Our Opinion
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Our Opinion
Riskometer
Very High
₹20.8460 -2.80%
As on 19-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Retirement Fund - The 30s Plan - Direct Plan
|
|
|
Very High
|
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1.16 |
|
 |
|
Very High
|
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0.63 |
||
|
|
Very High
|
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0.70 |
||
 |
|
Very High
|
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0.73 |
||
|
|
Very High
|
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0.63 |
₹422 Cr
--
1,000
1
500
6
About Aditya Birla Sun Life Retirement Fund - The 30s Plan - Direct Plan
Aditya Birla Sun Life Retirement Fund - The 30s Plan - Direct Plan is a equity mutual fund scheme of Aditya Birla Sun Life Mutual Fund. Launched on March 11, 2019, it is currently managed by Jonas Bhutta. The fund has an expense ratio of 1.16% with an overall AUM (Assets Under Management) of ₹422 Cr.
Aditya Birla Sun Life Retirement Fund - The 30s Plan - Direct Plan is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Note that it carries a lock-in period of 5 years or till the investor attains retirement age, whichever is earlier. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.
Investment Strategy
The Scheme seeks to invest primarily in a well-diversified portfolio of equity and equity related securities.
Suitability
Flexi-cap funds are suitable for investors:
Note:
Capital Gains Taxation
The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Aditya Birla Sun Life Retirement Fund - The 30s Plan - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Aditya Birla Sun Life Retirement Fund - The 30s Plan - Direct Plan can be bought from the Aditya Birla Sun Life Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Aditya Birla Sun Life Retirement Fund - The 30s Plan - Direct Plan, is ₹20.8460 as of 20-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
4.18
|
|
|
2.55
|
|
|
2.53
|
|
|
2.46
|
|
|
2.44
|
Over the past five years, Aditya Birla Sun Life Retirement Fund - The 30s Plan - Direct Plan has delivered an annualised return of 10.58% as of 20-Mar-2026.
The minimum investment required to start investing in Aditya Birla Sun Life Retirement Fund - The 30s Plan - Direct Plan is ₹1,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
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