Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct - Growth
Solution Oriented Scheme by Aditya Birla Sun Life AMC Limited
3Y Returns (CAGR)
10.86%
Expense Ratio
1.12%
as of 01/06/2026
AUM
₹7.7 Cr
Qtr End: Jun 26
NAV
₹20.862
as of 16/10/2026
3Y Returns (CAGR)
10.86%
Expense Ratio
1.12%
as of 01/06/2026
AUM
₹7.7 Cr
Qtr End: Jun 26
NAV
₹20.862
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -2.66% | -10.22% | 8.77% |
| 6M | -0.72% | -1.44% | 9.09% |
| 1Y | -2.73% | -2.73% | 10.97% |
| 3Y | 36.23% | 10.86% | 10.89% |
| 5Y | 46.28% | 7.90% | 10.71% |
Scheme Details
- Launch Date
- 19/02/2019
- Fund Age
- 7.6 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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