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

Fund Category: Retirement

Fund Category Retirement

Very High Other IDCW

0 Morning Star

2 Value Research

NAV( 14 Aug 2025)

₹ 17.12

-1.15%

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

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Performance

14.32%3y Returns

0.49% 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

₹ 411 Cr
Plan

REGULAR
Launch date

19 Feb 2019
Fund type

OPEN
Fund benchmark

NIFTY 500 Total Return Index
ISIN

INF209KB1I07

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
GOI Sec 7.17 17/04/2030	0.25%
APL Apollo Tubes Ltd	1.03%
Blue Star Ltd	0.59%
HDB Financial Services Ltd	0.63%
Persistent Systems Ltd	0.98%
CreditAccess Grameen Ltd	0.28%
Prestige Estates Projects Ltd	1.8%
Kirloskar Oil Engines Ltd	1.69%
Angel One Ltd	1.01%
Hindalco Industries Ltd	1.66%
Hindustan Unilever Ltd	1.77%
Reverse Repo	2.25%
Net Receivables	0.6%
Poonawalla Fincorp Ltd	0.72%
L&T Technology Services Ltd	1.01%
Praj Industries Ltd	0.72%
AU Small Finance Bank Ltd	2.2%
Adani Ports and Special Economic Zone Ltd	1.6%
SBI Life Insurance Company Ltd	1.61%
ICICI Lombard General Insurance Company Ltd	1.87%
Reliance Industries Ltd	0.96%
Emcure Pharmaceuticals Ltd	1.13%
Cipla Ltd	1.95%
S.J.S Enterprises Ltd	1.7%
Aptus Value Housing Finance India Ltd	1.18%
Sun Pharmaceutical Industries Ltd	1.78%
Supreme Industries Ltd	0.48%
TVS Motor Company Ltd	1.02%
Shilpa Medicare Ltd	0.85%
Shivalik Bimetal Controls Ltd	0.96%
Sobha Ltd	1.05%
State Bank of India	1.93%
Tech Mahindra Ltd	2.01%
Thermax Ltd	0.77%
Titan Company Ltd	1.32%
Greenply Industries Ltd	1.57%
Avenue Supermarts Ltd	1.08%
VRL Logistics Ltd	1.1%
Interglobe Aviation Ltd	1.65%
RateGain Travel Technologies Ltd	1.26%
Metro Brands Ltd	0.7%
Eureka Forbes Ltd	0.84%
Bajaj Finance Ltd	0.95%
United Breweries Ltd	0.68%
ICICI Bank Ltd	4.62%
Coforge Ltd	1.15%
NTPC Ltd	0.88%
PI Industries Ltd	0.7%
Kotak Mahindra Bank Ltd	1.31%
Larsen & Toubro Ltd	2.59%
Home First Finance Company India Ltd	0.25%
Craftsman Automation Ltd	1.13%
Sona BLW Precision Forgings Ltd	0.74%
Eternal Ltd	2.43%
Bajaj Finserv Ltd	1.37%
Balrampur Chini Mills Ltd	1.18%
Bharat Petroleum Corporation Ltd	1.0%
BSE Ltd	0.89%
Mahanagar Gas Ltd	0.93%
Aditya Infotech Ltd	0.39%
V-Guard Industries Ltd	1.43%
Bikaji Foods International Ltd	0.69%
HDFC Bank Ltd	2.72%
Jindal Steel & Power Ltd	1.94%
JK Cement Ltd	1.23%
Kajaria Ceramics Ltd	1.73%
Infosys Ltd	2.16%
Cyient Ltd	0.89%
Ipca Laboratories Ltd	0.86%
Atul Ltd	0.93%
Axis Bank Ltd	1.62%
Cummins India Ltd	1.31%
eClerx Services Ltd	1.26%
The Federal Bank Ltd	0.95%
Fortis Healthcare Ltd	1.41%
GAIL (India) Ltd	1.44%
Godrej Consumer Products Ltd	2.71%

Sectors

Company	Allocation %
Others	2.85%
Construction	5.44%
Automobile	4.59%
Consumer Staples	7.03%
Materials	5.01%
Financial	21.74%
Capital Goods	5.45%
Consumer Discretionary	4.04%
Chemicals	1.63%
Services	10.01%
Sovereign	0.25%
Energy	5.21%
Technology	9.46%
Insurance	3.48%
Metals & Mining	5.47%
Healthcare	7.98%
Communication	0.39%

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

109
AUM

₹ 4,14,315 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

₹ 37,622 Cr
Highest Return

22.47%

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-IDCW?

The current NAV of Aditya Birla SL Retirement - The 30s Plan Reg-IDCW is ₹ 17.12

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

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

How to Redeem Aditya Birla SL Retirement - The 30s Plan Reg-IDCW 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-IDCW?

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-IDCW through both SIP and lump sum?

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

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

For Aditya Birla SL Retirement - The 30s Plan Reg-IDCW, 3-year return is 14.32% per annum and 5-year return is 14.72% per annum. Check the return performance in detail on the page.