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Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth
- Solution Oriented
- Retirement Funds
- Very High
-
₹18.83
(-0.45%)
Current NAV 11-07-2025
-
7.21%
Returns
-
Min. SIP ₹1000
Min. Investment ₹1000
Fund Suitability Test
Returns (NAV as on 11-Jul-2025)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -0.91% | -0.42% | 0.52% |
| 1M | -0.19% | 0.27% | -1.36% |
| 3M | 9.9% | 8.32% | -4.72% |
| 6M | 5.02% | 5.13% | -6.02% |
| 1Y | 7.21% | 7.68% | 4.43% |
| 2Y | 16.21% | 15.79% | 13.09% |
| 3Y | 15.38% | 12.26% | 10.35% |
| 5Y | 13.4% | 13.37% | 15.01% |
| ALL | 10.5% | 9.17% | 12.22% |
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Risk Analysis
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 10.67% | 0.91% | 1.07% | -0.32% |
| Category | 0% | 0% | 0% | 0% |
Riskometer
Comparison Of Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth
Compare your fund with the top category schemes.
ITI Multi Cap Fund Regular - Growth
3Y Returns23.54% (p.a.)
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns19.95% (p.a.)
Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth
3Y Returns7.27% (p.a.)
ICICI Prudential Income Plus Arbitrage Active FOF - Growth
3Y Returns12.28% (p.a.)
PGIM India Midcap Fund - Regular Plan - Growth Option
3Y Returns17.02% (p.a.)
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns23.87% (p.a.)
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Start SIPPortfolio Summary (as on 31-May-2025)
An insight into your portfolio composition.
Equity78.32%
Equity Market Cap
Top 5 Sectors of Equity
Financial Services 26%
Healthcare 9%
Technology 8%
Industrials 8%
Consumer Cyclical 8%
Top 5 Companies of Equity
ICICI Bank Ltd 8%
HDFC Bank Ltd 5%
Infosys Ltd 5%
Larsen & Toubro Ltd 4%
Reliance Industries Ltd 3%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
Check out the other Mutual Funds in this category
More Funds From Aditya Birla Sun Life Mutual Fund
| Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Gold Fund-Growth | 0.38% | 3.09% | 23.61% | 30.63% | 13.03% | |
| Aditya Birla Sun Life Gold ETF | 7.2% | 5.63% | 17.44% | 29.97% | 14.52% | |
| Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan | 2.31% | 16.74% | 20.07% | 23.53% | 11.56% | |
| Aditya Birla Sun Life Silver ETF FOF-Regular Growth | 3.38% | 17.79% | 21.56% | 18.16% | 0% | |
| Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | 0.85% | 2.79% | 9.02% | 16.82% | 9.4% | |
| Aditya Birla Sun Life Nasdaq 100 FOF-Regular Growth | 3.88% | 23.52% | 9.12% | 14.63% | 0% | |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | 0.57% | 2.49% | 7.6% | 13.91% | 12.24% | |
| Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | 0.73% | 12.21% | 16.59% | 9.72% | 22.11% | |
| Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | 0.32% | 1.44% | 5.15% | 9.56% | 7.02% | |
| Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan | 0.47% | 1.89% | 5% | 9.35% | 6.49% |
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Chat with usFrequently Asked Questions
What is the current NAV of Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth?
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 of 11-07-2025 is 18.832.
What is the benchmark of Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth?
Aditya Birla Sun Life performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth?
The fund's top 5 sectors holdings are Financial Services, Healthcare, Technology, Industrials, Consumer Cyclical
How can I redeem my investments in Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth?
Redeeming your investments in Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Dhaval Shah, Harshil Suvarnkar, Dhaval Joshi, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth is Rs 117.53 Crs. Crs.
Should I invest in Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growths?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
