AG
Ajay GargFund Manager Since 12 Mar 2019
AllocationRetirement
Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Reinvst of Inc Dis cum Cap Wdrl
3Y Annualised
21.13%
0.21% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
6.26%
0.21% 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
3 years 7 months
NIFTY 50
5 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹114.25 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
Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Reinvst of Inc Dis cum Cap Wdrl
6.26%
2nd
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Payout of Income Dist cum cap wdrl
2.14%
3rd
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth
2.14%
4th
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Payout of Income Dist cum cap wdrl
2.05%
5th
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Growth
2.05%
Fund Managers
HS
Harshil SuvarnkarFund Manager Since 22 Mar 2021
About Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Reinvst of Inc Dis cum Cap Wdrl
Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular 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 6 years, having been launched on 2019-03-12. Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Reinvst of Inc Dis cum Cap Wdrl has ₹114.25 Cr worth of assets under management (AUM) as of Sun Oct 12 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Reinvst of Inc Dis cum Cap Wdrl as of Fri Oct 10 2025 is ₹19.118. The fund has an expense ratio of 2.38%, which is medium comparable to most other Allocation funds.
Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Reinvst of Inc Dis cum Cap Wdrl returns for the last 1 year are 9.68%. Since launch, it has delivered 13.41% average annual returns.
The Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Reinvst of Inc Dis cum Cap Wdrl has the majority of its money invested in null, Financial Services, Technology, Energy, Basic Materials, Industrials, Healthcare sectors.
Top 5 Holdings of Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Reinvst of Inc Dis cum Cap Wdrl.
- 7.18% Govt Stock 2033: 7.74%
- ICICI Bank Ltd: 7.11%
- HDFC Bank Ltd: 5.29%
- Infosys Ltd: 4.36%
- Reliance Industries Ltd: 3.16%
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 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. |
Similar Funds from Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
AllocationEquity Savings
3Y CAGR
9.97%
expense ratio
0.55%
fund size
₹856.80 Cr
Aditya Birla Sun Life Consumption Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
16.42%
expense ratio
0.77%
fund size
₹6323.50 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
10.47%
expense ratio
0.94%
fund size
₹1530.65 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
16.14%
expense ratio
0.97%
fund size
₹15216.10 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.57%
fund size
₹2829.41 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
FAQs
What is the current NAV of Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Reinvst of Inc Dis cum Cap Wdrl?
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What are net assets under management (AUM) of Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Reinvst of Inc Dis cum Cap Wdrl?
What is the PE and PB ratio of Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Reinvst of Inc Dis cum Cap Wdrl?
What are the top 5 holdings of Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Reinvst of Inc Dis cum Cap Wdrl?
What are the top 3 sectors that Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Reinvst of Inc Dis cum Cap Wdrl has invested in?
Who is the manager of Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Reinvst of Inc Dis cum Cap Wdrl?
What is the exit load of Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Reinvst of Inc Dis cum Cap Wdrl?
How to Redeem Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Reinvst of Inc Dis cum Cap Wdrl?
Can I invest in SIP and a Lump Sum of Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Reinvst of Inc Dis cum Cap Wdrl?
