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

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  • (-0.86%)Nav, as on 09-01-2026

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  • Net Change on 09-01-2026

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Fund Overview Growth | Direct 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 (₹)

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  • 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-Direct Growth 0.58 2.15 10.60 16.81 12.49 12.74
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-Direct Growth Mar 11, 2019 10.60 16.81 12.49 1.16 431.14
HDFC Retirement Savings Fund - Equity Plan - Growth Option - Direct Plan Feb 25, 2016 6.33 18.72 20.84 0.71 7,085.71
Nippon India Retirement Fund- Wealth Creation Scheme- Direct Plan- Growth Option Feb 11, 2015 2.93 17.68 16.51 0.98 3,194
Tata Retirement Savings Fund Moderate -Direct Plan Growth Jan 04, 2013 2.74 15.61 12.89 0.59 2,165.77
Tata Retirement Savings Fund- Progressive Plan -Direct Plan-Growth Option Jan 04, 2013 0.41 16.55 13.43 0.53 2,107.80
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option - Direct Plan Feb 25, 2016 6.46 15.27 15.12 0.94 1,744

Fund Holdings as on 31-December-2025

  • ICICI Bank Limited

  • Godrej Consumer Products Limited

  • AU Small Finance Bank Limited

  • State Bank of India

  • Kirloskar Oil Eng Ltd

  • Eternal Limited

  • Tech Mahindra Limited

  • Clearing Corporation of India Limited

  • SJS Enterprises Pvt Limited

  • Hindalco Industries Limited

  • Infosys Limited

  • Jindal Steel & Power Limited

  • Rategain Travel Technologies Limited

  • Ather Energy Ltd

  • Axis Bank Limited

  • ICICI Lombard General Insurance Company Limited

  • Cipla Limited

  • Larsen & Toubro Limited

  • Vinati Organics Limited

  • Sun Pharmaceutical Industries Limited

  • Prestige Estates Projects Limited

  • Adani Ports and Special Economic Zone Limited

  • Hindustan Unilever Limited

  • HDFC Bank Limited

  • MEESHO LTD

  • Sona BLW Precision Forgings Limited

  • Kotak Mahindra Bank Limited

  • SBI Life Insurance Company Limited

  • Fortis Healthcare Limited

  • GMR Airport Ltd

  • Bajaj Finserv Limited

  • City Union Bank Limited

  • Kajaria Ceramics Limited

  • Aptus Value Housing Finance India Ltd

  • GAIL (India) Limited

  • TVS Motor Company Limited

  • Titan Company Limited

  • Greenply Industries Ltd

  • Craftsman Automation Ltd

  • Thermax Limited

  • The Federal Bank Limited

  • APL Apollo Tubes Limited

  • Persistent Systems Limited

  • Bharat Petroleum Corporation Limited

  • Emcure Pharmaceuticals Ltd

  • Coforge Limited

  • M&B Engineering Ltd

  • Reliance Industries Limited

  • PB Fintech Limited

  • Firstsource Solutions Limited

  • L&T Technology Services Limited

  • Emmvee Photovoltaic Power Ltd

  • Sobha Limited

  • Avenue Supermarts Limited

  • VRL Logistics Limited

  • Eureka Forbes Ltd

  • Balrampur Chini Mills Limited

  • NTPC Limited

  • Aditya Infotech Ltd

  • Atul Limited

  • HDFC Life Insurance Company Limited

  • Computer Age Management Services Limited

  • IPCA Laboratories Limited

  • Cyient Limited

  • Shivalik Bimetal Controls Ltd

  • Mahanagar Gas Limited

  • Bank of Maharashtra

  • Bikaji Foods International Ltd

  • HDB Financial Services Limited

  • Shilpa Medicare Ltd

  • United Breweries 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

  • Auto Ancillary

  • Household & Personal Products

  • Insurance

  • e-Commerce

  • Automobile Two & Three Wheelers

  • Bank - Public

  • Construction - Real Estate

  • Chemicals

  • Miscellaneous

  • Refineries

  • Gas Transmission/Marketing

  • Metal - Non Ferrous

  • Steel/Sponge Iron/Pig Iron

  • Steel & Iron Products

  • Engineering - Construction

  • Port

  • Hospital & Healthcare Services

  • Finance - Investment

  • Airport Management Services

  • Ceramics/Marble/Granite/Sanitaryware

  • Finance - Housing

  • Diamond & Jewellery

  • Wood & Wood Products

  • Fintech

  • BPO/ITeS

  • Glass

  • Logistics

  • Retailing

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Sugar

  • Trading

  • Power Generation/Distribution

  • Depository Services

  • Consumer Food

  • Breweries & Distilleries

  • Finance - Asset Management

  • Pesticides & Agrochemicals

  • Plastic Products

  • Unspecified

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Fund Manager

  • Cash

  • Equity

  • Preference Shares

  • Sov

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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 ₹431.14 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 down ₹-0.2(-0.86%)yesterday to ₹22.705.

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