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Aditya Birla Sun Life Retirement Fund The 40s Plan Growth
+8.95%
3Y annualised
+0.25% 1D
NAV: 16 Sep '26
₹18.98
Min. for SIP
₹500
Fund size (AUM)
₹116.04 Cr
Expense ratio
2.42%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,655 | +2.18% | |
| 1 year | ₹60,000 | ₹61,081 | +1.80% | |
| 3 years | ₹1,80,000 | ₹1,96,892 | +9.38% | |
| 5 years | ₹3,00,000 | ₹3,74,251 | +24.75% |
Holdings (64)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Repo | Unspecified | Repo | 7.96% |
| ICICI Bank Ltd | Financial | Equity | 6.64% |
| GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 | Entities | GOI Securities | 6.28% |
| HDFC Bank Ltd | Financial | Equity | 3.86% |
| Infosys Ltd | Technology | Equity | 3.18% |
| GOVERNMENT OF INDIA 34238 GOI 22AP64 7.34 FV RS 100 | Entities | GOI Securities | 2.90% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.89% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 2.85% |
| Ultratech Cement Ltd | Materials | Equity | 2.80% |
| State Bank of India | Financial | Equity | 2.62% |
| Axis Bank Ltd | Financial | Equity | 2.24% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.20% |
| Hindalco Industries Ltd | Materials | Equity | 2.19% |
| Coforge Ltd | Technology | Equity | 2.12% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.09% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 1.89% |
| GOI Sec 7.17 17/04/2030 | Entities | GOI Securities | 1.76% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 1.75% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 1.72% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 1.72% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 1.69% |
| Brigade Enterprises Ltd | Real Estate | Equity | 1.66% |
| Bank of Maharashtra | Financial | Equity | 1.59% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.49% |
| NTPC Ltd | Energy & Utilities | Equity | 1.44% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.43% |
| Zomato Ltd | Technology | Equity | 1.41% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 1.34% |
| TD Power Systems Ltd | Industrials | Equity | 1.34% |
| Bharti Hexacom Ltd. | Technology | Equity | 1.33% |
| Titan Company Ltd | Consumer Discretionary | Equity | 1.28% |
| BlueStone Jewellery and Lifestyle Ltd. | Consumer Discretionary | Equity | 1.27% |
| Max Financial Services Ltd | Financial | Equity | 1.22% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.17% |
| Vedanta Aluminium Metal Ltd | Materials | Equity | 1.13% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 1.12% |
| SBFC Finance Ltd | Financial | Equity | 1.07% |
| Bajaj Finance Ltd | Financial | Equity | 0.99% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.98% |
| Thermax Ltd | Industrials | Equity | 0.92% |
| GOVERNMENT OF INDIA 32584 GOI 06FB33 7.26 FV RS 100 | Entities | GOI Securities | 0.89% |
| Ceat Ltd | Consumer Discretionary | Equity | 0.88% |
| HDFC BANK LIMITED SR V004 8.55 NCD 27MR29 FVRS10LAC | Financial | Debenture | 0.88% |
| Meesho Ltd. | Consumer Discretionary | Equity | 0.80% |
| Mrs. Bectors Food Specialities Ltd | Consumer Staples | Equity | 0.77% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.75% |
| Devyani International Ltd | Consumer Discretionary | Equity | 0.74% |
| Voltas Ltd | Industrials | Equity | 0.72% |
| Vedanta Ltd | Materials | Equity | 0.72% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 0.69% |
| Bank Of Baroda | Financial | Equity | 0.62% |
| Timken India Ltd | Industrials | Equity | 0.60% |
| Whirlpool Of India Ltd | Consumer Discretionary | Equity | 0.55% |
| Vinati Organics Ltd | Materials | Equity | 0.53% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 0.50% |
| Net Receivables | Unspecified | Net Receivables | 0.46% |
| HG Infra Engineering Ltd | Industrials | Equity | 0.32% |
| Birlasoft Ltd | Technology | Equity | 0.28% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.27% |
| Medi Assist Healthcare Services Ltd. | Industrials | Equity | 0.14% |
| Vedanta Oil and Gas Ltd | Energy & Utilities | Equity | 0.10% |
| Vedanta Iron And Steel Ltd | Materials | Equity | 0.10% |
| Vedanta Power Ltd | Industrials | Equity | 0.09% |
| SBI Funds Management Ltd | Financial | Equity | 0.09% |
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 | -0.3% | +8.9% | +7.2% | +8.9% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 17 | 18 | 28 | -- |
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) | |
|---|---|---|---|---|
 | +11.20% | +14.97% | 2,050.58 | |
 | -1.46% | +11.71% | 52,454.21 | |
 | +6.97% | +10.83% | 20,080.76 | |
 | -0.62% | +10.61% | 3,997.71 | |
 | -2.90% | +10.49% | 699.77 | |
| Compare | ||||
Fund management
HSHarshil SuvarnkarMar 2021 - PresentView details
HS
Harshil Suvarnkar
Mar 2021 - Present
View details
MSMohit SharmaMay 2026 - PresentView details
MS
Mohit Sharma
May 2026 - Present
View details
About Aditya Birla Sun Life Retirement Fund The 40s Plan Growth
Aditya Birla Sun Life Retirement Fund The 40s Plan 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. Harshil Suvarnkar is the Current Fund Manager of Aditya Birla Sun Life Retirement Fund The 40s Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,43,789 Cr and the Latest NAV as of 16 Sep 2026 is ₹18.98.
The Aditya Birla Sun Life Retirement Fund The 40s Plan 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₹4,43,788.75 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,