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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.
Mixed AssetBenchmark · Nifty 500 TRITER · 2.64%Inception · 10-03-2019
NAV
₹22.15
-0.20% · as of 14-10-2026
Since inception
11.02%
CAGR
Benchmark (inception)
11.87%
CAGR
Fund size
₹465 Cr
AUM
Expense ratio
2.64%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +11.02% CAGR vs benchmark +11.87%.
Portfolio
Where the money is invested
Top holdings
Aditya Infotech Limited3.96%
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.80%
KIRLOSKAR OIL ENGINES LIMITED EQ2.87%
ATHER ENERGY PRIVATE LIMITED EQ FV RE.1/-2.58%
S.J.S. ENTERPRISES LIMITED EQ2.49%
SHILPA MEDICARE LIMITED EQ NEW FV RE. 1/-2.40%
HDFC BANK LIMITED EQ NEW FV RE. 1/-2.26%
GMR AIRPORTS INFRASTRUCTURE LIMITED EQ NEW FV Re. 1/-2.21%
TRENT LIMITED EQ NEW FV Re. 1/-2.04%
ZOMATO LIMITED EQ2.01%
Sector allocation
Financial Services24.48%
Capital Goods11.19%
Automobile and Auto Components9.33%
Healthcare8.77%
Consumer Services7.60%
Information Technology5.88%
Fast Moving Consumer Goods5.85%
Services5.46%
Metals & Mining3.62%
Oil, Gas & Consumable Fuels3.24%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 11.0% p.a.₹10,000
10 years
Projected value
₹21,92,451
Invested: ₹12,00,000
Gained: ₹9,92,451
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
ICICI Pru Retrmnt Pure Debt Gr
₹15.57
1Y
+2.1%
3Y
+5.3%
5Y
+4.8%
ICICI Pru Retrmnt Hybrid Cons Gr
₹17.92
1Y
+1.8%
3Y
+7.9%
5Y
+7.1%
ABSL Retrmnt The 50s Plus-Debt Reg Gr
₹13.51
1Y
+1.4%
3Y
+4.5%
5Y
+3.7%
ICICI Pru Retrmnt Hybrid Ag Gr
₹26.89
1Y
+1.1%
3Y
+14.7%
5Y
+12.3%
ICICI Pru Retrmnt Pure Equity Gr
₹33.56
1Y
+1.0%
3Y
+16.8%
5Y
+15.9%
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