AG
Ajay GargFund Manager Since 12 Mar 2019
AllocationRetirement
Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Growth
3Y Annualised
10.82%
0.07% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.46%
0.07% 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
6 years 9 months
NIFTY 50
8 years 11 months
FD
9 years 7 months
Fund info
Fund size
₹115.52 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
Tata Retirement Savings Moderate Fund Direct Plan Growth
0.68%
2nd
Tata Retirement Savings Progressive Fund Direct Plan Growth
0.60%
3rd
Tata Retirement Savings Moderate Fund Growth
0.56%
4th
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth
0.49%
5th
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Payout of Income Dist cum cap wdrl
0.49%
60th
Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Growth
-0.46%
Fund Managers
HS
Harshil SuvarnkarFund Manager Since 22 Mar 2021
About Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Growth
Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular 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 Regular Growth has ₹115.52 Cr worth of assets under management (AUM) as of Fri Sep 04 2026. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Growth as of Thu Sep 03 2026 is ₹19.546. The fund has an expense ratio of 2.09%, which is medium comparable to most other Allocation funds.
Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Growth returns for the last 1 year are 4.16%. Since launch, it has delivered 9.36% average annual returns.
The Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Growth has the majority of its money invested in Financial Services, null, Technology, Energy, Basic Materials, Healthcare sectors.
Top 5 Holdings of Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Growth.
- ICICI Bank Ltd: 6.59%
- 6.48% Govt Stock 2035: 6.34%
- HDFC Bank Ltd: 4.09%
- Infosys Ltd: 3.18%
- Reliance Industries Ltd: 2.98%
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 Regular 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
8.35%
expense ratio
0.45%
fund size
₹1123.48 Cr
Aditya Birla Sun Life Consumption Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
9.78%
expense ratio
0.70%
fund size
₹6153.88 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
9.01%
expense ratio
0.82%
fund size
₹1500.92 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
12.33%
expense ratio
0.83%
fund size
₹14659.85 Cr
Aditya Birla Sun Life Medium Term Fund Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.32%
fund size
₹3280.19 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
