AG
Ajay GargFund Manager Since 12 Mar 2019
AllocationRetirement
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
3Y Annualised
16.26%
0.10% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.80%
0.10% 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 7 months
NIFTY 50
4 years 11 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
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
6.35%
2nd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
6.35%
3rd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
6.35%
4th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth
6.25%
5th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Reinvst of Inc Dis cum Cap Wdrl
6.25%
49th
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
2.80%
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 Sun Jun 01 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth as of Fri May 30 2025 is ₹20.391. 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 13.66%. Since launch, it has delivered 12.13% 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
10.10%
expense ratio
0.61%
fund size
₹629.34 Cr
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
18.89%
expense ratio
0.82%
fund size
₹5966.93 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
10.70%
expense ratio
1.02%
fund size
₹1377.92 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
16.13%
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
₹2436.74 Cr
FAQs
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