Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-IDCW
Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-IDCW: Mutual Fund Overview
Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-IDCW is an Flexi Cap mutual fund with over 7 years of performance history. The scheme manages an AUM of ₹422.27 Cr and has a NAV of ₹15.766. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 14.61%.
Equity, Flexi Cap, Principal at very high risk
1 Year Return 14.61% at 12 Mar 2026 07:14 PM
Fund Details
NAV 15.766
Sub-Type Flexi Cap
Rating 2
Min. SIP Amount ₹500.0
Fund Age(Year) 7
Fund Size(in Crores) 422.27
Fund Performance
1 Month -7.52%
3 Month -5.49%
6 Month -3.81%
1 Year 14.61%
3 Year 15.0%
5 Year 8.69%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (94.69%) Market Cap Mid Cap 15.37 Small Cap 34.59 Large Cap 44.73 Top Sectors Consumer Staples 25.25 Healthcare 17.07 Automobile 14.66 Metals & Mining 12.12 Capital Goods 9.72 Technology 5.41 Chemicals 5.34 Textiles 1.89 Construction 1.85 Materials 1.36 Top Holding SKF India 0.57 Chemplast Sanmar 0.76 Tata Consultancy 1.24 Hyundai Motor 1.84 Dr. Reddy's Laboratories 1.54 BASF India 0.87 Ingersoll-Rand 1.1 Honeywell Automation India 0.9 EPL 1.36 Colgate-Palmolive (India) 1.08 Britannia Industries 5.98 Tatva Chintan Pharma Chem 0.48 ABB India 1.31 Gulf Oil Lubricants India 0.95 Cognizant Technology Solutions Corp. 0.77 Kalpataru Projects Intl. 1.9 Sona BLW Precision Forgings 3.27 Vedanta 6.83 Schaeffler India 0.05 Procter & Gamble Hygiene and Health Care 2.01 ZF Commercial 3.08 Syngene International 0.7 Glaxosmithkline Pharma 0.08 Hindustan Unilever 7.21 Aurobindo Pharma 0.98 United Breweries 2.35 PI Industries 1.38 RHI Magnesita 0.74 Pearl Global Industries 1.89 Gland Pharma 3.09 Coforge 1.91 Cohance Lifesciences 0.58 Nestle India 4.5 Sumitomo Chemical India 0.6 Maruti Suzuki India 5.77 Pfizer 1.66 Astrazeneca Pharma India 0.5 Sun Pharmaceutical Industries 3.71 FDC 1.01 AIA Engineering 2.41 Procter & Gamble Health 0.19 CIE Automotive India 2.87 Cipla 0.8 Tata Motors Passenger Vehicles 0.71 Rolex Rings 1.34 Infosys 1.49 Abbott India 0.98 Siemens 1.81 Sudeep Pharma 1.25 Bayer CropScience 0.3 United Spirits 2.12 Triveni Turbine 1.85
Debt & Others (5.31%) Sector Allocation Net Payables -0.15 Repo 4.56 Cash Margin 0.9 Debt Credit Ratings Debt Category Others 5.31
Comparison with same funds
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - Growth Ret 1M -7.23% Ret 1Y 4.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Payout Ret 1M -7.23% Ret 1Y 4.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Reinvestment Ret 1M -7.23% Ret 1Y 4.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-Growth Ret 1M -7.61% Ret 1Y 4.26% Ret 3Y 13.56% Ret 5Y 12.19%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Ret 1M -7.61% Ret 1Y 4.26% Ret 3Y 13.56% Ret 5Y 12.19%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Reinvestment Ret 1M -7.61% Ret 1Y 4.26% Ret 3Y 13.56% Ret 5Y 12.19%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - Growth Ret 1M -5.4% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Payout Ret 1M -5.4% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Reinvestment Ret 1M -5.4% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M -7.71% Ret 1Y 9.81% Ret 3Y 13.07% Ret 5Y 7.47%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M -7.71% Ret 1Y 9.81% Ret 3Y 13.07% Ret 5Y 7.47%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.41%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Harshil Suvarnkar
Education Mr. Suvarnkar has doneB.Com, Masters in Management Studies (Finance) and Post Graduate Diploma in Securities Law.
Experience Prior to Joining Aditya Birla Sun Life MF, he has worked with Indiabulls Housing Finance Limited,
Dhaval Shah
Education Mr.Shah has done B.Com. from University of Mumbai & MBA from Somaiya Institute of Management Studies & Research. He also holds CFA designation.
Experience Prior to joining Aditya Birla Sunlife Mutual Fund he has worked with HDFC Mutual Fund, Reliance Mutual Fund, Morgan Stanley.
Jonas Bhutta
Education Mr. Bhutta has done B.Com and MBA, Finance
Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Phillip Capital (India) Pvt Ltd, DSP Merrill Lynch, Daiwa Securities SMBC, Prabhudas Lilladher and HDFC Securities
Dhaval Joshi
Education Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 49
Date of Incorporation 2019-03-11
Total AUM 435493.47
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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