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Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth
+14.90%
3Y annualised
-0.45% 1D
NAV: 30 Apr '26
₹20.83
Min. for SIP
₹500
Fund size (AUM)
₹105.68 Cr
Expense ratio
1.12%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,922 | -0.26% | |
| 1 year | ₹60,000 | ₹60,366 | +0.61% | |
| 3 years | ₹1,80,000 | ₹2,03,973 | +13.32% | |
| 5 years | ₹3,00,000 | ₹3,88,050 | +29.35% |
Holdings (57)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 6.83% |
| ICICI Bank Ltd. | Financial | Equity | 6.05% |
| HDFC Bank Ltd. | Financial | Equity | 4.37% |
| Infosys Ltd. | Technology | Equity | 3.85% |
| Reliance Industries Ltd. | Energy | Equity | 3.34% |
| GOI | Sovereign | GOI Sec | 3.14% |
| Ultratech Cement Ltd. | Construction | Equity | 2.88% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 2.77% |
| State Bank of India | Financial | Equity | 2.66% |
| Axis Bank Ltd. | Financial | Equity | 2.20% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 2.09% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.04% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.99% |
| GOI | Sovereign | GOI Sec | 1.92% |
| Vedanta Ltd. | Metals & Mining | Equity | 1.86% |
| NTPC Ltd. | Energy | Equity | 1.79% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.78% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 1.60% |
| Bajaj Auto Ltd. | Automobile | Equity | 1.60% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.54% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 1.51% |
| Avenue Supermarts Ltd. | Services | Equity | 1.50% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.43% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 1.38% |
| Brigade Enterprises Ltd. | Construction | Equity | 1.36% |
| BlueStone Jewellery and Lifestyle Ltd. | Consumer Discretionary | Equity | 1.33% |
| Coforge Ltd. | Technology | Equity | 1.31% |
| Bank of Maharashtra | Financial | Equity | 1.31% |
| Max Financial Services Ltd. | Financial | Equity | 1.27% |
| SJS Enterprises Ltd. | Automobile | Equity | 1.17% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.13% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.09% |
| Eternal Ltd. | Services | Equity | 1.08% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.02% |
| HDFC Bank Ltd. | Financial | Debenture | 0.97% |
| SBFC Finance Ltd. | Financial | Equity | 0.96% |
| GOI | Sovereign | GOI Sec | 0.96% |
| Ceat Ltd. | Automobile | Equity | 0.92% |
| Thermax Ltd. | Capital Goods | Equity | 0.84% |
| Voltas Ltd. | Consumer Discretionary | Equity | 0.84% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.84% |
| Bajaj Finance Ltd. | Financial | Equity | 0.82% |
| TD Power Systems Ltd. | Capital Goods | Equity | 0.81% |
| Bank Of Baroda | Financial | Equity | 0.70% |
| Timken India Ltd. | Capital Goods | Equity | 0.67% |
| Mrs. Bectors Food Specialities Ltd. | Consumer Staples | Equity | 0.67% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.64% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.62% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.61% |
| Meesho Ltd. | Services | Equity | 0.60% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 0.60% |
| Vinati Organics Ltd. | Chemicals | Equity | 0.58% |
| Devyani International Ltd. | Services | Equity | 0.56% |
| Birlasoft Ltd. | Technology | Equity | 0.34% |
| H.G. Infra Engineering Ltd. | Construction | Equity | 0.31% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.22% |
| Medi Assist Healthcare Services Ltd. | Services | Equity | 0.14% |
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 | +5.0% | +14.9% | +10.8% | +10.8% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 17 | 17 | 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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +5.70% | +18.32% | 46,700.42 | |
JM Aggressive Hybrid Fund Direct Growth | +0.64% | +18.13% | 651.98 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +5.32% | +16.97% | 3,308.91 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +4.63% | +14.41% | 3,700.53 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +0.79% | +14.09% | 2,163.53 | |
| 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 ₹3,86,321 Cr and the Latest NAV as of 30 Apr 2026 is ₹20.83.
The Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth is rated Very 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₹3,86,320.68 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,