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Return

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  • 6M
  • 1Y
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  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹114 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 ₹18.685 NAV as of Mar 06,2026 and returns since inception of 47.99%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth AUM is ₹114 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 -1.35% returns, against a category average of -0.47% and a category best of 126.25%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.35-0.47126.25
6M0.322.40126.25
1Y11.426.67126.25
3Y13.9614.61126.25

Portfolio Analysis

  • Equity: 78.51%
  • Debt: 21.47%
  • Others
As on: 2026-01-31
View allocation % by

1. ICICI Bank Limited7.14%
2. HDFC Bank Limited5.17%
3. Axis Bank Limited2.41%
4. Kotak Mahindra Bank Limited2.19%

1. Infosys Limited4.70%
2. Coforge Limited1.81%
3. Birlasoft Limited0.40%

1. Sun Pharmaceutical Industries Limited2.34%
2. Torrent Pharmaceuticals Limited1.40%
3. SAI Life Sciences Ltd1.10%
4. Cipla Limited0.29%

1. State Bank of India2.72%
2. Bank of Maharashtra1.30%
3. Bank of Baroda0.79%

1. Reliance Industries Limited3.23%

1. UltraTech Cement Limited3.17%

1. Larsen & Toubro Limited2.08%
2. H.G. Infra Engineering Limited0.43%

1. Apollo Hospitals Enterprise Limited1.35%
2. Fortis Healthcare Limited1.12%

1. Dixon Technologies (India) Limited1.03%
2. Voltas Limited0.82%
3. Whirlpool of India Limited0.55%

1. Bluestone Jewellery And Lifestyle Ltd1.16%
2. Titan Company Limited1.02%

1. Hindalco Industries Limited2.12%

1. SBFC Finance Ltd0.95%
2. Bajaj Finance Limited0.89%
3. Cholamandalam Investment and Finance Company Limited0.24%

1. Eternal Limited1.20%
2. MEESHO LTD0.69%

1. Vedanta Limited1.80%

1. ICICI Lombard General Insurance Company Limited1.76%

1. Bajaj Auto Limited1.62%

1. NTPC Limited1.60%

1. Brigade Enterprises Limited1.46%

1. Bharti Hexacom Limited1.36%

1. Oil & Natural Gas Corporation Limited1.33%

1. SJS Enterprises Pvt Limited1.32%

1. Avenue Supermarts Limited1.30%

1. Max Financial Services Limited1.28%

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 ₹114 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 NameRatingsAUMExpense Ratio
This FundFranklin India Aggressive Hybrid Fund Growth22340.81 CR2.04
This FundAditya Birla Sun Life Retirement Fund - The 40s Plan Growth0113.54 CR2.39
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth04024.55 CR
Fund Name1Y3Y
This FundFranklin India Aggressive Hybrid Fund Growth7.760247.909
This FundAditya Birla Sun Life Retirement Fund - The 40s Plan Growth11.420147.9881
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

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 : -1.35%
  • 6 Months : 0.32%
  • 1 Year : 11.42%
  • 3 Years : 13.96%
Returns of Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth are updated daily based on NAV of ₹ 18.685 as on Mar 06,2026. Since inception, the return has been 47.99%.

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 ₹114 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