Aditya Birla Sun Life Retirement Fund - The 30s Plan
Aditya Birla Sun Life Retirement Fund - The 30s Plan
Flexi CapRank #3
3/5
NAV (2026-07-14)
₹22.34
AUM
₹463.56 Cr
Exp. Ratio: 2.59%
RISK LEVEL
Very High
Returns & Performance
1 Year11.68%10.68% vs cat avgRank #1
3 Year15.71%3.26% vs cat avgRank #9
5 Year11.54%0.06% vs cat avgRank #13
Since Launch11.56%--
Fund vs Category Average
1Y
11.68%+10.68%
3Y
15.71%+3.26%
5Y
11.54%+0.06%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔Strong 3Y track record vs category
✔Above category avg 5Y returns
✔Top-5 ranked in category for 1Y (#1)
✔Overall top-10 rank in category (#3)
Cons
✖Higher expense ratio (2.59%)
ISININF209KB1H99
NAV₹22.34
NAV Date2026-07-14
AUM₹463.56 Cr
Expense Ratio2.59%
RiskVery High
Rating3 / 5
Lock-in Period5 days
Min SIP Amount₹1000
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-12-23
INVESTMENT OBJECTIVE
The Scheme seeks to invest primarily in a well-diversified portfolio of equity and equity related securities.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Jonas Bhutta
Mr. Bhutta has done B.Com and MBA, Finance
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
