Aditya Birla Sun Life Retirement Fund - 40 s · Direct · Growth
NAV
₹21.6580
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +4.77%
- 3Y
- +11.70%
- 5Y
- +10.33%
- Since Inception
- +11.02%
SIP returns (XIRR)
- 1Y
- +6.90%
- 3Y
- +9.25%
- 5Y
- +11.11%
- Since Inception
- +11.67%
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth
- 1Government Of India (06/10/2035)6.50%
- 2Icici Bank Limited6.44%
- 3Hdfc Bank Limited4.45%
- 4Government Of India (22/04/2064)3.05%
- 5Reliance Industries Limited3.01%
- 6Infosys Limited2.88%
- 7Ultratech Cement Limited2.82%
- 8Sun Pharmaceutical Industries Limited2.74%
- 9State Bank Of India2.60%
- 10Axis Bank Limited2.38%
Investment Objective
Aditya Birla Sun Life Retirement Fund - 40 s · Direct · Growth by Aditya Birla Sun Life Mutual Fund is a Retirement Fund fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Retirement Fund category.
About This Fund
Aditya Birla Sun Life Retirement Fund - 40 s · Direct · Growth is a Retirement Fund mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 7 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Individuals planning for retirement with a systematic long-term investment approach
- •SIP investors who can benefit from rupee cost averaging during market fluctuations