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Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth
+14.86%
3Y annualised
+0.30% 1D
NAV: 20 Mar '26
₹19.94
Min. for SIP
₹500
Fund size
₹114.77 Cr
Expense ratio
1.02%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹28,653 | -4.49% | |
| 1 year | ₹60,000 | ₹58,169 | -3.05% | |
| 3 years | ₹1,80,000 | ₹1,98,232 | +10.13% | |
| 5 years | ₹3,00,000 | ₹3,75,541 | +25.18% |
Holdings (57)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 7.64% |
| ICICI Bank Ltd. | Financial | Equity | 6.37% |
| HDFC Bank Ltd. | Financial | Equity | 4.88% |
| Infosys Ltd. | Technology | Equity | 3.69% |
| Reliance Industries Ltd. | Energy | Equity | 3.19% |
| Ultratech Cement Ltd. | Construction | Equity | 3.13% |
| GOI | Sovereign | GOI Sec | 3.02% |
| State Bank of India | Financial | Equity | 3.00% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 2.52% |
| Axis Bank Ltd. | Financial | Equity | 2.41% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.24% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.21% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 2.01% |
| Vedanta Ltd. | Metals & Mining | Equity | 1.88% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.82% |
| GOI | Sovereign | GOI Sec | 1.80% |
| NTPC Ltd. | Energy | Equity | 1.70% |
| Bajaj Auto Ltd. | Automobile | Equity | 1.67% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 1.51% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.50% |
| Bank of Maharashtra | Financial | Equity | 1.47% |
| Max Financial Services Ltd. | Financial | Equity | 1.42% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.40% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 1.36% |
| Avenue Supermarts Ltd. | Services | Equity | 1.34% |
| Brigade Enterprises Ltd. | Construction | Equity | 1.33% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 1.30% |
| Coforge Ltd. | Technology | Equity | 1.28% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.23% |
| SJS Enterprises Ltd. | Automobile | Equity | 1.23% |
| BlueStone Jewellery and Lifestyle Ltd. | Consumer Discretionary | Equity | 1.14% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.09% |
| Eternal Ltd. | Services | Equity | 1.07% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.03% |
| SBFC Finance Ltd. | Financial | Equity | 1.02% |
| Voltas Ltd. | Consumer Discretionary | Equity | 0.95% |
| Bajaj Finance Ltd. | Financial | Equity | 0.94% |
| Ceat Ltd. | Automobile | Equity | 0.92% |
| GOI | Sovereign | GOI Sec | 0.90% |
| HDFC Bank Ltd. | Financial | Debenture | 0.90% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.89% |
| Bank Of Baroda | Financial | Equity | 0.84% |
| TD Power Systems Ltd. | Capital Goods | Equity | 0.79% |
| Thermax Ltd. | Capital Goods | Equity | 0.74% |
| Mrs. Bectors Food Specialities Ltd. | Consumer Staples | Equity | 0.72% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.69% |
| Devyani International Ltd. | Services | Equity | 0.69% |
| Timken India Ltd. | Capital Goods | Equity | 0.66% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.66% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.65% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 0.64% |
| Meesho Ltd. | Services | Equity | 0.63% |
| Vinati Organics Ltd. | Chemicals | Equity | 0.59% |
| Birlasoft Ltd. | Technology | Equity | 0.37% |
| H.G. Infra Engineering Ltd. | Construction | Equity | 0.36% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.26% |
| Medi Assist Healthcare Services Ltd. | Services | Equity | 0.16% |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +5.1% | +14.9% | +9.8% | +10.3% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 10 | 16 | 35 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +6.47% | +18.37% | 50,205.35 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +3.90% | +16.93% | 3,545.93 | |
DSP Aggressive Hybrid Fund Direct Growth | +0.26% | +15.39% | 11,928.12 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +4.56% | +14.89% | 4,063.06 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +1.14% | +13.90% | 2,349.87 | |
| Compare | ||||
Fund management
CKChanchal KhandelwalOct 2024 - PresentView details
CK
Chanchal Khandelwal
Oct 2024 - Present
View details
HSHarshil SuvarnkarMar 2021 - PresentView details
HS
Harshil Suvarnkar
Mar 2021 - Present
View details
About Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth
Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Chanchal Khandelwal is the Current Fund Manager of Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,35,493 Cr and the Latest NAV as of 20 Mar 2026 is ₹19.94.
The Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000.
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Investment Objective
The Scheme seeks to invests predominantly in equity and equity related instruments with marginal allocation to debt and money market instruments.
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index
Fund house
Rank (total assets)#4 in India
Total AUM₹4,35,493.48 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,