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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)

₹113 Cr

Lock In Period

5 Years

Expense Ratio

2.42

Exit Load

Nil

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.111.20126.42
6M0.204.26126.42
1Y1.086.27126.42
3Y10.9117.17126.42

Portfolio Analysis

  • Equity: 78.21%
  • Debt: 21.84%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Limited6.44%
2. HDFC Bank Limited4.45%
3. Axis Bank Limited2.38%
4. Kotak Mahindra Bank Limited2.11%

1. Sun Pharmaceutical Industries Limited2.74%
2. SAI Life Sciences Ltd1.64%
3. Torrent Pharmaceuticals Limited1.63%

1. State Bank of India2.60%
2. Bank of Maharashtra1.82%
3. Bank of Baroda0.72%

1. Infosys Limited2.88%
2. Coforge Limited1.61%
3. Birlasoft Limited0.28%

1. Hindalco Industries Limited2.11%
2. Vedanta Aluminium Metal Ltd1.19%

1. Reliance Industries Limited3.01%

1. Apollo Hospitals Enterprise Limited1.69%
2. Fortis Healthcare Limited1.27%

1. UltraTech Cement Limited2.82%

1. Larsen & Toubro Limited2.20%
2. H.G. Infra Engineering Limited0.39%

1. Bluestone Jewellery And Lifestyle Ltd1.45%
2. Titan Company Limited1.13%

1. Dixon Technologies (India) Limited1.18%
2. Voltas Limited0.79%
3. Whirlpool of India Limited0.57%

1. SBFC Finance Ltd1.01%
2. Bajaj Finance Limited0.96%
3. Cholamandalam Investment and Finance Company Limited0.27%

1. Eternal Limited1.17%
2. MEESHO LTD0.77%

1. NTPC Limited1.61%
2. VEDANTA POWER LIMITED0.11%

1. ICICI Lombard General Insurance Company Limited1.69%

1. Bajaj Auto Limited1.65%

1. SJS Enterprises Pvt Limited1.57%

1. Avenue Supermarts Limited1.55%

1. Bharti Hexacom Limited1.31%

1. Brigade Enterprises Limited1.30%

1. Max Financial Services Limited1.26%

1. Thermax Limited1.25%

1. Oil & Natural Gas Corporation Limited1.16%
2. VEDANTA OIL AND GAS LTD0.09%

1. TD Power Systems Limited1.09%

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 ₹113 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
Franklin India Aggressive Hybrid Fund Growth22,340 CR2.09
Mirae Asset Aggressive Hybrid Fund Growth39,426 CR1.89
Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth0113 CR2.42
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth04,013 CR
Fund Name1Y3Y
This FundFranklin India Aggressive Hybrid Fund Growth-1.825335.951
This FundMirae Asset Aggressive Hybrid Fund Growth2.107136.1261
This FundAditya Birla Sun Life Retirement Fund - The 40s Plan Growth1.075336.4283
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 : 1.11%
  • 6 Months : 0.20%
  • 1 Year : 1.08%
  • 3 Years : 10.91%
Returns of Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth are updated daily based on NAV of ₹ 19.199 as on Jul 17,2026. Since inception, the return has been 36.43%.

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 ₹113 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.