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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 ₹19.214 NAV as of Feb 20,2026 and returns since inception of 48.81%. 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 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
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- Debt:
- Others
As on: 2026-01-31
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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 ₹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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundTata Retirement Savings Fund - Moderate Growth | 0 | 2093.82 CR | 2.04 |
| This FundAditya Birla Sun Life Retirement Fund - The 40s Plan Growth | 0 | 113.54 CR | 2.39 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4024.55 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Retirement Savings Fund - Moderate Growth | 8.5366 | 48.757 |
| This FundAditya Birla Sun Life Retirement Fund - The 40s Plan Growth | 11.7657 | 48.8067 |
| 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 Months : %
- 1 Year : %
- 3 Years : %
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