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Aditya Birla SL Retirement-The 30s Plan-Dir (G)

Retirement Fund • OPEN
NAV as of May 12, 2026
₹23.06
1 day change
Returns since inception
12.35%
CAGR
AUM (Fund size)
₹433 Cr
NAV: ₹ 23.06
as on May 12, 2026
Aditya Birla SL Retirement-The 30s Plan-Dir (G)

Aditya Birla SL Retirement-The 30s Plan-Dir (G) Overview

AUM (Fund size) ₹ 433 Cr
Expense ratio 1.99 %
Exit load Nil
Plan type Direct Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty 500 TRI
Min. investment SIP: ₹500    Lumpsum: ₹1,000
Age 7 yrs 2 m since Feb 19, 2019
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Banks
16.62%
Pharmaceuticals & Biotech
6.99%
Retailing
6.11%
IT-Software
5.62%
Auto Components
5.00%

Top Holdings

ICICI Bank 4.04%
Kirloskar Oil 2.67%
AU Small Finance 2.39%
Aditya Infotech 2.37%
C C I 2.28%
Godrej Consumer 2.28%
Jindal Steel 2.21%
SJS Enterprises 2.11%
Hindalco Inds. 2.11%
Eternal 2.10%

Peer Comparison

Fund Name 1Y 3Y 5Y
Aditya Birla SL Retirement-The 30s Plan-Dir (G) 11.79% 17.64% 12.87%

Scheme Information

Aditya Birla SL Retirement-The 30s Plan-Dir (G) was launched on 19/02/2019. The fund manages ₹433 Cr in assets. Its current expense ratio is 1.99%.

Fund Manager: Jonas Bhutta

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FAQs on Aditya Birla SL Retirement-The 30s Plan-Dir (G)

The current expense ratio of Aditya Birla SL Retirement-The 30s Plan-Dir (G) is 1.99%.

The AUM of Aditya Birla SL Retirement-The 30s Plan-Dir (G) is ₹433 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Aditya Birla SL Retirement-The 30s Plan-Dir (G) allows both SIP and lump sum investments.

The latest NAV is ₹23.06.

Minimum SIP starts from ₹500.

Redemption can be done via AMC website or your investment platform.

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