Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth

Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth

Historical NAV & Returns

Current NAV(12 Sept 2025)
18.95
Returns
0.00%
Benchmark Rt
0.00%
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Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth

Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth
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SIP Amount

Investment Duration

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Fund Overview

Fund Size:

₹114.25 Cr.

Minimum SIP:

₹1000

Minimum Lumpsum:

₹1000

ISIN:

INF209KB1I56

Fund Rating:
Expense Ratio:

2.38%

Lock In:

~5 Yr

Exit Load:
Data not available.
Period1W1M3M6M
This Fund0.95%2.52%1.39%12.69%
Category Average0.59%1.30%-0.16%10.06%
Benchmark Returns0.52%-1.36%-4.72%-6.02%
Risk Meter
VERY HIGH RISK

Suitable for aggressive investments and investors with very high-risk tolerance.

About This Fund

More Information

Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth is a scheme launched by Aditya Birla Sun Life Mutual Fund on March 11, 2019, and falls under the Retirement Funds fund category. It currently manages an AUM of Rs 114.25 crore. The fund permits investments with a minimum SIP of Rs 1000 and a lump sum of Rs 1000. It charges an expense ratio of 2.38% for managing the portfolio.

  • Investing Strategy:

    The investment objective of the scheme is income generation and capital appreciation for its investors which will be in line with their retirement goals by investing in a mix of equity, equity related instruments along with debt and money market instruments.

  • Performance:

    Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth trailing returns over different times are 3.24% (1 year), 12.57% (3 year) and 12.49% (5 year). The average annual return of this fund stands at 2.9%.

SIP Amount

Monthly SIP Date

Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth as on 12-09-2025 is 18.948.