Aditya Birla SL Retirement - The 30s Plan Reg-G

Fund Category: Retirement

Fund Category Retirement

Very High Other G

0 Morning Star

2 Value Research

NAV( 29 Apr 2025)

₹ 18.48

3.3%

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Aditya Birla SL Retirement - The 30s Plan Reg-G

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Performance

13.35%3y Returns

0.3% 1D Returns

Investment details

Min SIP amount

₹ 500
Min Lumpsum

₹ 1000
Lock In

1825
Expense ratio

2.41%
Exit load

NIL

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 371 Cr
Plan

REGULAR
Launch date

19 Feb 2019
Fund type

OPEN
Fund benchmark

NIFTY 500 Total Return Index
ISIN

INF209KB1H99

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Net Receivables	0.18%
Reverse Repo	1.32%
GOI Sec 7.17 17/04/2030	0.28%
AIA Engineering Ltd	1.52%
Axis Bank Ltd	1.85%
Bajaj Finance Ltd	1.07%
Bajaj Finserv Ltd	1.56%
Balkrishna Industries Ltd	0.69%
Balrampur Chini Mills Ltd	0.59%
Bharat Petroleum Corporation Ltd	1.88%
APL Apollo Tubes Ltd	1.09%
Cholamandalam Investment & Finance Company Ltd	1.38%
Cipla Ltd	2.0%
Cummins India Ltd	1.25%
eClerx Services Ltd	1.03%
Fortis Healthcare Ltd	1.27%
GAIL (India) Ltd	1.65%
Godrej Consumer Products Ltd	2.14%
Greenply Industries Ltd	0.95%
HDFC Bank Ltd	2.25%
Hindalco Industries Ltd	1.84%
Hindustan Petroleum Corporation Ltd	2.23%
ICICI Bank Ltd	4.66%
Cyient Ltd	1.03%
Ipca Laboratories Ltd	0.97%
Jindal Steel & Power Ltd	2.04%
JK Cement Ltd	1.01%
Kajaria Ceramics Ltd	1.4%
Kotak Mahindra Bank Ltd	1.6%
Larsen & Toubro Ltd	2.76%
Poonawalla Fincorp Ltd	0.66%
Adani Ports and Special Economic Zone Ltd	1.53%
Coforge Ltd	1.18%
NTPC Ltd	1.04%
PI Industries Ltd	0.63%
PNB Housing Finance Ltd	1.02%
Praj Industries Ltd	1.57%
Reliance Industries Ltd	1.69%
SRF Ltd	0.48%
Shivalik Bimetal Controls Ltd	0.93%
Sobha Ltd	0.89%
State Bank of India	2.07%
Sun Pharmaceutical Industries Ltd	2.01%
Supreme Industries Ltd	0.43%
TVS Motor Company Ltd	0.97%
Tech Mahindra Ltd	2.16%
Titan Company Ltd	1.34%
United Breweries Ltd	0.77%
V-Guard Industries Ltd	1.48%
Persistent Systems Ltd	1.16%
CreditAccess Grameen Ltd	0.24%
Prestige Estates Projects Ltd	1.45%
Alembic Pharmaceuticals Ltd	0.9%
RHI Magnesita India Ltd	1.65%
Angel One Ltd	1.0%
AU Small Finance Bank Ltd	1.76%
Avenue Supermarts Ltd	1.14%
VRL Logistics Ltd	0.5%
Interglobe Aviation Ltd	1.58%
BSE Ltd	0.74%
Mahanagar Gas Ltd	1.05%
L&T Technology Services Ltd	1.17%
LTIMindtree Ltd	2.18%
SBI Life Insurance Company Ltd	1.5%
ICICI Lombard General Insurance Comapny Ltd	1.94%
Amber Enterprises India Ltd	1.06%
Orient Electric Ltd	0.43%
Affle (India) Ltd	1.17%
Home First Finance Company India Ltd	0.95%
Craftsman Automation Ltd	0.91%
Sona BLW Precision Forgings Ltd	0.85%
Eternal Ltd	1.76%
S.J.S Enterprises Ltd	1.39%
Metro Brands Ltd	0.63%
Eureka Forbes Ltd	0.9%
Bikaji Foods International Ltd	0.68%
Emcure Pharmaceuticals Ltd	0.95%

Sectors

Company	Allocation %
Others	1.50%
Automobile	4.81%
Construction	5.10%
Consumer Staples	4.18%
Materials	3.79%
Financial	22.07%
Capital Goods	5.40%
Diversified	0.48%
Consumer Discretionary	4.94%
Chemicals	0.63%
Services	8.28%
Sovereign	0.28%
Energy	9.54%
Technology	10.05%
Insurance	3.44%
Metals & Mining	7.39%
Healthcare	8.10%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Aditya Birla Sun Life Mutual Fund >

Contact Information

Address:

Email:
Website

http://mutualfund.adityabirlacapital.com
Phone:

Funds Offered

107
AUM

₹ 3,65,876 Cr
Website

http://mutualfund.adityabirlacapital.com

About

Aditya Birla Sun Life Mutual Fund (ABSLMF) is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together the Aditya Birla Group's experience in the Indian market and Sun Life's global experience. Having total domestic assets under management of above to Rs.2.9 lakhs crore, ABSLMF is one of the leading Fund Houses in India based on domestic average AUM as published by the Association of Mutual Funds of India. ABSLMF has an impressive mix of reach, a wide range of product offerings across equity, debt, balanced as well as structured asset classes, sound investment performance and over 7 million investor folios.

Fund Manager

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Dhaval Shah

Funds Offered

13
AUM

₹ 34,716 Cr
Highest Return

18.45%

About

Dhaval Shah Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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Frequently Asked Questions

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What is the current NAV of Aditya Birla SL Retirement - The 30s Plan Reg-G?

The current NAV of Aditya Birla SL Retirement - The 30s Plan Reg-G is ₹ 18.476

How much does Aditya Birla SL Retirement - The 30s Plan Reg-G charge as expense ratio?

The expense ratio of Aditya Birla SL Retirement - The 30s Plan Reg-G is 2.41%

How to Redeem Aditya Birla SL Retirement - The 30s Plan Reg-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Aditya Birla SL Retirement - The 30s Plan Reg-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

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Can I invest in Aditya Birla SL Retirement - The 30s Plan Reg-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Aditya Birla SL Retirement - The 30s Plan Reg-G based on your investment objective and risk profile.

What is the return of Aditya Birla SL Retirement - The 30s Plan Reg-G?

For Aditya Birla SL Retirement - The 30s Plan Reg-G, 3-year return is 13.35% per annum and 5-year return is 15.72% per annum. Check the return performance in detail on the page.