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( 23 Apr 2026)

₹ 20.79

14.5%

Invest now Compare Funds

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

Invest now

Performance

17.64%3y Returns

-0.69% 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

₹ 382 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 %
Atul Ltd	0.96%
Ather Energy Ltd	2.07%
Net Receivables	0.09%
Mahanagar Gas Ltd	0.68%
Balrampur Chini Mills Ltd	1.08%
AU Small Finance Bank Ltd	2.39%
Aditya Infotech Ltd	2.37%
M&B Engineering Ltd	0.69%
Sona BLW Precision Forgings Ltd	1.63%
Eternal Ltd	2.1%
Swiggy Ltd	1.61%
Emcure Pharmaceuticals Ltd	1.37%
S.J.S Enterprises Ltd	2.11%
PB Fintech Ltd	0.89%
Axis Bank Ltd	1.89%
SBI Life Insurance Company Ltd	1.37%
Computer Age Management Services Ltd	0.76%
Ajanta Pharma Ltd	1.94%
Avenue Supermarts Ltd	1.07%
VRL Logistics Ltd	0.89%
Reverse Repo	2.28%
Kirloskar Oil Engines Ltd	2.67%
Ujjivan Small Finance Bank Ltd	0.91%
HDFC Life Insurance Co Ltd	0.71%
Bharat Petroleum Corporation Ltd	0.92%
Kwality Walls India Ltd	0.02%
ICICI Lombard General Insurance Company Ltd	1.79%
Prestige Estates Projects Ltd	1.16%
L&T Technology Services Ltd	0.78%
Varun Beverages Ltd	1.02%
Meesho Ltd	1.32%
Hindalco Industries Ltd	2.11%
GOI Sec 7.17 17/04/2030	0.27%
Nippon Life India Asset Management Ltd	0.53%
Persistent Systems Ltd	1.0%
SBFC Finance Ltd	1.06%
Aptus Value Housing Finance India Ltd	1.06%
Craftsman Automation Ltd	1.26%
HDFC Bank Ltd	1.29%
PI Industries Ltd	0.48%
TVS Motor Company Ltd	1.31%
Firstsource Solutions Ltd	0.69%
Fortis Healthcare Ltd	1.4%
ICICI Bank Ltd	4.04%
Sobha Ltd	0.65%
Shriram Finance Ltd	0.84%
Titan Company Ltd	1.41%
City Union Bank Ltd	1.27%
GMR Airports Ltd	1.25%
Godrej Consumer Products Ltd	2.28%
Hindustan Unilever Ltd	1.55%
Kajaria Ceramics Ltd	1.45%
Adani Ports and Special Economic Zone Ltd	1.65%
Reliance Industries Ltd	0.99%
Thermax Ltd	1.46%
The Federal Bank Ltd	1.3%
Hindustan Petroleum Corporation Ltd	1.06%
Kotak Mahindra Bank Ltd	1.26%
NTPC Ltd	1.04%
Shilpa Medicare Ltd	1.7%
Shivalik Bimetal Controls Ltd	0.76%
Tech Mahindra Ltd	2.05%
Bank of Maharashtra	0.74%
JK Cement Ltd	1.16%
Cyient Ltd	0.6%
Supreme Industries Ltd	0.45%
Jindal Steel Ltd	2.21%
Praj Industries Ltd	0.53%
State Bank of India	1.52%
Bharat Heavy Electricals Ltd	0.62%
Ambuja Cements Ltd	1.26%
Vinati Organics Ltd	1.62%
Greenply Industries Ltd	0.95%
Infosys Ltd	1.79%
Coforge Ltd	0.79%
Larsen & Toubro Ltd	1.71%
Sun Pharmaceutical Industries Ltd	1.97%
TVS Motor Company Ltd Pref. Shares 6.00 01/09/2026	0.02%

Sectors

Company	Allocation %
Others	2.37%
Automobile	8.40%
Construction	5.46%
Consumer Staples	5.95%
Materials	5.27%
Financial	20.10%
Capital Goods	6.04%
Consumer Discretionary	1.41%
Chemicals	3.06%
Services	10.98%
Sovereign	0.27%
Energy	4.69%
Technology	7.01%
Insurance	3.87%
Metals & Mining	4.32%
Healthcare	8.38%
Communication	2.37%

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

View All Mutual Funds

Aditya Birla Sun Life Mutual Fund >

Contact Information

Address:

Email:
Website

http://mutualfund.adityabirlacapital.com
Phone:

Funds Offered

109
AUM

₹ 3,90,601 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

View All Mutual Funds

Dhaval Shah

Funds Offered

13
AUM

₹ 35,437 Cr
Highest Return

22.84%

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

Start investing now

SIP
One time

SIP amount

/ Monthly

Monthly SIP Date

Select a Date

Frequently Asked Questions

View All

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 ₹ 20.791

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.

Secure your future with hassle-free investing on Moneyfy!

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 17.64% per annum and 5-year return is 11.87% per annum. Check the return performance in detail on the page.

What is the lock-in period in Aditya Birla SL Retirement - The 30s Plan Reg-G?

The lock-in-period of Aditya Birla SL Retirement - The 30s Plan Reg-G is 1825 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

Scan the QR code to download the app

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

₹ 20.79

14.5%

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

Performance

17.64%3y Returns

Investment details

₹ 500

₹ 1000

1825

2.41%

NIL

L After 365 days

Fund details

₹ 382 Cr

REGULAR

19 Feb 2019

OPEN

NIFTY 500 Total Return Index

INF209KB1H99

Fund allocation

Risk Associated

Very High

About AMC

Aditya Birla Sun Life Mutual Fund >

Contact Information

Address:

109

₹ 3,90,601 Cr

About

Fund Manager

Dhaval Shah

13

₹ 35,437 Cr

22.84%

About

Start investing now

Select a Date

Frequently Asked Questions

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

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

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

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

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

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

What is the lock-in period in Aditya Birla SL Retirement - The 30s Plan Reg-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

Similar Mutual Funds

Tata Retirement Savings Moderate Reg-G

11.47 %

64.14

11.47%

3.72%

14.98%

Rs.150.0

Rs.1887.73 Cr

Murthy Nagarajan

64.14

₹150.0

₹1887.73 cr

Murthy Nagarajan

Tata Retirement Savings Progressive Reg-G

13.38 %

64.63

13.38%

3.54%

16.28%

Rs.150.0

Rs.1824.25 Cr

Murthy Nagarajan

64.63

₹150.0

₹1824.25 cr

Murthy Nagarajan

Tata Retirement Savings Moderate Reg-G

11.47 %