Aditya Birla Sun Life Retirement Fund - The 30s Plan - Growth - Regular Plan

Other Plans and Options
  • 1.61 %Nav, as on 18-03-2026

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  • Net Change on 18-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is income generation and capital appreciation for its investors which will be in line with their retirement goals by investing in a mix of equity, equity related instruments along with debt and money market instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth -8.26 -7.88 12.70 14.95 9.08 9.55
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Mar 11, 2019 12.70 14.95 9.08 2.41 422.27
HDFC Retirement Savings Fund - Equity Plan - Growth Option Feb 25, 2016 4.36 14.80 16.10 1.76 6,987.38
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 6.00 16.30 13.18 1.94 3,133.09
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Feb 10, 2021 3.35 11.08 13.32 1.92 3,077.97
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 6.20 13.42 10.01 2.04 2,068.92
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 6.18 14.36 10.20 2.03 2,013.58

Fund Holdings as on 28-February-2026

  • ICICI Bank Limited

  • Clearing Corporation of India Limited

  • Godrej Consumer Products Limited

  • Kirloskar Oil Eng Ltd

  • AU Small Finance Bank Limited

  • Jindal Steel & Power Limited

  • Hindalco Industries Limited

  • SJS Enterprises Pvt Limited

  • Eternal Limited

  • Axis Bank Limited

  • Aditya Infotech Ltd

  • Larsen & Toubro Limited

  • Ajanta Pharmaceuticals Limited

  • Tech Mahindra Limited

  • ICICI Lombard General Insurance Company Limited

  • Ather Energy Ltd

  • Sun Pharmaceutical Industries Limited

  • Adani Ports and Special Economic Zone Limited

  • State Bank of India

  • Swiggy Ltd

  • Infosys Limited

  • Sona BLW Precision Forgings Limited

  • Vinati Organics Limited

  • Hindustan Unilever Limited

  • Fortis Healthcare Limited

  • Prestige Estates Projects Limited

  • Shilpa Medicare Ltd

  • SBI Life Insurance Company Limited

  • HDFC Bank Limited

  • Titan Company Limited

  • Kajaria Ceramics Limited

  • TVS Motor Company Limited

  • MEESHO LTD

  • The Federal Bank Limited

  • City Union Bank Limited

  • GMR Airport Ltd

  • Kotak Mahindra Bank Limited

  • Thermax Limited

  • Craftsman Automation Ltd

  • Aptus Value Housing Finance India Ltd

  • JK Cement Limited

  • Bharat Petroleum Corporation Limited

  • Emcure Pharmaceuticals Ltd

  • SBFC Finance Ltd

  • Varun Beverages Limited

  • Greenply Industries Ltd

  • NTPC Limited

  • VRL Logistics Limited

  • Ujjivan Small Finance Bank Limited

  • Avenue Supermarts Limited

  • Reliance Industries Limited

  • Balrampur Chini Mills Limited

  • Atul Limited

  • Sobha Limited

  • Persistent Systems Limited

  • PB Fintech Limited

  • M&B Engineering Ltd

  • Bank of Maharashtra

  • Mahanagar Gas Limited

  • L&T Technology Services Limited

  • Shivalik Bimetal Controls Ltd

  • HDFC Life Insurance Company Limited

  • Coforge Limited

  • Computer Age Management Services Limited

  • Hindustan Petroleum Corporation Limited

  • Cyient Limited

  • Firstsource Solutions Limited

  • Bharat Heavy Electricals Limited

  • HDB Financial Services Limited

  • Nippon Life India Asset Management Limited

  • PI Industries Litmited

  • Praj Industries Limited

  • Supreme Industries Limited

  • CreditAccess Grameen Limited

  • Government of India (17/04/2030)

  • Net Receivables / (Payables)

  • Kwality Wall's India Ltd

  • TVS Motor Company Limited (Preference Share)

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Engineering - Industrial Equipments

  • e-Commerce

  • Auto Ancillary

  • Household & Personal Products

  • Insurance

  • Automobile Two & Three Wheelers

  • Miscellaneous

  • Refineries

  • Chemicals

  • Bank - Public

  • Steel/Sponge Iron/Pig Iron

  • Construction - Real Estate

  • Metal - Non Ferrous

  • Trading

  • Finance - NBFC

  • Engineering - Construction

  • Port

  • Hospital & Healthcare Services

  • Diamond & Jewellery

  • Ceramics/Marble/Granite/Sanitaryware

  • Airport Management Services

  • Finance - Housing

  • Cement & Construction Materials

  • Consumer Food

  • Wood & Wood Products

  • Power Generation/Distribution

  • Logistics

  • Retailing

  • Sugar

  • Fintech

  • Gas Transmission/Marketing

  • Steel & Iron Products

  • Depository Services

  • BPO/ITeS

  • Finance - Asset Management

  • Pesticides & Agrochemicals

  • Plastic Products

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Fund Manager

  • Cash

  • Equity

  • Preference Shares

  • Sovereign

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

Scheme Analysis

Aditya Birla Sun Life Retirement Fund - The 30s Plan is a Solution Oriented - Retirement Fund - Equity fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 11-Mar-2019 and currently has an AUM of ₹422.27 crore. Aditya Birla Sun Life Retirement Fund - The 30s Plan is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Retirement Fund - The 30s Plan ended up ₹0.31(1.61%)yesterday to ₹19.275.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Aditya Birla Sun Life Retirement Fund - The 30s Plan is managed by Jonas Bhutta .

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111