Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth
Fund House: Aditya Birla Sun Life Mutual Fund
Category: Retirement Fund
Status: Open Ended Schemes
Launch Date: 01-03-2019
Minimum Investment: 1000.0
Asset Class: Mixed Asset
Minimum Topup: 1000.0
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Total Assets: 113.45 As on (30-09-2025)
Expense Ratio: 2.38% As on (29-09-2025)
Turn over: 81.00% | Exit Load: Nil
NAV as on 29-10-2025
19.57
0.11
CAGR Since Inception
10.63%
CRISIL Hybrid 35+65 Aggressive Index 12.4%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth | 8.34 | 14.32 | 13.41 | - | 10.63 |
| Benchmark | - | - | - | - | - |
| Retirement Fund | 5.53 | 13.29 | 13.44 | 9.97 | 11.77 |
Funds Manager
Mr. Chanchal Khandelwal
RETURNS CALCULATORS for Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
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End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| ABSL Retrmnt The 40s Reg Gr | 01-03-2019 | 8.34 | 17.34 | 14.32 | 13.41 | 0.0 |
| ICICI Pru Retrmnt Pure Equity Gr | 01-02-2019 | 13.11 | 29.85 | 24.73 | 28.5 | 0.0 |
| ICICI Pru Retrmnt Hybrid Ag Gr | 02-02-2019 | 10.83 | 25.44 | 20.99 | 21.21 | 0.0 |
| ICICI Pru Retrmnt Hybrid Cons Gr | 05-02-2019 | 8.26 | 11.88 | 11.08 | 9.15 | 0.0 |
| PGIM India Retirement Fund Reg Gr | 15-04-2024 | 6.32 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Retrmnt The 30s Reg Gr | 10-03-2019 | 6.31 | 19.87 | 15.92 | 15.41 | 0.0 |
| ICICI Pru Retrmnt Pure Debt Gr | 05-02-2019 | 6.24 | 6.83 | 6.48 | 5.06 | 0.0 |
| ABSL Retrmnt The 50s Reg Gr | 05-03-2019 | 6.07 | 9.54 | 8.7 | 5.75 | 0.0 |
| Bandhan Retirement Fund Reg Gr | 18-10-2023 | 6.01 | 14.25 | 0.0 | 0.0 | 0.0 |
| Baroda BNP Paribas Retirement Fund Reg Gr | 28-05-2024 | 5.91 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth | 9.48 | 0.73 | 6.42 | 0.14 | 6.89 | 8.78 |
| Retirement Fund | - | - | - | - | - | - |