Investment type
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 7.5% in the last 1 year. Since its inception, it has provided an average annual return of 13.43%.
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.
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.
These funds have moderate to low risk, as they gradually shift from growth assets to more conservative investments as you near retirement.
Yes, if you’re planning for retirement and want a fund that adjusts its risk based on your age.
Ideally, until retirement, as these funds are designed to grow over a long period and become safer as you get closer to retirement age.
Yes, though early withdrawal could impact the fund’s growth potential and tax benefits.
Expenses can range from 0.5% to 1.5%, depending on the fund’s mix of assets and management.
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