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 (99.84%) Market Cap Small Cap 0.04 Mid Cap 21.67 Large Cap 78.13 Top Sectors Financial 17.53 Energy 15.89 Capital Goods 12.61 Consumer Staples 9.54 Automobile 9.17 Metals & Mining 8.36 Services 6.67 Healthcare 6.44 Chemicals 3.4 Construction 2.85 Materials 2.81 Insurance 2.79 Technology 1.78 Top Holding Hindustan Aero 3.19 United Spirits 1.75 Lodha Developers 1.19 Bosch 1.36 Bajaj Housing Finance 0.35 Hyundai Motor 1.33 Cholamandalam Investment and Finance Company 3.14 Adani Power 2.37 Bank of Baroda 2.57 Havells India 1.51 Zydus Lifesciences 0.99 Shree Cement 1.5 Siemens 1.3 Bharat Petroleum Corporation 3.21 Divi's Laboratories 3.5 CG Power 2.14 Godrej Consumer 2.1 Power Fin. Corp. 2.59 REC 1.88 DLF 1.66 Adani Green Energy 1.25 Pidilite Industries 1.99 TVS Motor Company 3.9 Jindal Steel 2 ICICI Lombard Gen. Insurance 1.98 Avenue Supermarts 2.43 Varun Beverages 2.65 Samvardhana Motherson 2.54 Siemens Energy India 1.11 Life Insurance 0.81 JSW Energy 1.12 Mazagon Dock Shipbuilders 0.73 Indian Railway Finance Corporation 0.79 Vedanta 5.24 Indian Oil Corporation 3.01 The Indian Hotels Company 2.52 Info Edge (India) 1.72 Ambuja Cements 1.31 GAIL (India) 1.96 Canara Bank 2.28 Torrent Pharmaceuticals 1.95 Tata Power Company 2.72 Solar Industries India 1.41 Punjab National Bank 1.92 Adani Energy Solutions 1.51 Hindustan Zinc 1.12 Britannia Industries 3.04 TVS Motor Company - Pref. Shares 0.04 ABB India 1.37 LTIMindtree 1.78 Bajaj Holdings & Invest. 2.01
Debt & Others (0.16%) Sector Allocation Net Payables -0.06 Reverse Repo 0.22 Debt Credit Ratings Debt Category Others 0.16
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -5.23% Ret 1Y 12.07% Ret 3Y 19.86% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -5.23% Ret 1Y 12.07% Ret 3Y 19.86% Ret 5Y 0%
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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