Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl
3Y Annualised
15.13%
-0.53% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.51%
-0.53% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
4 years 11 months
8 years 10 months
9 years 7 months
Fund info
Fund size
₹473.12 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0%
Nil
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
2nd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
3rd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
4th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl
5th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Reinvst of Inc Dis cum Cap Wdrl
Fund Managers
About Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl is a Allocation mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 7 years, having been launched on 2019-03-12. Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl has ₹473.12 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl as of Wed Sep 02 2026 is ₹18.64. The fund has an expense ratio of 2.1%, which is medium comparable to most other Allocation funds.
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl returns for the last 1 year are 14.75%. Since launch, it has delivered 11.49% average annual returns.
The Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl has the majority of its money invested in Financial Services, Industrials, Consumer Cyclical, Consumer Defensive, Healthcare sectors.
Top 5 Holdings of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl.
- ICICI Bank Ltd: 3.89%
- Aditya Infotech Ltd: 3.52%
- Ather Energy Ltd: 2.80%
- SJS Enterprises Ltd: 2.63%
- Eternal Ltd: 2.25%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2019-03-12 |
| abslamc.cs@adityabirlacapital.com | |
| Phone | +91 22 4356 8008/ 8000 |
| Website | https://mutualfund.adityabirlacapital.com/ |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mills, Senapati Bapat Marg, Elphinstone Road,Mumbai - 400013 |
Tax Implications of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Aditya Birla Sun Life AMC Ltd
AllocationEquity Savings
3Y CAGR
8.34%
expense ratio
0.45%
fund size
₹1123.48 Cr
EquityEquity - Consumption
3Y CAGR
9.86%
expense ratio
0.70%
fund size
₹6153.88 Cr
AllocationConservative Allocation
3Y CAGR
8.97%
expense ratio
0.82%
fund size
₹1500.92 Cr
EquityELSS (Tax Savings)
3Y CAGR
12.33%
expense ratio
0.83%
fund size
₹14659.85 Cr
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.32%
fund size
₹3280.19 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0


