Aditya Birla Sun Life Retirement Fund - The 40s Plan
Aditya Birla Sun Life Retirement Fund - The 40s Plan
Aggressive HybridRank #12
2/5
NAV (2026-07-14)
₹19.14
AUM
₹113.24 Cr
Exp. Ratio: 2.42%
RISK LEVEL
Very High
Returns & Performance
1 Year1.42%0.21% vs cat avgRank #17
3 Year10.82%0.39% vs cat avgRank #18
5 Year8.44%2.01% vs cat avgRank #34
Since Launch9.23%--
Fund vs Category Average
1Y
1.42%+0.21%
3Y
10.82%-0.39%
5Y
8.44%-2.01%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
Cons
✖3Y returns below category average
✖5Y returns below category average
✖Higher expense ratio (2.42%)
✖1Y category rank outside top 15 (#17)
✖Overall rank #12 in category
ISININF209KB1I56
NAV₹19.14
NAV Date2026-07-14
AUM₹113.24 Cr
Expense Ratio2.42%
RiskVery High
Rating2 / 5
Lock-in Period5 days
Min SIP Amount₹1000
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-12-23
INVESTMENT OBJECTIVE
The Scheme seeks to invests predominantly in equity and equity related instruments with marginal allocation to debt and money market instruments.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Mohit Sharma
Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
Prior to joining Aditya Birla Sun Life AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
