Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct - Growth
A Solution Oriented Scheme by Aditya Birla Sun Life AMC Limited
3Y Returns (CAGR)
12.49%
Expense Ratio
1.12%
as of 01/05/2026
AUM
₹7.72 Cr
Qtr End: Mar 26
NAV
₹20.66
as of 03/06/2026
3Y Returns (CAGR)
12.49%
Expense Ratio
1.12%
as of 01/05/2026
AUM
₹7.72 Cr
Qtr End: Mar 26
NAV
₹20.66
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -0.35% | -1.38% | 15.36% |
| 6M | -3.00% | -5.91% | 13.10% |
| 1Y | -0.20% | -0.20% | 10.46% |
| 3Y | 42.36% | 12.49% | 10.71% |
| 5Y | 58.33% | 9.63% | 10.66% |
Scheme Details
- Launch Date
- 19/02/2019
- Fund Age
- 7.3 years
- Minimum Investment
- ₹1,000
- Fund House
- Aditya Birla Sun Life Mutual Fund
- Category
- Solution Oriented Scheme
- Sub-category
- Retirement Fund (Solution Oriented Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| ICICI Prudential Retirement Fund Pure Equity Plan - Direct - Growth | 22.63% | 0.72% | ₹316.87 |
| ICICI Prudential Retirement Fund Hybrid Aggressive Plan - Direct - Growth | 20.17% | 0.79% | ₹61.4 |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan - Direct - Growth | 16.60% | 1.14% | ₹24.64 |
| ICICI Prudential Retirement Fund Hybrid Conservative Plan - Direct - Growth | 10.71% | 0.87% | ₹10.58 |
| Aditya Birla Sun Life Retirement Fund-The 50s Plan - Direct - Growth | 8.60% | 0.63% | ₹8.19 |
| Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct - Growth | 12.49% | 1.12% | ₹7.72 |
| Union Retirement Fund - Direct - Growth | 14.76% | 1.15% | ₹7.27 |