Aditya Birla Sun Life Retirement Fund The 30s Plan Growth

Aditya Birla Sun Life Retirement Fund The 30s Plan Growth

+14.25%
3Y annualised
+1.29% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Sep '26
₹22.54
Min. for SIP
₹500
Fund size (AUM)
₹486.74 Cr
Expense ratio
2.64%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹31,729
+5.76%
1 year₹60,000₹65,209
+8.68%
3 years₹1,80,000₹2,17,915
+21.06%
5 years₹3,00,000₹4,23,585
+41.20%

Holdings (79)

NameSectorInstrumentsAssets
ICICI Bank LtdFinancialEquity3.83%
Ather Energy Ltd.Consumer DiscretionaryEquity3.71%
Aditya Infotech Ltd.TechnologyEquity3.60%
RepoUnspecifiedRepo3.24%
S.J.S Enterprises LtdConsumer DiscretionaryEquity2.66%
Zomato LtdTechnologyEquity2.27%
Dr. Lal Pathlabs LtdHealthcareEquity2.21%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity2.16%
Ajanta Pharma LtdHealthcareEquity1.96%
HDFC Bank LtdFinancialEquity1.91%
Hindalco Industries LtdMaterialsEquity1.90%
Jindal Steel & Power LtdMaterialsEquity1.86%
Coforge LtdTechnologyEquity1.81%
Kirloskar Oil Engines LtdIndustrialsEquity1.80%
GMR Airports Infrastructure LtdIndustrialsEquity1.76%
Godrej Consumer Products LtdConsumer StaplesEquity1.64%
Kirloskar Brothers LtdIndustrialsEquity1.62%
Craftsman Automation LtdConsumer DiscretionaryEquity1.59%
Adani Ports and Special Economic Zone LtdIndustrialsEquity1.57%
Larsen & Toubro LtdIndustrialsEquity1.55%
Cyient DLM Ltd.IndustrialsEquity1.54%
Reliance Industries LtdEnergy & UtilitiesEquity1.53%
Tech Mahindra LtdTechnologyEquity1.51%
Ujjivan Small Finance Bank LtdFinancialEquity1.50%
Shivalik Bimetal Controls LtdIndustrialsEquity1.50%
Bajaj Finance LtdFinancialEquity1.48%
AU Small Finance Bank LtdFinancialEquity1.47%
The Federal Bank LtdFinancialEquity1.41%
Britannia Industries LtdConsumer StaplesEquity1.39%
Swiggy Ltd.TechnologyEquity1.37%
TVS Motor Company LtdConsumer DiscretionaryEquity1.33%
Prestige Estates Projects LtdReal EstateEquity1.32%
State Bank of IndiaFinancialEquity1.29%
City Union Bank LtdFinancialEquity1.27%
Fortis Healthcare LtdHealthcareEquity1.26%
Emcure Pharmaceuticals Ltd.HealthcareEquity1.25%
Vedanta Aluminium Metal LtdMaterialsEquity1.22%
Varun Beverages LtdConsumer StaplesEquity1.21%
Greenply Industries LtdMaterialsEquity1.19%
Vinati Organics LtdMaterialsEquity1.18%
Balrampur Chini Mills LtdConsumer StaplesEquity1.18%
Hindustan Unilever LtdConsumer StaplesEquity1.17%
Union Bank of IndiaFinancialEquity1.07%
Aptus Value Housing Finance India LtdFinancialEquity1.07%
SBI Life Insurance Company LtdFinancialEquity1.05%
SBFC Finance LtdFinancialEquity1.02%
Ambuja Cements LtdMaterialsEquity0.99%
Infosys LtdTechnologyEquity0.96%
Thermax LtdIndustrialsEquity0.93%
Capillary Technologies India Ltd.TechnologyEquity0.93%
JK Cement LtdMaterialsEquity0.92%
PB Fintech LtdFinancialEquity0.92%
VRL Logistics LtdIndustrialsEquity0.91%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity0.91%
Persistent Systems LtdTechnologyEquity0.90%
PNB Housing Finance LtdFinancialEquity0.86%
Shriram Transport Finance Company LtdFinancialEquity0.84%
Bharat Petroleum Corporation LtdEnergy & UtilitiesEquity0.83%
Avenue Supermarts LtdConsumer StaplesEquity0.83%
Trent LtdConsumer DiscretionaryEquity0.82%
Mankind Pharma Ltd.HealthcareEquity0.80%
Billionbrains Garage Ventures Ltd.FinancialEquity0.76%
NTPC LtdEnergy & UtilitiesEquity0.72%
L&T Technology Services LtdTechnologyEquity0.71%
Firstsource Solutions LtdIndustrialsEquity0.70%
Meesho Ltd.Consumer DiscretionaryEquity0.67%
Aditya Vision LtdConsumer DiscretionaryEquity0.60%
ICICI Lombard General Insurance Company LtdFinancialEquity0.56%
CreditAccess Grameen LtdFinancialEquity0.55%
United Spirits LtdConsumer StaplesEquity0.52%
IIFL Wealth Management LtdFinancialEquity0.52%
Go Digit General Insurance Ltd.FinancialEquity0.46%
Praj Industries LtdIndustrialsEquity0.45%
Supreme Industries LtdMaterialsEquity0.34%
Multi Commodity Exchange Of India LtdFinancialEquity0.28%
GOI Sec 7.17 17/04/2030EntitiesGOI Securities0.21%
Atul LtdMaterialsEquity0.15%
TVS Motor Company Ltd - Pref. SharesConsumer DiscretionaryPreference Shares0.01%
Net ReceivablesUnspecifiedNet Receivables0.01%
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
Name1Y3Y5YAll
Fund returns+10.1%+14.3%+10.6%+11.4%
Category average (Equity Flexi Cap)+2.2%+16.0%+15.6%--
Rank (Equity Flexi Cap)21110--

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

Name1Y3YFund Size(Cr)
HSBC Flexi Cap Fund Growth
HSBC Flexi Cap Fund Growth
+4.04%+14.39%5,999.67
HDFC Flexi Cap Fund Growth
HDFC Flexi Cap Fund Growth
-0.81%+14.20%1,13,606.47
Aditya Birla Sun Life Flexi Cap Fund Growth
Aditya Birla Sun Life Flexi Cap Fund Growth
+5.52%+13.29%29,044.24
JM Flexi Cap Fund Growth
JM Flexi Cap Fund Growth
-0.71%+13.16%5,290.61
Franklin India Flexi Cap Fund Growth
Franklin India Flexi Cap Fund Growth
-5.22%+9.60%19,384.82
Compare

Fund management

JB
Jonas Bhutta
Oct 2024 - Present
View details

Education
Mr. Bhutta has done B.Com and MBA, Finance
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Phillip Capital (India) Pvt Ltd, DSP Merrill Lynch, Daiwa Securities SMBC, Prabhudas Lilladher and HDFC Securities

About Aditya Birla Sun Life Retirement Fund The 30s Plan Growth

Aditya Birla Sun Life Retirement Fund The 30s Plan 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,43,789 Cr and the Latest NAV as of 18 Sep 2026 is ₹22.54. The Aditya Birla Sun Life Retirement Fund The 30s Plan 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
Custodian--
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,