Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-Growth
Equity: Flexi Cap - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Flexi CapBenchmark: NIFTY 500 Total Return IndexCheck Portfolio Overlap →
NAV: ₹25.51-0.45%
07 Sept 2026
Similar Funds
Side-by-side comparison of Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +16.01% | 5.06% | 2 / 66 |
| 3Y Return | +16.41% | 12.60% | 10 / 52 |
| 5Y Return | +12.69% | 11.64% | 10 / 38 |
| 10Y Return | — | 13.53% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Flexi Cap
Top funds by AUM in the Equity: Flexi Cap category — see how Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-Growth compares on size and returns.
Funds Tracking NIFTY 500 Total Return Index
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Frequently Asked Questions
Which funds are similar to Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-Growth?
Funds similar to Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-Growth in the Equity: Flexi Cap category include Parag Parikh Flexi Cap Fund Direct-Growth, HDFC Flexi Cap Direct Plan-Growth, and Kotak Flexi Cap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-Growth in its category?
On a 3-year return basis Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-Growth is ranked 10 out of 52 funds in the Equity: Flexi Cap category as of 6 Sep 2026. On a 5-year return basis it ranks 10 out of 38. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-Growth's expense ratio compare to similar funds?
Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-Growth has an expense ratio of 1.35%. The peers Parag Parikh Flexi Cap Fund Direct-Growth has an expense ratio of 0.69% and HDFC Flexi Cap Direct Plan-Growth has 0.77%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-Growth's AUM compare to similar funds?
Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-Growth has an AUM of ₹473.12 crore. The peers Parag Parikh Flexi Cap Fund Direct-Growth has an AUM of ₹1,48,429 crore and HDFC Flexi Cap Direct Plan-Growth has ₹1,10,736 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Flexi Cap?
The top performing fund in the Equity: Flexi Cap category on a 3-year basis is SBI Childrens Fund - Investment Plan Direct-Growth with a CAGR of 21.20% as of 6 Sep 2026. Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-Growth has delivered 16.41% CAGR over the same period, ranking 10 out of 52 funds. You can view and compare the full category ranking on sharpely.
How does Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-Growth has a Sharpe ratio of 0.76 compared to the Equity: Flexi Cap average of 0.56 as of 6 Sep 2026. It ranks 14 out of 54 funds in its category on Sharpe ratio.