AG
Ajay GargFund Manager Since 12 Mar 2019
AllocationRetirement
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
3Y Annualised
12.65%
-0.51% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
Annualised
-3.82%
-0.51% 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 10 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹102.95 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 Payout of Income Dist cum Cap Wdrl
0.50%
2nd
ICICI Prudential Retirement Fund Pure Debt Plan Direct Growth
0.50%
3rd
ICICI Prudential Retirement Fund Pure Debt Plan Regular Growth
0.47%
4th
ICICI Prudential Retirement Fund Pure Debt Plan Regular Payout of Income Dist cum Cap Wdrl
0.47%
5th
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Direct Growth
0.38%
59th
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
-3.82%
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 ₹102.95 Cr worth of assets under management (AUM) as of Wed Mar 12 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth as of Tue Mar 11 2025 is ₹18.481. 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 6.63%. Since launch, it has delivered 10.72% 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, Healthcare, Industrials, Energy, Basic Materials sectors.
Top 5 Holdings of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth.
- 7.18% Govt Stock 2033: 8.46%
- ICICI Bank Ltd: 6.99%
- Infosys Ltd: 5.63%
- HDFC Bank Ltd: 5.31%
- Sai Life Sciences Ltd: 5.23%
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
8.24%
expense ratio
0.62%
fund size
₹653.00 Cr
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
15.65%
expense ratio
0.83%
fund size
₹5266.89 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
8.64%
expense ratio
1.02%
fund size
₹1373.98 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
11.92%
expense ratio
1.02%
fund size
₹13629.04 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.56%
fund size
₹2144.49 Cr
FAQs
What is the current NAV of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth?
What are the average returns of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth?
How do I invest in Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth?
What is the expense ratio of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth?
What are net assets under management (AUM) of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth?
What is the PE and PB ratio of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth?
What are the top 5 holdings of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth?
What are the top 3 sectors that Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth has invested in?
Who is the manager of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth?
What is the exit load of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth?
How to Redeem Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth?
Can I invest in SIP and a Lump Sum of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth?
