朕天下娛樂城
Invest in 朕天下娛樂城
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth
+18.10%
3Y annualised
+0.30% 1D
NAV: 18 Jun '26
?24.42
Min. for SIP
?500
Fund size (AUM)
?444.49 Cr
Expense ratio
1.35%
Rating
3
Return calculator
Monthly investment
?5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ?30,000 | ?32,115 | +7.05% | |
| 1 year | ?60,000 | ?65,017 | +8.36% | |
| 3 years | ?1,80,000 | ?2,21,475 | +23.04% | |
| 5 years | ?3,00,000 | ?4,32,801 | +44.27% |
Holdings (78)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 3.62% |
| Aditya Infotech Ltd. | Technology | Equity | 3.29% |
| Reverse Repo | Unspecified | Reverse Repo | 2.67% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 2.47% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 2.44% |
| Hindalco Industries Ltd | Materials | Equity | 2.31% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 2.28% |
| HDFC Bank Ltd | Financial | Equity | 2.20% |
| Shilpa Medicare Ltd | Healthcare | Equity | 2.09% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 2.07% |
| Jindal Steel & Power Ltd | Materials | Equity | 2.06% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 2.05% |
| Zomato Ltd | Technology | Equity | 1.98% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 1.95% |
| Trent Ltd | Consumer Discretionary | Equity | 1.83% |
| Axis Bank Ltd | Financial | Equity | 1.80% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 1.77% |
| Varun Beverages Ltd | Consumer Staples | Equity | 1.75% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.75% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.74% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.71% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.61% |
| Tech Mahindra Ltd | Technology | Equity | 1.61% |
| Coforge Ltd | Technology | Equity | 1.51% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.46% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 1.41% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.41% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 1.40% |
| Vinati Organics Ltd | Materials | Equity | 1.37% |
| Swiggy Ltd. | Technology | Equity | 1.37% |
| Thermax Ltd | Industrials | Equity | 1.31% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 1.29% |
| State Bank of India | Financial | Equity | 1.29% |
| Emcure Pharmaceuticals Ltd. | Healthcare | Equity | 1.25% |
| The Federal Bank Ltd | Financial | Equity | 1.25% |
| Shivalik Bimetal Controls Ltd | Industrials | Equity | 1.24% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 1.22% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.21% |
| SBI Life Insurance Company Ltd | Financial | Equity | 1.21% |
| Ambuja Cements Ltd | Materials | Equity | 1.21% |
| Infosys Ltd | Technology | Equity | 1.19% |
| City Union Bank Ltd | Financial | Equity | 1.16% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.12% |
| Greenply Industries Ltd | Materials | Equity | 1.12% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.07% |
| SBFC Finance Ltd | Financial | Equity | 1.06% |
| JK Cement Ltd | Materials | Equity | 1.02% |
| Balrampur Chini Mills Ltd | Consumer Staples | Equity | 0.96% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.95% |
| NTPC Ltd | Energy & Utilities | Equity | 0.94% |
| PB Fintech Ltd | Financial | Equity | 0.91% |
| Persistent Systems Ltd | Technology | Equity | 0.91% |
| Atul Ltd | Materials | Equity | 0.89% |
| PNB Housing Finance Ltd | Financial | Equity | 0.85% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 0.84% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.84% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.80% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.79% |
| M&B Engineering Ltd. | Industrials | Equity | 0.78% |
| VRL Logistics Ltd | Industrials | Equity | 0.77% |
| Firstsource Solutions Ltd | Industrials | Equity | 0.76% |
| Cera Sanitaryware Ltd | Industrials | Equity | 0.75% |
| L&T Technology Services Ltd | Technology | Equity | 0.74% |
| Net Receivables | Unspecified | Net Receivables | 0.73% |
| Sobha Ltd | Real Estate | Equity | 0.67% |
| Meesho Ltd. | Consumer Discretionary | Equity | 0.65% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 0.63% |
| Cyient Ltd | Technology | Equity | 0.62% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.62% |
| Mahanagar Gas Ltd | Energy & Utilities | Equity | 0.59% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.53% |
| Praj Industries Ltd | Industrials | Equity | 0.50% |
| Kirloskar Brothers Ltd | Industrials | Equity | 0.50% |
| PI Industries Ltd | Materials | Equity | 0.42% |
| Supreme Industries Ltd | Materials | Equity | 0.37% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 0.27% |
| GOI Sec 7.17 17/04/2030 | Entities | GOI Securities | 0.23% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.01% |
See All
Minimum investments
Min. for 1st investment
?1,000
Min. for 2nd investment
?1,000
Min. for SIP
?500
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +13.0% | +18.1% | +13.1% | +13.1% |
| Category average (Equity Flexi Cap) | +2.2% | +16.0% | +15.6% | -- |
| Rank (Equity Flexi Cap) | 2 | 11 | 27 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +9.51% | +20.27% | 1,314.38 | |
 | +5.38% | +18.24% | 5,538.48 | |
 | +3.13% | +18.14% | 1,01,821.82 | |
 | -1.50% | +15.31% | 18,796.71 | |
 | -0.52% | +15.29% | 1,41,446.73 | |
| Compare | ||||
Fund management
JBJonas BhuttaOct 2024 - PresentView details
JB
Jonas Bhutta
Oct 2024 - Present
View details
About Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth
Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Jonas Bhutta is the Current Fund Manager of Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ?4,13,736 Cr and the Latest NAV as of 18 Jun 2026 is ?24.42.
The Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth is rated Very High risk. Minimum SIP Investment is set to ?500. Minimum Lumpsum Investment is ?1,000.
;
Investment Objective
The Scheme seeks to invest primarily in a well-diversified portfolio of equity and equity related securities.
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#4 in India
Total AUM?4,13,735.69 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,