SOLUTION ORIENTED•RETIREMENT FUND
Aditya Birla Sun Life Retirement Fund The 40S
3 Year return
12.77%
NAV on August 23, 2026
21.96
1D Returns
0%
Launched on February 2019(7 years)
Investment Details
₹500
Minimum SIP Amount
₹1000
Minimum one time investment
Lock-in period: 5.0000 years
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
22.36%₹805
Total Value ₹4,405
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹115.52 Cr.
Expense Ratio
1.12% (inclusive of GST)
Exit Load
Nil
Ratings
0.5
Ratings by other agencies
Value Research
2
Crisil
0
Morning Star
0
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Aditya Birla Sun Life Mutual Fund Manager
CK
Chanchal Khandelwal
Fund Manager since Dec 2021
HS
Harshil Suvarnkar
Fund Manager since Sep 2024
MS
Mohit Sharma
Fund Manager since May 2026
Fund House Details
Aditya Birla Sun Life Mutual Fund
Asset management company
AUM
₹4,32,523.84 Cr.
No. of Schemes
238
Setup Date
September 1994
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| HDFC Retirement Savings Fund Equity | 10.962% | 5 |
| Aditya Birla Sun Life Retirement Fund The 30S Plan | 17.6196% | 0.5 |
| SBI Retirement Benefit Fund Aggressive | 10.842% | 0 |
Schemes by Aditya Birla Sun Life Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Aditya Birla Sun Life Retirement Fund The 40S Plan Direct Plan Growth is a target date fund managed by Aditya Birla Sun Life Mutual Fund. It is a retirement fund. This is an open-ended fund that provides the investor with an opportunity to buy or sell fund units at any time. The expense ratio of Aditya Birla Sun Life Retirement Fund The 40S Plan Direct Plan Growth is slightly higher compared to its category average.
Investment Objectives of the Scheme
The investment objective of Aditya Birla Sun Life Retirement Fund The 40S Plan Direct Plan Growth is to generate returns that are expected to meet the retirement goals of investors who are nearing their 40s. It invests in a mix of equity, debt and money market securities.
Key Features of The Fund
5-year return
10.5904%
Expense Ratio
1.12%
Fund Manager
Chanchal Khandelwal
Fund Size
₹115.52 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
This fund is suitable for investors who are nearing their 40s and who are looking for a balanced approach to investing. This fund is a good option for investors who are willing to invest for at least 10 years. It is important to remember that all investments carry some risk, and you should always do your own research before investing. However, talk to your financial advisor and ensure that you are considering your investment objectives and risk appetite.
AMC Contact Details
| Name | Aditya Birla Sun Life Mutual Fund |
| Launch Date | September 1994 |
| Address | One India Bulls Centre, Tower-1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai, 400013 |
| Contact | 1-800-22-7000 |
| care.mutualfunds@adityabirlacapital.com | |
| Website | https://mutualfund.adityabirlacapital.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Choose the SIP Amount That Suits You the Best
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FAQs
What is today's NAV of Aditya Birla Sun Life Retirement Fund The 40S?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Aditya Birla Sun Life Retirement Fund The 40S on August 23, 2026, is ₹21.96
What is the AUM of Aditya Birla Sun Life Retirement Fund The 40S?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Aditya Birla Sun Life Retirement Fund The 40S, is ₹115.52 crore.
What is the expense ratio of Aditya Birla Sun Life Retirement Fund The 40S?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Aditya Birla Sun Life Retirement Fund The 40S is 1.12%
What are the returns of Aditya Birla Sun Life Retirement Fund The 40S since inception?
The Aditya Birla Sun Life Retirement Fund The 40S was launched on February 19, 2019. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Aditya Birla Sun Life Retirement Fund The 40S?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Aditya Birla Sun Life Retirement Fund The 40S is ₹500.
How do I invest in Aditya Birla Sun Life Retirement Fund The 40S?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Aditya Birla Sun Life Retirement Fund The 40S?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Aditya Birla Sun Life Retirement Fund The 40S?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Aditya Birla Sun Life Retirement Fund The 40S?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,405 in 3Y at 12.7667% returns
SIP Date1st of every month
Your next SIP Payment will be on 23 September 2026
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