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Aditya Birla SL Retirement Fund-40(G)-Direct Plan

Aditya Birla SL Retirement Fund-40(G)-Direct Plan

Solution Oriented•Direct Growth•High Risk

+7.83%

5Y annualised

Solution OrientedDirect GrowthHigh Risk

+7.83%

5Y annualised

-0.76% 1D

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NAV : 23 Oct 2026

₹20.31

Min. SIP amount

₹500

Fund size (AUM)

109 Cr

Expense ratio

1.01%

Launched on

11 Mar 2019

Lock-in period

Benchmark

Nifty 50

Fund Plan

Direct

NAV : 23 Oct 2026

₹20.31

Min. SIP amount

₹500

Fund size (AUM)

109 Cr

Expense ratio

1.01%

Launched on

11 Mar 2019

Lock-in period

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

₹8,000

3M6M1Y3Y

Total investment

₹2,88,000

Would've become

₹3,36,367

Over the pastTotal investmentWould've becomeHistoric returnsReturns

3 months₹24,000₹24,397

+1.65%

6 months₹48,000₹49,402

+2.92%

1 year₹96,000₹1,01,293

+5.51%

3 years₹2,88,000₹3,36,367

+16.79%

Stock Allocation

Stock nameSectorAllocation

TrepsCash & Cash Equivalents And Net Assets8.23%

Government Of India (06/10/2035)Government Securities6.52%

Icici Bank Ltd.Bank6.37%

Fund Composition

₹109 Cr

Large Cap

49.39%

Mid Cap

12.46%

Small Cap

14.87%

Others

23.28%

Sector Allocation

₹109 Cr

Bank

19.75%

Government Securities

12.30%

Cash & Cash Equivalents And Net Assets

8.58%

Healthcare

7.19%

Automobile & Ancillaries

5.85%

5.19%

Non - Ferrous Metals

4.07%

Crude Oil

3.99%

Others

32.37%

Minimum investments

Min. for SIP₹500

Min. for Lumpsum--

Min. for SIP₹500

Min. for Lumpsum--

Returns vs rankings

Absolute returns

Name1Y3Y5Y

Fund returns------

Rank (Income)

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

Name1Y3Y5Y

Aditya Birla SL Retirement Fund-30(G)-Direct Plan

+3.47%+14.72%+10.48%

ICICI Pru Retirement Fund-Pure Debt Plan(G)-Direct Plan

+2.76%+6.21%+5.70%

Aditya Birla SL Retirement Fund-50 Plus-Debt Plan(G)-Direct Plan

+2.41%+5.64%+4.88%

ICICI Pru Retirement Fund-Hybrid Cons Plan(G)-Direct Plan

+1.40%+8.89%+8.00%

Aditya Birla SL Retirement Fund-50(G)-Direct Plan

+0.89%+7.48%+6.49%

SBI Retirement Benefit Fund-Conservative Plan(G)-Direct Plan

-0.10%+6.20%+6.47%

Tata Retirement Sav Fund - Cons Plan(G)-Direct Plan

-0.26%+6.89%+5.90%

HDFC Retirement Fund-Hybrid-Debt Plan(G)-Direct Plan

-1.68%+6.40%+6.60%

Fund name

Aditya Birla SL Retirement Fund-30(G)-Direct Plan

+14.72%

ICICI Pru Retirement Fund-Pure Debt Plan(G)-Direct Plan

+6.21%

Aditya Birla SL Retirement Fund-50 Plus-Debt Plan(G)-Direct Plan

+5.64%

ICICI Pru Retirement Fund-Hybrid Cons Plan(G)-Direct Plan

+8.89%

Aditya Birla SL Retirement Fund-50(G)-Direct Plan

+7.48%

SBI Retirement Benefit Fund-Conservative Plan(G)-Direct Plan

+6.20%

Tata Retirement Sav Fund - Cons Plan(G)-Direct Plan

+6.89%

HDFC Retirement Fund-Hybrid-Debt Plan(G)-Direct Plan

+6.40%

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FAQs

Aditya Birla SL Retirement Fund-40(G)-Direct Plan is a part of Aditya Birla Sun Life AMC Limited, it was incepted on 11 Mar 2019. This fund is managed by Mohit Sharma and Harshil Suvarnkar. It is a Solution Oriented type of fund.

The current NAV of Aditya Birla SL Retirement Fund-40(G)-Direct Plan is ₹20.31 (as of 23 Oct 2026).

Aditya Birla SL Retirement Fund-40(G)-Direct Plan has delivered -5.32% in 1 year, 9.88% in 3 years, and 7.83% in 5 years (annualised).

The minimum SIP amount for Aditya Birla SL Retirement Fund-40(G)-Direct Plan is ₹500.

The expense ratio of Aditya Birla SL Retirement Fund-40(G)-Direct Plan is 1.01%.

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Aditya Birla SL Retirement Fund-40(G)-Direct Plan

SIP Calculator + Returns

Stock Allocation

Fund Composition

Sector Allocation

Minimum investments

Returns vs rankings

Exit load, stamp duty and tax

Fund management

Similar/Peer Fund Comparison

About this fund

FAQs

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