Aditya Birla Sun Life Retirement Fund - The 40s Plan

GrowthHybrid Retirement Fund

18.889

13.29%

not rated

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of      for

Total investment 36,000

Total Value Gain Return %
This Fund

44,404

8,404

14.10%

Bank FD

39,824

3,824

6.5%
Gold

40,770

4,770

8.00%

Fund Information

  • 102.95 Cr.

  • Growth

  • 2.38%

  • Hybrid- Retirement Fund

  • Nifty 50 Arbitrage Index

  • 01 Mar 2019

  • Aditya Birla Sun Life Mutual Fund know more

Fund Managed By

Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 1.59% 5.90% 19.64% 10.33% 26.08% 23.59% 27.15% 11.43%
Category Average -0.03% 1.18% 9.11% 3.36% 13.25% 12.17% 12.78% 8.69%
Aditya Birla Sun Life Retirement Fund - The 40s Plan 0.35% 2.10% 11.69% 5.21% 14.93% 13.29% 12.29% -
ICICI Prudential Retirement Fund Pure Equity Plan 0.09% 5.90% 19.24% 7.15% 26.08% - - -
ICICI Prudential Retirement Fund Hybrid Aggressive Plan 0.50% 5.07% 16.16% 5.03% 22.17% - - -
HDFC Retirement Savings Fund - Equity Plan 0.39% 0.92% 11.64% -0.17% 16.68% 19.05% 23.95% -
Nippon India Retirement Fund - Wealth Creation Scheme 0.67% 2.35% 13.07% -2.47% 18.07% 17.69% 20.47% 11.43%
Aditya Birla Sun Life Retirement Fund - The 30s Plan 1.59% 4.48% 19.64% 3.78% 17.17% 15.43% 14.32% -

Fund Portfolio Details

Equity 79.65%

Debt 14.61%

Others 5.73%

Portfolio Holdings shown is as of 31 Jul 2025

Riskometer

Investors understand that their principal
will be at Very High risk