Aditya Birla SL Retirement Fund-40(G)-Direct Plan
+10.09%
5Y annualised
+10.09%
5Y annualised
-0.38% 1D
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NAV : 02 Sep 2026
₹21.81
Min. SIP amount
₹500
Fund size (AUM)
114 Cr
Expense ratio
1.01%
Launched on
11 Mar 2019
Lock-in period
5Y
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 02 Sep 2026
₹21.81
Min. SIP amount
₹500
Fund size (AUM)
114 Cr
Expense ratio
1.01%
Launched on
11 Mar 2019
Lock-in period
5Y
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
50.05%
Mid Cap
12.63%
Small Cap
14.53%
Others
22.79%
Sector Allocation
Bank
19.59%
Government Securities
11.95%
Cash & Cash Equivalents And Net Assets
8.42%
Healthcare
7.58%
Automobile & Ancillaries
5.72%
It
5.32%
Crude Oil
4.15%
Non - Ferrous Metals
4.07%
Others
32.97%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
No exit load
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Mohit Sharma
Present
Harshil Suvarnkar
Present
Similar/Peer Fund Comparison
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FAQs
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