Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl

The current Net Asset Value (NAV) of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl - Direct Growth plan is approximately ₹17.857 as of Tue Aug 11 2026.

Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl has delivered average annual returns of 11.03% since inception.

It is fast, easy, and entirely paperless to invest in this mutual fund scheme on StackWealth. Here's how:

• Click on the 'Invest on App' button to download the app.
• Once downloaded, sign up and complete your KYC process or log in.
• Search for Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl, select the investment mode (Lumpsum or SIP), and enter your amount.
• Provide the necessary bank details and confirm your investment.

Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl has an expense ratio of 0.95%, which reflects the fund's management and operating costs.

The Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl currently has assets under management (AUM) valued at approximately ₹113.24 Cr as of Sat Aug 15 2026.

The PE ratio of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl is 22.88 and the PB ratio of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl is 3.12 .

The top holdings of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl include:

• 6.48% Govt Stock 2035
• ICICI Bank Ltd
• HDFC Bank Ltd
• 7.34% Govt Stock 2064
• Reliance Industries Ltd

Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl has major investments in:

• null
• Financial Services
• Energy

The fund managers of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl are Ajay Garg, Harshil Suvarnkar.

Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl has an exit load of 0%, applicable under specified conditions.

If you want to sell your Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl holdings, go to your holding on the app or web and simply click on it.

You will get two options - redeem & invest more; click on redeem and enter your desired amount, or if you wish to redeem the entire holding amount, then select the 'redeem all' checkbox.

You can select either SIP or Lumpsum investment of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl based on your investment objective and risk tolerance.