | |
| 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 ₹4,23,182 Cr and the Latest NAV as of 11 Jun 2026 is ₹23.37.
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₹4,23,182.21 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,