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)

₹116 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(%)
1M-2.06-0.34126.25
6M4.313.59126.25
1Y1.894.82126.25
3Y9.5814.01126.25

Portfolio Analysis

  • Equity: 78.77%
  • Debt: 21.26%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Ltd.6.59%
2. HDFC Bank Ltd.4.09%
3. Axis Bank Ltd.2.13%
4. Kotak Mahindra Bank Ltd.2.06%

1. Sun Pharmaceutical Industries Ltd.2.87%
2. Torrent Pharmaceuticals Ltd.1.77%
3. Sai Life Sciences Ltd.1.71%

1. Infosys Ltd.3.18%
2. Coforge Ltd.1.85%
3. Birlasoft Ltd.0.29%

1. State Bank of India2.55%
2. Bank of Maharashtra1.55%
3. Bank of Baroda0.63%

1. BlueStone Jewellery & Lifestyle Ltd.2.12%
2. Titan Company Ltd.1.23%

1. Hindalco Industries Ltd.2.11%
2. Vedanta Aluminium Metal Ltd.1.18%

1. Reliance Industries Ltd.2.98%

1. Apollo Hospitals Enterprise Ltd.1.71%
2. Fortis Healthcare Ltd.1.23%

1. Ultratech Cement Ltd.2.92%

1. Dixon Technologies (India) Ltd.1.36%
2. Voltas Ltd.0.81%
3. Whirlpool of India Ltd.0.56%

1. Larsen & Toubro Ltd.2.05%
2. H.G. Infra Engineering Ltd.0.36%

1. Bajaj Finance Ltd.1.07%
2. SBFC Finance Ltd.0.98%
3. Cholamandalam Investment & Finance Co. Ltd.0.27%

1. Eternal Ltd.1.31%
2. Meesho Ltd.0.71%

1. S.J.S. Enterprises Ltd.1.66%

1. Bajaj Auto Ltd.1.64%

1. NTPC Ltd.1.53%
2. Vedanta Power Ltd.0.09%

1. ICICI Lombard General Insurance Company Ltd.1.55%

1. Brigade Enterprises Ltd.1.48%

1. Bharti Hexacom Ltd.1.39%

1. Avenue Supermarts Ltd.1.36%

1. Oil & Natural Gas Corporation Ltd.1.18%
2. Vedanta Oil and Gas Ltd.0.09%

1. Max Financial Services Ltd.1.17%

1. Thermax Ltd.1.02%
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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 ₹116 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
Mahindra Manulife Aggressive Hybrid Fund Growth42,790 CR2.25
UTI Aggressive Hybrid Fund Growth56,740 CR1.89
Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth0116 CR2.42
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth04,072 CR
Fund Name1Y3Y
This FundMahindra Manulife Aggressive Hybrid Fund Growth-3.606430.9848
This FundUTI Aggressive Hybrid Fund Growth-0.492131.2425
This FundAditya Birla Sun Life Retirement Fund - The 40s Plan Growth1.894431.593
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 : -2.06%
  • 6 Months : 4.31%
  • 1 Year : 1.89%
  • 3 Years : 9.58%
Returns of Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth are updated daily based on NAV of ₹ 18.928 as on Sep 15,2026. Since inception, the return has been 31.59%.

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 ₹116 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.