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Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth
ELSS • 5Y Lock-in
Equity
Flexi Cap
Moderately High Risk
+18.36%
3Y annualised
-1.11% 1D
NAV: 27 Feb '26
₹22.55
Min. for SIP
₹500
Fund size
₹419.29 Cr
Expense ratio
1.16%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,066 | +0.22% | |
| 1 year | ₹60,000 | ₹62,793 | +4.66% | |
| 3 years | ₹1,80,000 | ₹2,16,228 | +20.13% | |
| 5 years | ₹3,00,000 | ₹4,13,560 | +37.85% |
Holdings (77)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 4.14% |
| AU Small Finance Bank Ltd. | Financial | Equity | 2.54% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 2.44% |
| Tech Mahindra Ltd. | Technology | Equity | 2.35% |
| Eternal Ltd. | Services | Equity | 2.29% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 2.29% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 2.23% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 2.15% |
| Infosys Ltd. | Technology | Equity | 2.14% |
| SJS Enterprises Ltd. | Automobile | Equity | 2.07% |
| Axis Bank Ltd. | Financial | Equity | 2.04% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 1.76% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.75% |
| Swiggy Ltd. | Services | Equity | 1.75% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.73% |
| Vinati Organics Ltd. | Chemicals | Equity | 1.71% |
| Aditya Infotech Ltd. | Communication | Equity | 1.66% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.64% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.63% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.63% |
| Prestige Estates Projects Ltd. | Construction | Equity | 1.59% |
| Ather Energy Ltd. | Automobile | Equity | 1.56% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.53% |
| State Bank of India | Financial | Equity | 1.53% |
| Meesho Ltd. | Services | Equity | 1.50% |
| HDFC Bank Ltd. | Financial | Equity | 1.49% |
| City Union Bank Ltd. | Financial | Equity | 1.45% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 1.40% |
| Aptus Value Housing Finance India Ltd. | Financial | Equity | 1.37% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.37% |
| GAIL (India) Ltd. | Energy | Equity | 1.33% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.33% |
| The Federal Bank Ltd. | Financial | Equity | 1.32% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.31% |
| Kajaria Ceramics Ltd. | Construction | Equity | 1.30% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.29% |
| GMR Airports Ltd. | Construction | Equity | 1.27% |
| Craftsman Automation Ltd. | Automobile | Equity | 1.20% |
| Thermax Ltd. | Capital Goods | Equity | 1.18% |
| JK Cement Ltd. | Construction | Equity | 1.15% |
| Emcure Pharmaceuticals Ltd. | Healthcare | Equity | 1.15% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.15% |
| Persistent Systems Ltd. | Technology | Equity | 1.12% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.09% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 1.08% |
| Greenply Industries Ltd. | Consumer Staples | Equity | 1.08% |
| Coforge Ltd. | Technology | Equity | 1.06% |
| SBFC Finance Ltd. | Financial | Equity | 1.02% |
| Firstsource Solutions Ltd. | Services | Equity | 0.98% |
| PB Fintech Ltd. | Services | Equity | 0.94% |
| Reliance Industries Ltd. | Energy | Equity | 0.94% |
| VRL Logistics Ltd. | Services | Equity | 0.94% |
| Sobha Ltd. | Construction | Equity | 0.93% |
| NTPC Ltd. | Energy | Equity | 0.91% |
| Avenue Supermarts Ltd. | Services | Equity | 0.91% |
| M&B Engineering Ltd. | Construction | Equity | 0.88% |
| Atul Ltd. | Chemicals | Equity | 0.85% |
| L&T Technology Services Ltd. | Technology | Equity | 0.85% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 0.84% |
| Balrampur Chini Mills Ltd. | Consumer Staples | Equity | 0.83% |
| Cyient Ltd. | Technology | Equity | 0.82% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.80% |
| Computer Age Management Services Ltd. | Services | Equity | 0.77% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 0.76% |
| Bank of Maharashtra | Financial | Equity | 0.72% |
| Mahanagar Gas Ltd. | Energy | Equity | 0.70% |
| HDB Financial Services Ltd. | Financial | Equity | 0.58% |
| Shilpa Medicare Ltd. | Healthcare | Equity | 0.55% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.53% |
| Emmvee Photovoltaic Power Ltd. | Energy | Equity | 0.53% |
| PI Industries Ltd. | Chemicals | Equity | 0.52% |
| Praj Industries Ltd. | Capital Goods | Equity | 0.44% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.39% |
| CreditAccess Grameen Ltd. | Financial | Equity | 0.29% |
| GOI | Sovereign | GOI Sec | 0.25% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.03% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. 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 | +24.2% | +18.4% | +12.2% | +12.4% |
| Category average (Equity Flexi Cap) | +2.2% | +16.0% | +15.6% | -- |
| Rank (Equity Flexi Cap) | 4 | 35 | 46 | -- |
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) | |
|---|---|---|---|---|
HDFC Flexi Cap Direct Plan Growth | +19.55% | +23.53% | 97,451.56 | |
Invesco India Flexi Cap Fund Direct Growth | +15.32% | +22.22% | 4,584.14 | |
Parag Parikh Flexi Cap Fund Direct Growth | +10.14% | +20.94% | 1,33,969.81 | |
HSBC Flexi Cap Fund Direct Growth | +19.40% | +20.16% | 5,317.76 | |
Franklin India Flexi Cap Fund Direct Growth | +14.88% | +20.11% | 19,528.04 | |
| 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 ₹4,39,074 Cr and the Latest NAV as of 27 Feb 2026 is ₹22.55.
The Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth is rated Moderately 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₹4,39,074.17 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,