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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

Summary

Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth NAV is ₹18.857 as of 29 May, 2026. Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth has delivered 43.63% 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 ₹113 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 0.18% 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(%)
1M0.180.36126.25
6M-2.581.84126.25
1Y2.095.37126.25
3Y12.8315.59126.25

Portfolio Analysis

  • Equity: 77.48%
  • Debt: 22.51%
  • Others
As on: 2026-04-30
View allocation % by

1. ICICI Bank Limited5.93%
2. HDFC Bank Limited4.31%
3. Axis Bank Limited2.25%
4. Kotak Mahindra Bank Limited2.07%

1. Sun Pharmaceutical Industries Limited2.67%
2. Torrent Pharmaceuticals Limited1.48%
3. SAI Life Sciences Ltd1.42%

1. Infosys Limited3.41%
2. Coforge Limited1.31%
3. Birlasoft Limited0.36%

1. State Bank of India2.71%
2. Bank of Maharashtra1.56%
3. Bank of Baroda0.70%

1. Reliance Industries Limited3.33%

1. Hindalco Industries Limited2.30%
2. Vedanta Aluminium Metal Ltd.0.98%

1. UltraTech Cement Limited2.91%

1. Apollo Hospitals Enterprise Limited1.49%
2. Fortis Healthcare Limited1.23%

1. Dixon Technologies (India) Limited1.11%
2. Voltas Limited0.89%
3. Whirlpool of India Limited0.70%

1. Larsen & Toubro Limited2.13%
2. H.G. Infra Engineering Limited0.40%

1. Bluestone Jewellery And Lifestyle Ltd1.34%
2. Titan Company Limited1.13%

1. SBFC Finance Ltd1.03%
2. Bajaj Finance Limited0.90%
3. Cholamandalam Investment and Finance Company Limited0.23%

1. Eternal Limited1.09%
2. MEESHO LTD0.77%

1. NTPC Limited1.80%

1. ICICI Lombard General Insurance Company Limited1.72%

1. Bajaj Auto Limited1.70%

1. Avenue Supermarts Limited1.62%

1. Brigade Enterprises Limited1.54%

1. Oil & Natural Gas Corporation Limited1.49%

1. Bharti Hexacom Limited1.34%

1. SJS Enterprises Pvt Limited1.28%

1. Max Financial Services Limited1.26%

1. TD Power Systems Limited1.02%

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
Baroda BNP Paribas Aggressive Hybrid Fund Growth11239.06 CR2.21
Nippon India Aggressive Hybrid Fund Growth33958.21 CR2.1
Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth0112.93 CR2.42
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03958.21 CR
Fund Name1Y3Y
This FundBaroda BNP Paribas Aggressive Hybrid Fund Growth0.356142.3397
This FundNippon India Aggressive Hybrid Fund Growth1.702543.5923
This FundAditya Birla Sun Life Retirement Fund - The 40s Plan Growth2.089843.6286
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 : 0.18%
  • 6 Months : -2.58%
  • 1 Year : 2.09%
  • 3 Years : 12.83%
Returns of Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth are updated daily based on NAV of ₹ 18.857 as on May 27,2026. Since inception, the return has been 43.63%.

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.