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Aditya Birla Sun Life Retirement Fund The 40s Plan Growth
+12.35%
3Y annualised
-0.35% 1D
NAV: 15 May '26
₹18.62
Min. for SIP
₹500
Fund size (AUM)
₹112.93 Cr
Expense ratio
2.42%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,795 | -0.68% | |
| 1 year | ₹60,000 | ₹59,445 | -0.92% | |
| 3 years | ₹1,80,000 | ₹1,96,800 | +9.33% | |
| 5 years | ₹3,00,000 | ₹3,70,099 | +23.37% |
Holdings (61)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 6.39% |
| ICICI Bank Ltd. | Financial | Equity | 5.93% |
| HDFC Bank Ltd. | Financial | Equity | 4.31% |
| Infosys Ltd. | Technology | Equity | 3.41% |
| Reliance Industries Ltd. | Energy | Equity | 3.33% |
| GOI | Sovereign | GOI Sec | 2.97% |
| Ultratech Cement Ltd. | Construction | Equity | 2.91% |
| State Bank of India | Financial | Equity | 2.71% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 2.67% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 2.30% |
| Axis Bank Ltd. | Financial | Equity | 2.25% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.13% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.07% |
| GOI | Sovereign | GOI Sec | 1.81% |
| NTPC Ltd. | Energy | Equity | 1.80% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.72% |
| Bajaj Auto Ltd. | Automobile | Equity | 1.70% |
| Avenue Supermarts Ltd. | Services | Equity | 1.62% |
| Bank of Maharashtra | Financial | Equity | 1.56% |
| Brigade Enterprises Ltd. | Construction | Equity | 1.54% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.49% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 1.49% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 1.48% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 1.42% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.34% |
| BlueStone Jewellery and Lifestyle Ltd. | Consumer Discretionary | Equity | 1.34% |
| Coforge Ltd. | Technology | Equity | 1.31% |
| SJS Enterprises Ltd. | Automobile | Equity | 1.28% |
| Max Financial Services Ltd. | Financial | Equity | 1.26% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.23% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.13% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.11% |
| Eternal Ltd. | Services | Equity | 1.09% |
| SBFC Finance Ltd. | Financial | Equity | 1.03% |
| TD Power Systems Ltd. | Capital Goods | Equity | 1.02% |
| Thermax Ltd. | Capital Goods | Equity | 0.99% |
| Vedanta Aluminium Metal Ltd. | Metals & Mining | Equity | 0.98% |
| Ceat Ltd. | Automobile | Equity | 0.92% |
| HDFC Bank Ltd. | Financial | Debenture | 0.90% |
| Bajaj Finance Ltd. | Financial | Equity | 0.90% |
| GOI | Sovereign | GOI Sec | 0.90% |
| Voltas Ltd. | Consumer Discretionary | Equity | 0.89% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.81% |
| Meesho Ltd. | Services | Equity | 0.77% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.75% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.73% |
| Vedanta Ltd. | Metals & Mining | Equity | 0.72% |
| Bank Of Baroda | Financial | Equity | 0.70% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 0.70% |
| Devyani International Ltd. | Services | Equity | 0.69% |
| Mrs. Bectors Food Specialities Ltd. | Consumer Staples | Equity | 0.68% |
| Timken India Ltd. | Capital Goods | Equity | 0.67% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.61% |
| Vinati Organics Ltd. | Chemicals | Equity | 0.54% |
| H.G. Infra Engineering Ltd. | Construction | Equity | 0.40% |
| Birlasoft Ltd. | Technology | Equity | 0.36% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.23% |
| Malco Energy Ltd. | Metals & Mining | Equity | 0.16% |
| Medi Assist Healthcare Services Ltd. | Services | Equity | 0.15% |
| Vedanta Power Ltd. | Capital Goods | Equity | 0.10% |
| Vedanta Iron And Steel Ltd. | Metals & Mining | Equity | 0.05% |
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% | +12.3% | +9.2% | +9.0% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 19 | 18 | 34 | -- |
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 Growth | +2.38% | +16.59% | 50,367.73 | |
JM Aggressive Hybrid Fund Growth | -2.80% | +15.95% | 701.44 | |
SBI Equity Hybrid Fund Growth | +3.29% | +13.45% | 83,353.48 | |
UTI Aggressive Hybrid Fund Plan Growth | -1.02% | +13.35% | 6,524.13 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| 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 ₹4,23,182 Cr and the Latest NAV as of 15 May 2026 is ₹18.62.
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₹4,23,182.21 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,