Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth
1M
6M
1Y
All
| NAV: 25 Jan 2022 | ₹13.83 |
| Min. SIP amount | ₹500 |
| Rating | NA |
| Fund size | ₹236.19Cr |
Returns and rankings
Category: Solution Oriented Retirement
Absolute returns
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | -2.7% | 2.5% | 12.8% | 38.3% |
| Category average | NA | NA | 52.1% | NA |
| Rank with in category | 36 | 59 | 56 | NA |
Understand terms
Holdings (43)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Reliance Industries Ltd. | Energy | Equity | 8.9% |
Honeywell Automation India Ltd. | Engineering | Equity | 7.8% |
Housing Development Finance Corpn. Ltd. | Financial | Equity | 6.7% |
Pfizer Ltd. | Healthcare | Equity | 6.2% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 5.8% |
Larsen & Toubro Ltd. | Construction | Equity | 5.1% |
Bayer CropScience Ltd. | Chemicals | Equity | 4.9% |
Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 4.6% |
ICICI Bank Ltd. | Financial | Equity | 4.4% |
Gillette India Ltd. | FMCG | Equity | 3.4% |
See All
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 terms
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
Harshil Suvarnkar
Mar 2021 - Present
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Fund house & investment objective
Fund house contact details
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