Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
3Y Annualised
14.32%
-1.98% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-5.81%
-1.98% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
5 years 2 months
6 years 4 months
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
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Pyt of Inc Dis cum Cap Wdrl
2nd
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
3rd
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Direct Growth
4th
Aditya Birla Sun Life Retirement Fund - The 50s Pls -Dbt Pln Regular Reinvst of Inc Dis cum Cap Wdrl
5th
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Regular Pyt of Inc Dis cum Cap Wdrl
59th
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
Fund Managers
About Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl 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 Reinvst of Inc Dis cum Cap Wdrl has ₹114.77 Cr worth of assets under management (AUM) as of Sat Mar 14 2026. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl as of Fri Mar 13 2026 is ₹16.252. 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 Reinvst of Inc Dis cum Cap Wdrl returns for the last 1 year are 8.30%. Since launch, it has delivered 10.23% average annual returns.
The Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl 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 Reinvst of Inc Dis cum Cap Wdrl.
- 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 Reinvst of Inc Dis cum Cap Wdrl
| 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. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0


