Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Open Ended Schemes(Solution Oriented Scheme - Retirement Fund)Very High RiskISIN INF209KB1H99

NAV · 06-Jul-2026

₹22.4340

+5.63%

+6.49%

1Y (CAGR)

+11.28%

3Y (CAGR)

+16.24%

5Y (CAGR)

+11.91%

Since inception (CAGR)

+11.60%

NAV history

hover for values

Risk & SIP analytics

Q1 · TOP · 3Y in category

Volatility (3y)

14.06%

Downside dev (3y)

11.60%

Max drawdown (3y)

-19.4%

Sharpe (3y)

0.69

SIP XIRR (3y)

+14.11%

SIP XIRR (5y)

+14.35%

Calendar-year returns

2020 +14.7%2021 +12.5%2022 +0.3%2023 +21.3%2024 +17.9%2025 +8.4%

Fund facts

Fund managerJonas Bhutta

AUM₹4,444 Cr

TER · AMFI officialDirect 1.35% · Regular 2.64% (2026-06-30)

Launch date19-Feb-2019

Plan typeOpen Ended · Solution Oriented

Min lumpsum1000

Lock-in5 yr

Volatility15.85

AMCAditya Birla Sun Life AMC Limited

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.

scheme documents ↗