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Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth Return

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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹112 Cr

Lock In Period

5 Years

Expense Ratio

2.42

Exit Load

Nil

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Summary

Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth NAV is ₹19.033 as of 28 Jun, 2026. Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth has delivered 41.20% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth is ₹500. The AUM of Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth is ₹112 Cr. The expense ratio of the fund is 2.42%, and its benchmark is CRISIL Hybrid 35+65 - Aggressive Index. The current exit load of the fund is Nil. In the last 1M months, Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth has delivered 0.61% returns.

Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.61-1.03126.42
6M-1.150.72126.42
1Y1.012.91126.42
3Y12.199.57126.42

Portfolio Analysis

  • Equity: 77.96%
  • Debt: 22.06%
  • Others
As on: 2026-05-31
View allocation % by

1. ICICI Bank Limited5.95%
2. HDFC Bank Limited4.20%
3. Axis Bank Limited2.30%
4. Kotak Mahindra Bank Limited2.09%

1. Sun Pharmaceutical Industries Limited2.68%
2. Torrent Pharmaceuticals Limited1.58%
3. SAI Life Sciences Ltd1.55%

1. Infosys Limited3.37%
2. Coforge Limited1.58%
3. Birlasoft Limited0.31%

1. State Bank of India2.47%
2. Bank of Maharashtra1.60%
3. Bank of Baroda0.72%

1. Hindalco Industries Limited2.52%
2. Vedanta Aluminium Metal Ltd0.99%

1. Reliance Industries Limited3.10%

1. UltraTech Cement Limited2.91%

1. Apollo Hospitals Enterprise Limited1.61%
2. Fortis Healthcare Limited1.24%

1. Larsen & Toubro Limited2.18%
2. H.G. Infra Engineering Limited0.40%

1. Dixon Technologies (India) Limited1.15%
2. Voltas Limited0.78%
3. Whirlpool of India Limited0.59%

1. Bluestone Jewellery And Lifestyle Ltd1.28%
2. Titan Company Limited1.06%

1. SBFC Finance Ltd1.06%
2. Bajaj Finance Limited0.88%
3. Cholamandalam Investment and Finance Company Limited0.23%

1. Eternal Limited1.12%
2. MEESHO LTD0.74%

1. Bajaj Auto Limited1.80%

1. NTPC Limited1.76%

1. ICICI Lombard General Insurance Company Limited1.76%

1. SJS Enterprises Pvt Limited1.50%

1. Avenue Supermarts Limited1.45%

1. Max Financial Services Limited1.35%

1. Bharti Hexacom Limited1.34%

1. Oil & Natural Gas Corporation Limited1.33%

1. Brigade Enterprises Limited1.28%

1. Thermax Limited1.22%

1. TD Power Systems Limited1.18%

About Fund Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth

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 ₹112 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.42. Under the expert guidance of Mohit Sharma ,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.

Fund Managers

Mohit Sharma

Mr. Mohit Sharma holds PGDCM - IIM Calcutta, B Tech - IIT Madras He has around 10 years of experience of which 7 years are in financial markets. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Navi Aggressive Hybrid Fund Growth0110.8 CR2.47
HSBC Equity Hybrid Fund Growth1474.68 CR2.47
Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth0111.98 CR2.42
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03937.15 CR
Fund Name1Y3Y
This FundNavi Aggressive Hybrid Fund Growth6.19840.6748
This FundHSBC Equity Hybrid Fund Growth-0.203141.0916
This FundAditya Birla Sun Life Retirement Fund - The 40s Plan Growth1.013741.2048
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth 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 2.42. 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 : 0.61%
  • 6 Months : -1.15%
  • 1 Year : 1.01%
  • 3 Years : 12.19%
Returns of Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth are updated daily based on NAV of ₹ 19.033 as on Jun 25,2026. Since inception, the return has been 41.20%.

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 ₹112 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.