| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.63% |
| NAV | ₹10.19 (26 Oct 2020) |
|---|---|
| Fund Started | 10 Mar 2019 |
| Fund Size | ₹152 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Honeywell Automation India Ltd. | Engineering | Equity | 8.8% |
| Pfizer Ltd. | Healthcare | Equity | 8.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 7.7% |
| Bayer CropScience Ltd. | Healthcare | Equity | 7.1% |
| Reliance Industries Ltd - Partly Paid Equity | Energy | PPE | 5.2% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 5.1% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 5.0% |
| Gillette India Ltd. | FMCG | Equity | 4.2% |
| Reliance Industries Ltd. | Energy | Equity | 3.6% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.2% |
Aditya Birla Sun Life Retirement Fund The 30s Plan Regular Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 10 Mar 2019. Ajay Garg is the Current Fund Manager of Aditya Birla Sun Life Retirement Fund The 30s Plan Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹152 Cr and the Latest NAV as of 26 Oct 2020 is ₹10.19.
The Aditya Birla Sun Life Retirement Fund The 30s Plan Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000.
The Scheme seeks to invest primarily in a well-diversified portfolio of equity and equity related securities.
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.