Aditya Birla SL Retirement Fund-30(G)-Direct Plan
+13.31%
5Y annualised
+13.31%
5Y annualised
-0.53% 1D
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Buy, Hold or Sell?
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NAV : 02 Sep 2026
₹25.63
Min. SIP amount
₹500
Fund size (AUM)
473 Cr
Expense ratio
1.16%
Launched on
11 Mar 2019
Lock-in period
5Y
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 02 Sep 2026
₹25.63
Min. SIP amount
₹500
Fund size (AUM)
473 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
35.14%
Mid Cap
22.51%
Small Cap
38.62%
Others
3.73%
Sector Allocation
Bank
15.09%
Domestic Equities
8.39%
It
7.75%
Automobile & Ancillaries
7.54%
Healthcare
7.37%
Retailing
6.67%
Fmcg
6.14%
Finance
5.14%
Others
35.33%
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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FAQs
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