July 27, 2026
mayank
Aditya Birla (ABSL) Retirement Fund-The 30s Plan
| Fund at a Glance | |
| NAV Growth (Rs.) | 25.24 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 20.54 |
| Min. Investment (Rs.) | 1,000 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 464 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.97% |
| 1 Year Return (%) | 13.50 |
| 3 Year Return (%) | 16.58 |
| 5 Year Return (%) | 13.54 |
| 10 Year Return (%) | — |
| Return Since Launch | 13.39% |
Suitable For Which Investors?
Flexi-cap funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
• The fund carries a lock-in period of 5 years or till the investor attains retirement age, whichever is earlier
Fund’s Investment Strategy:
The Scheme seeks to invest primarily in a well-diversified portfolio of equity and equity related securities.
Fund Manager:
1) Jonas Bhutta
Education: Mr. Bhutta has done B.Com and MBA, Finance
Experience: Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Phillip Capital (India) Pvt Ltd, DSP Merrill Lynch, Daiwa Securities SMBC, Prabhudas Lilladher and HDFC Securities
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | 5 Years |
| Exit Load | 0 |
Basic Details of Aditya Birla (ABSL) Retirement Fund-The 30s Plan
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 11-Mar-19 |
| Return Since Launch | 13.39% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 464 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.97% |
| (As on 30-Jun-2026) | |
| Risk Grade | Average |
| Return Grade | Average |
| Turnover | 50.00% |
Aditya Birla (ABSL) Retirement Fund-The 30s Plan Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL Retirement 30s Dir | 9.73 | 0.47 | 3.32 | 8.24 | 13.93 | 13.50 | 16.58 | 13.54 | 14.79 | — |
| BSE 500 TRI | -1.96 | 0.04 | 1.07 | 1.59 | 2.49 | 0.50 | 12.05 | 12.52 | 15.20 | — |
| Equity: Flexi Cap | 0.82 | 0.14 | 1.58 | 3.25 | 5.06 | 2.45 | 13.74 | 13.28 | 15.36 | — |
| Rank within category | 4 | 7 | 4 | 5 | 3 | 2 | 13 | 16 | 17 | — |
| Number of funds in category | 73 | 77 | 77 | 77 | 74 | 67 | 52 | 38 | 31 | 23 |
Peer Comparison of Aditya Birla Retirement Fund-The 30s Plan
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| ABSL Retirement 30s Dir | 3 out of 5 stars | 13.50 | 16.58 | 13.54 | 0.97 | 464 | 13.39 | — | 7Y 4M | 50.00 |
| Parag Parikh Flexi Cap Dir | 5 out of 5 stars | -1.69 | 14.46 | 13.92 | 0.53 | 1,43,388 | 18.26 | 2.00 (365) | 13Y 1M | 17.48 |
| HDFC Flexi Cap Dir | 5 out of 5 stars | 3.33 | 17.35 | 18.88 | 0.58 | 1,06,496 | 16.09 | 1.00 (365) | 13Y 6M | 9.21 |
| ABSL Flexi Cap Dir | 4 out of 5 stars | 8.36 | 16.17 | 13.79 | 0.72 | 26,727 | 16.31 | 1.00 (90) | 13Y 6M | 22.00 |
| ICICI Pru Flexicap Dir | 4 out of 5 stars | 7.96 | 16.80 | 16.23 | 0.67 | 22,507 | 16.14 | 1.00 (30) | 5Y | 26.00 |
Aditya Birla (ABSL) Retirement Fund-The 30s Plan Portfolio Analysis
| No. of Stocks | 76 |
| Top 10 Stocks | 26.63% |
| Top 5 Stocks | 15.71% |
| Top 3 Sectors | 53.21% |
| Portfolio P/B Ratio | 3.88 |
| Portfolio P/E Ratio | 28.58 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 72,398 | 1,63,119 |
| Large (%) | 39.69 | 59.02 |
| Mid (%) | 23.89 | 20.59 |
| Small (%) | 36.42 | 20.39 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
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