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Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth
+16.58%
3Y annualised
+0.47% 1D
NAV: 21 Jul '26
₹25.24
Min. for SIP
₹500
Fund size (AUM)
₹463.56 Cr
Expense ratio
1.30%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹32,610 | +8.70% | |
| 1 year | ₹60,000 | ₹66,214 | +10.36% | |
| 3 years | ₹1,80,000 | ₹2,24,654 | +24.81% | |
| 5 years | ₹3,00,000 | ₹4,40,827 | +46.94% |
Holdings (80)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Aditya Infotech Ltd. | Technology | Equity | 3.96% |
| ICICI Bank Ltd | Financial | Equity | 3.80% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 2.87% |
| Reverse Repo | Unspecified | Reverse Repo | 2.79% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 2.58% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 2.49% |
| Shilpa Medicare Ltd | Healthcare | Equity | 2.40% |
| HDFC Bank Ltd | Financial | Equity | 2.26% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 2.21% |
| Trent Ltd | Consumer Discretionary | Equity | 2.04% |
| Zomato Ltd | Technology | Equity | 2.01% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.96% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 1.93% |
| Hindalco Industries Ltd | Materials | Equity | 1.88% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 1.87% |
| Axis Bank Ltd | Financial | Equity | 1.81% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.74% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 1.73% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.72% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.67% |
| Varun Beverages Ltd | Consumer Staples | Equity | 1.61% |
| Coforge Ltd | Technology | Equity | 1.49% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.47% |
| Tech Mahindra Ltd | Technology | Equity | 1.46% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 1.41% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.39% |
| The Federal Bank Ltd | Financial | Equity | 1.37% |
| Vinati Organics Ltd | Materials | Equity | 1.35% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 1.35% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.33% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 1.32% |
| State Bank of India | Financial | Equity | 1.32% |
| Emcure Pharmaceuticals Ltd. | Healthcare | Equity | 1.30% |
| Thermax Ltd | Industrials | Equity | 1.30% |
| Greenply Industries Ltd | Materials | Equity | 1.28% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 1.26% |
| Shivalik Bimetal Controls Ltd | Industrials | Equity | 1.22% |
| Swiggy Ltd. | Technology | Equity | 1.22% |
| City Union Bank Ltd | Financial | Equity | 1.21% |
| SBI Life Insurance Company Ltd | Financial | Equity | 1.12% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.11% |
| Ambuja Cements Ltd | Materials | Equity | 1.09% |
| Kirloskar Brothers Ltd | Industrials | Equity | 1.05% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.03% |
| JK Cement Ltd | Materials | Equity | 1.03% |
| Balrampur Chini Mills Ltd | Consumer Staples | Equity | 0.99% |
| Infosys Ltd | Technology | Equity | 0.98% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.98% |
| SBFC Finance Ltd | Financial | Equity | 0.98% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.84% |
| PB Fintech Ltd | Financial | Equity | 0.84% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.83% |
| Cera Sanitaryware Ltd | Industrials | Equity | 0.83% |
| NTPC Ltd | Energy & Utilities | Equity | 0.83% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.82% |
| PNB Housing Finance Ltd | Financial | Equity | 0.82% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 0.79% |
| M&B Engineering Ltd. | Industrials | Equity | 0.78% |
| VRL Logistics Ltd | Industrials | Equity | 0.74% |
| Persistent Systems Ltd | Technology | Equity | 0.73% |
| Aditya Vision Ltd | Consumer Discretionary | Equity | 0.69% |
| Meesho Ltd. | Consumer Discretionary | Equity | 0.66% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.65% |
| L&T Technology Services Ltd | Technology | Equity | 0.65% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 0.64% |
| Firstsource Solutions Ltd | Industrials | Equity | 0.64% |
| Sobha Ltd | Real Estate | Equity | 0.62% |
| Mahanagar Gas Ltd | Energy & Utilities | Equity | 0.60% |
| Go Digit General Insurance Ltd. | Financial | Equity | 0.60% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.57% |
| Cyient Ltd | Technology | Equity | 0.57% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.50% |
| Praj Industries Ltd | Industrials | Equity | 0.48% |
| PI Industries Ltd | Materials | Equity | 0.37% |
| Supreme Industries Ltd | Materials | Equity | 0.31% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 0.24% |
| GOI Sec 7.17 17/04/2030 | Entities | GOI Securities | 0.22% |
| Net Receivables | Unspecified | Net Receivables | 0.20% |
| Atul Ltd | Materials | Equity | 0.16% |
| 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 | +13.5% | +16.6% | +13.5% | +13.4% |
| Category average (Equity Flexi Cap) | +2.2% | +16.0% | +15.6% | -- |
| Rank (Equity Flexi Cap) | 2 | 11 | 15 | -- |
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) | |
|---|---|---|---|---|
 | +9.67% | +21.79% | 2,615.05 | |
 | +9.78% | +19.90% | 1,412.22 | |
 | +3.33% | +17.35% | 1,06,495.63 | |
 | -0.79% | +14.30% | 1,43,388.43 | |
 | -1.96% | +13.87% | 19,274.14 | |
| 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 ₹4,25,621 Cr and the Latest NAV as of 21 Jul 2026 is ₹25.24.
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₹4,25,620.68 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,