Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹115 Cr
Lock In Period
5 Years
Expense Ratio
2.39
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Exit Load
Nil
Summary
Latest details for Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth include a ₹17.787 NAV as of Mar 27,2026 and returns since inception of 45.64%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth AUM is ₹115 Cr, with a lock-in of 5 Years years, expense ratio of 2.39%, and benchmark CRISIL Hybrid 35+65 - Aggressive Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -6.11% returns, against a category average of -1.80% and a category best of 126.42%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -6.11 | -1.80 | 126.42 |
| 6M | -3.92 | 1.02 | 126.42 |
| 1Y | 2.24 | 4.71 | 126.42 |
| 3Y | 13.35 | 13.51 | 126.42 |
Portfolio Analysis
- Equity: 77.59%
- Debt: 22.36%
- Others
As on: 2026-02-28
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About Fund
Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth managed by Aditya Birla Sun Life Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹115 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.39. Under the expert guidance of Chanchal Khandelwal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundInvesco India Aggressive Hybrid Fund Growth | 2 | 789.15 CR | 2.24 |
| This FundBaroda BNP Paribas Aggressive Hybrid Fund Growth | 1 | 1249.9 CR | 2.11 |
| This FundAditya Birla Sun Life Retirement Fund - The 40s Plan Growth | 0 | 114.77 CR | 2.39 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4063.06 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundInvesco India Aggressive Hybrid Fund Growth | -4.7824 | 45.521 |
| This FundBaroda BNP Paribas Aggressive Hybrid Fund Growth | 1.3074 | 45.5744 |
| This FundAditya Birla Sun Life Retirement Fund - The 40s Plan Growth | 2.2426 | 45.6438 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
FAQs
Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth is 2.39. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth’s fund performance is as follows:
- 1 Month : -6.11%
- 6 Months : -3.92%
- 1 Year : 2.24%
- 3 Years : 13.35%
You can invest in Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth is ₹115 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500