AG
Ajay GargFund Manager Since 12 Mar 2019
AllocationRetirement
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
3Y Annualised
14.19%
0.18% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.63%
0.18% 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 3 months
NIFTY 50
5 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹117.70 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
Axis Retirement Fund - Conservative Plan Direct Pyt of Inc Dis cum Cap Wdrl
1.47%
2nd
Axis Retirement Fund - Conservative Plan Direct Growth
1.47%
3rd
Axis Retirement Fund - Conservative Plan Regular Pyt of Inc Dis cum Cap Wdrl
1.39%
4th
Axis Retirement Fund - Conservative Plan Regular Growth
1.39%
5th
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Payout of Income Dist cum cap wdrl
1.32%
102nd
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
-0.63%
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 ₹117.70 Cr worth of assets under management (AUM) as of Sun Dec 07 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth as of Fri Dec 05 2025 is ₹21.299. 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 5.64%. Since launch, it has delivered 11.87% 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, Energy, Industrials, Basic Materials, Consumer Cyclical, Healthcare sectors.
Top 5 Holdings of Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth.
- 7.18% Govt Stock 2033: 7.49%
- ICICI Bank Ltd: 6.84%
- HDFC Bank Ltd: 5.29%
- Infosys Ltd: 4.32%
- Reliance Industries Ltd: 3.32%
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 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
9.73%
expense ratio
0.54%
fund size
₹920.98 Cr
Aditya Birla Sun Life Consumption Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
15.31%
expense ratio
0.76%
fund size
₹6525.85 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
9.94%
expense ratio
0.93%
fund size
₹1541.54 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
14.88%
expense ratio
0.97%
fund size
₹15681.73 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.57%
fund size
₹2775.06 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
