aditya-birla-sl-retirement-the-30s-plan-dir-g

Aditya Birla SL Retirement-The 30s Plan-Dir (G)

  1. Equity
  2. Retirement Solutions
  • NAV as on Jul 04, 2025 ₹22.16
  • Total Returns 13.42% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
aditya-birla-sl-retirement-the-30s-plan-dir-g

Overview of Aditya Birla SL Retirement-The 30s Plan-Dir (G)

  • Fund House
    Aditya Birla SL Retirement-The 30s Plan
  • Fund Size
    ₹404 Cr
  • Expense Ratio
    1.16%
  • Benchmark
    Nifty 500 TRI
  • Risk Level
    Very High
  • Inception Date
    Mar 11, 2019
  • Lock-in period
    5
  • Exit Load
    Nil
  • Minimum SIP Investment
    ₹500
  • Minimum Lump sum Investment
    ₹1000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Aditya Birla SL Retirement-The 30s Plan-Dir (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Aditya Birla SL Retirement-The 30s Plan-Dir (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 3.14%
  • 16.55%
  • 4.35%
  • 7.52%
  • 20.58%
  • 17.48%

Category Average

  • 1.99%
  • 9.15%
  • 3.75%
  • 6.15%
  • 15.96%
  • 14.7%

Fund Asset Allocation

Top holdings

Top Sectors

  • Banks
    14.19%
  • Consumer Durables
    8.19%
  • Finance
    6.89%
  • Industrial Products
    6.86%
  • Pharmaceuticals & Biotech
    6.84%
  • IT-Software
    6.69%

More about Aditya Birla SL Retirement-The 30s Plan-Dir (G)

Aditya Birla SL Retirement-The 30s Plan-Dir (G) is a mutual fund under the Retirement Solutions category, managed by Aditya Birla Sun Life Mutual Fund. It was launched on 05 Sep 1994, and has been active for over 31 years. As of 30 Jun 2025 the fund manages assets worth ₹404 Crores. The expense ratio is 1.16%.

This fund generated returns of 7.52% in the last 1 year. Since its inception, it has provided an average annual return of 13.42%.

The fund's investments are mainly concentrated in sectors like Banks, Consumer Durables, Finance, Industrial Products and Pharmaceuticals & Biotech.

The top five holdings in this fund include prominent companies such as ICICI Bank, HDFC Bank, Larsen & Toubro, H P C L and LTIMindtree.

Fund Managers

  • Jonas Bhutta
  • Dhaval Joshi

Investment Objective

The primary investment objective of the Scheme is income generation and capital appreciation for its investors which will be in line with their retirement goals by investing in a mix of equity, equity related instruments along with debt and money market instruments. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.

aditya-birla-sl-retirement-the-30s-plan-dir-g

Frequently Asked Questions about Aditya Birla SL Retirement-The 30s Plan-Dir (G)

  1. Are {{fund_type}} risky?

    These funds have moderate to low risk, as they gradually shift from growth assets to more conservative investments as you near retirement.

  2. Should I invest in {{fund_type}}?

    Yes, if you’re planning for retirement and want a fund that adjusts its risk based on your age.

  3. How long should I stay invested in {{fund_type}}?

    Ideally, until retirement, as these funds are designed to grow over a long period and become safer as you get closer to retirement age.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, though early withdrawal could impact the fund’s growth potential and tax benefits.

  5. What are the expenses involved in {{fund_type}}?

    Expenses can range from 0.5% to 1.5%, depending on the fund’s mix of assets and management.

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