Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct - Growth
Solution Oriented Scheme by Aditya Birla Sun Life AMC Limited
3Y Returns (CAGR)
11.59%
Expense Ratio
1.12%
as of 01/06/2026
AUM
₹7.72 Cr
Qtr End: Mar 26
NAV
₹21.404
as of 17/07/2026
3Y Returns (CAGR)
11.59%
Expense Ratio
1.12%
as of 01/06/2026
AUM
₹7.72 Cr
Qtr End: Mar 26
NAV
₹21.404
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.74% | 7.13% | 9.50% |
| 6M | 1.34% | 2.70% | 13.46% |
| 1Y | 2.46% | 2.46% | 10.75% |
| 3Y | 38.97% | 11.59% | 10.77% |
| 5Y | 60.44% | 9.92% | 10.70% |
Scheme Details
- Launch Date
- 19/02/2019
- Fund Age
- 7.4 years
- Minimum Investment
- ₹1,000
- Fund House
- Aditya Birla Sun Life Mutual Fund
- Category
- Solution Oriented Scheme
- Sub-category
- Retirement Fund (Solution Oriented Scheme)
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