Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct - Growth
Solution Oriented Scheme by Aditya Birla Sun Life AMC Limited
3Y Returns (CAGR)
11.54%
Expense Ratio
1.12%
as of 01/06/2026
AUM
₹7.7 Cr
Qtr End: Jun 26
NAV
₹21.812
as of 02/09/2026
3Y Returns (CAGR)
11.54%
Expense Ratio
1.12%
as of 01/06/2026
AUM
₹7.7 Cr
Qtr End: Jun 26
NAV
₹21.812
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 5.76% | 25.10% | 8.10% |
| 6M | 5.61% | 11.54% | 12.22% |
| 1Y | 5.87% | 5.87% | 10.66% |
| 3Y | 38.78% | 11.54% | 10.83% |
| 5Y | 57.43% | 9.50% | 10.69% |
Scheme Details
- Launch Date
- 19/02/2019
- Fund Age
- 7.5 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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