Retirement Fundregularidcw
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular - Payout of IDCW
₹15.0940
₹0.14 (+0.96%)
NAV as of 10 Apr 2026
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-1.84%
1 Month-8.41%
3 Months-8.37%
6 Months-6.13%
1 Year-6.96%
3 Years (CAGR)+4.16%
5 Years (CAGR)+3.03%
10 Years (CAGR)—
Since Inception (Mar 2019)+5.12%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-14.91%
3 Year SIP-3.85%
5 Year SIP+0.34%
Since Inception (Mar 2019)+3.17%
Fund Details
Fund HouseAditya Birla Sun Life Mutual Fund
CategoryRetirement Fund
Plan Typeregular
Optionidcw
Min SIP₹500
Min Lumpsum₹1,000
Launch Date13 Mar 2019
AMFI Code146928
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular - Payout of IDCW 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-The 40s Plan-Regular - Payout of IDCW 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