Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct Plan - GROWTH
A specialised fund. Check the scheme details for what it invests in. From Aditya Birla Sun Life Mutual Fund. It's been running since 13 Mar 2019.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 51 other funds in Solution Oriented Scheme - Retirement Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 7 of last 7 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 11% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct Plan - GROWTH against other other funds.
Technical details (for the pros)
Fund info
- Fund house
- Aditya Birla Sun Life Mutual Fund
- Category
- Solution Oriented Scheme - Retirement Fund
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- INF209KB1I80
- ISIN (Div re-invest)
- —
- Fund code
- 146930
- First price on record
- 13 Mar 2019 · 1,842 daily prices
About Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct Plan - GROWTH
Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct Plan - GROWTH is a Solution Oriented Scheme - Retirement Fund offered by Aditya Birla Sun Life Mutual Fund under the Direct plan with the Growth option. It has approximately 8 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.
The current NAV of Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct Plan - GROWTH is ₹21.8210 (as of 4 Sep 2026). Historically, it has delivered 5.54% over the last year, 12.16% CAGR over 3 years, 9.74% CAGR over 5 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 10.7% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 27.3%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct Plan - GROWTH?+
The latest NAV of Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct Plan - GROWTH is ₹21.8210 as of 4 Sep 2026, down 0.04% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct Plan - GROWTH?+
Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct Plan - GROWTH has delivered 1-year return 5.54%, 3-year CAGR 12.16%, 5-year CAGR 9.74%, since-inception CAGR 10.98%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct Plan - GROWTH belong to?+
Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct Plan - GROWTH is categorised as Solution Oriented Scheme - Retirement Fund. A specialised fund. Check the scheme details for what it invests in.
How risky is Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct Plan - GROWTH?+
Based on its 3-year annualised volatility of 10.7%, Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct Plan - GROWTH sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct Plan - GROWTH a direct plan?+
Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct Plan - GROWTH is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).
How old is Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct Plan - GROWTH?+
Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct Plan - GROWTH has NAV history available from 13 Mar 2019 — approximately 8 years of track record and 1,842 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.