AG
Ajay GargFund Manager Since 12 Mar 2019
AllocationRetirement
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
3Y Annualised
17.92%
0.24% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
5.90%
0.24% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 2 months
NIFTY 50
4 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹112.41 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0%
NIL
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Retirement Fund Pure Equity Plan Direct Payout of Income Dist cum Cap Wdrl
8.82%
2nd
ICICI Prudential Retirement Fund Pure Equity Plan Direct Growth
8.82%
3rd
ICICI Prudential Retirement Fund Pure Equity Plan Regular Growth
8.70%
4th
ICICI Prudential Retirement Fund Pure Equity Plan Regular Payout of Income Dist cum Cap Wdrl
8.70%
5th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
8.34%
41st
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
5.90%
Fund Managers
HS
Harshil SuvarnkarFund Manager Since 22 Mar 2021
About Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth is a Allocation mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 6 years, having been launched on 2019-03-12. Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth has ₹112.41 Cr worth of assets under management (AUM) as of Tue May 20 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth as of Mon May 19 2025 is ₹20.433. The fund has an expense ratio of 1.01%, which is medium comparable to most other Allocation funds.
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth returns for the last 1 year are 15.46%. Since launch, it has delivered 12.24% average annual returns.
The Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth has the majority of its money invested in null, Financial Services, Technology, Energy, Industrials, Healthcare, Communication Services, Basic Materials sectors.
Top 5 Holdings of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth.
- 7.18% Govt Stock 2033: 7.96%
- ICICI Bank Ltd: 7.59%
- HDFC Bank Ltd: 5.40%
- Infosys Ltd: 4.58%
- 7.34% Govt Stock 2064: 3.34%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2019-03-12 |
| care.mutualfunds@adityabirlacapital.com | |
| Phone | +91 22 43568000 |
| Website | www.adityabirlasunlifemf.com |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road |
Tax Implications of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
AllocationEquity Savings
3Y CAGR
10.54%
expense ratio
0.61%
fund size
₹629.34 Cr
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
21.33%
expense ratio
0.82%
fund size
₹5966.93 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
11.04%
expense ratio
1.02%
fund size
₹1372.91 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
17.77%
expense ratio
1.02%
fund size
₹14818.28 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.55%
fund size
₹2337.51 Cr
FAQs
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