AG
Ajay GargFund Manager Since 12 Mar 2019
AllocationRetirement
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
3Y Annualised
13.58%
0.99% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-4.41%
0.99% 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
5 years 5 months
NIFTY 50
7 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹114.77 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 Debt Plan Direct Growth
-0.68%
2nd
ICICI Prudential Retirement Fund Pure Debt Plan Direct Payout of Income Dist cum Cap Wdrl
-0.68%
3rd
ICICI Prudential Retirement Fund Pure Debt Plan Regular Payout of Income Dist cum Cap Wdrl
-0.76%
4th
ICICI Prudential Retirement Fund Pure Debt Plan Regular Growth
-0.76%
5th
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
-0.76%
75th
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
-4.41%
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 7 years, having been launched on 2019-03-12. Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth has ₹114.77 Cr worth of assets under management (AUM) as of Wed Apr 08 2026. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth as of Tue Apr 07 2026 is ₹19.906. The fund has an expense ratio of 1.02%, 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 4.81%. Since launch, it has delivered 10.15% 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, Basic Materials, Healthcare sectors.
Top 5 Holdings of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth.
- 7.18% Gs 2033: 7.64%
- ICICI Bank Ltd: 6.37%
- HDFC Bank Ltd: 4.88%
- Infosys Ltd: 3.69%
- Reliance Industries Ltd: 3.19%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2019-03-12 |
| abslamc.cs@adityabirlacapital.com | |
| Phone | +91 22 4356 8008/ 8000 |
| Website | https://mutualfund.adityabirlacapital.com/ |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mills, Senapati Bapat Marg, Elphinstone Road,Mumbai - 400013 |
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
9.75%
expense ratio
0.52%
fund size
₹1076.26 Cr
Aditya Birla Sun Life Consumption Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
12.72%
expense ratio
0.78%
fund size
₹6184.16 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
9.35%
expense ratio
0.93%
fund size
₹1523.44 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
13.97%
expense ratio
0.96%
fund size
₹14787.81 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.56%
fund size
₹3069.79 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
