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Aditya Birla Sun Life Mutual Fund · Retirement Fund
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
The primary 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. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.
EquityBenchmark · NIFTY 500 TRITER · 3.28%Inception · 10-03-2019
NAV
₹20.89
+0.75% · as of 14-05-2026
Since inception
10.80%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹4 Cr
AUM
Expense ratio
3.28%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +10.80% CAGR vs benchmark +12.11%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.04%
KIRLOSKAR OIL ENGINES LIMITED EQ2.67%
AU SMALL FINANCE BANK LIMITED EQ2.39%
Aditya Infotech Limited2.37%
Clearing Corporation of India Limited2.28%
GODREJ CONSUMER PRODUCTS LIMITED EQ NEW FV RE.1/-2.28%
JINDAL STEEL & POWER LIMITED EQ. NEW RS.12.21%
S.J.S. ENTERPRISES LIMITED EQ2.11%
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-2.11%
ZOMATO LIMITED EQ2.10%
Sector allocation
Financial Services25.62%
Capital Goods8.86%
Automobile and Auto Components8.40%
Healthcare8.38%
Information Technology7.01%
Consumer Services6.10%
Fast Moving Consumer Goods5.95%
Services4.48%
Metals & Mining4.32%
Consumer Durables3.81%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 10.8% p.a.₹10,000
10 years
Projected value
₹21,64,292
Invested: ₹12,00,000
Gained: ₹9,64,292
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Jonas Bhutta
Manager since fund inception data not available
ISIN & identifiers
AMFI code
146577
ISIN (Growth)
INF209KB1H99
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Retirement Fund funds
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