Aditya Birla SL Retirement Fund-30(G)-Direct Plan
+10.99%
5Y annualised
+10.99%
5Y annualised
-1.30% 1D
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Buy, Hold or Sell?
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NAV : 21 Oct 2026
₹24.10
Min. SIP amount
₹500
Fund size (AUM)
465 Cr
Expense ratio
1.16%
Launched on
11 Mar 2019
Lock-in period
5Y
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 21 Oct 2026
₹24.10
Min. SIP amount
₹500
Fund size (AUM)
465 Cr
Expense ratio
1.16%
Launched on
11 Mar 2019
Lock-in period
5Y
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
33.46%
Mid Cap
21.17%
Small Cap
39.67%
Others
5.70%
Sector Allocation
Bank
13.46%
Automobile & Ancillaries
9.77%
Domestic Equities
8.51%
Healthcare
7.78%
It
6.83%
Retailing
6.61%
Finance
5.87%
Fmcg
5.49%
Others
34.62%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
No exit load
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Jonas Bhutta
Present
Similar/Peer Fund Comparison
Aditya Birla SL Retirement Fund-30(G)-Direct Plan
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ICICI Pru Retirement Fund-Hybrid Cons Plan(G)-Direct Plan
Aditya Birla SL Retirement Fund-50(G)-Direct Plan
Tata Retirement Sav Fund - Cons Plan(G)-Direct Plan
SBI Retirement Benefit Fund-Conservative Plan(G)-Direct Plan
ICICI Pru Retirement Fund-Pure Equity Plan(G)-Direct Plan
FAQs
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