Aditya Birla Sun Life Retirement Fund - The 30s Plan
Aditya Birla Sun Life Retirement Fund - The 30s Plan
Flexi CapRank #2
3/5
NAV (2026-08-28)
₹23.1
AUM
₹473.12 Cr
Exp. Ratio: 2.64%
RISK LEVEL
Very High
Returns & Performance
1 Year17.19%10.10% vs cat avgRank #2
3 Year16.13%3.51% vs cat avgRank #13
5 Year12.24%0.90% vs cat avgRank #12
Since Launch11.86%3.54% vs cat avg
Fund vs Category Average
1Y
17.19%+10.10%
3Y
16.13%+3.51%
5Y
12.24%+0.90%
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 (#2)
✔Overall top-10 rank in category (#2)
Cons
✖Higher expense ratio (2.64%)
✖Returns since launch below category avg
ISININF209KB1H99
NAV₹23.1
NAV Date2026-08-28
AUM₹473.12 Cr
Expense Ratio2.64%
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
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Aditya Birla Sun Life Retirement Fund - The 30s Plan is ₹23.1 as of 2026-08-28.
Aditya Birla Sun Life Retirement Fund - The 30s Plan is classified as a Flexi Cap fund.
The Assets Under Management (AUM) of Aditya Birla Sun Life Retirement Fund - The 30s Plan is ₹473.12 Cr.
The expense ratio of Aditya Birla Sun Life Retirement Fund - The 30s Plan is 2.64%.
Aditya Birla Sun Life Retirement Fund - The 30s Plan is managed by Jonas Bhutta.
The minimum SIP investment for Aditya Birla Sun Life Retirement Fund - The 30s Plan is ₹1,000.
As per the SEBI Riskometer, Aditya Birla Sun Life Retirement Fund - The 30s Plan carries a Very High risk level.
Aditya Birla Sun Life Retirement Fund - The 30s Plan has delivered 17.19% (1Y), 16.13% (3Y) and 12.24% (5Y) annualised returns as of 2026-08-28.
Aditya Birla Sun Life Retirement Fund - The 30s Plan was launched on 1994-12-23.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
