otherModerate risk

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.

Latest price per unit

₹21.821

▼ 0.04% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.06 L

▲ ₹5.5k gain · 5.5% / year

Invested 3 years ago

₹1.41 L

▲ ₹41.1k gain · 12.2% / year

Invested 5 years ago

₹1.59 L

▲ ₹59.2k gain · 9.7% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

10.7%

The value swings roughly 11% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-27.28%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year5.55%

CAGR — 3 years12.16%

CAGR — 5 years9.74%

CAGR — since launch10.98%

Volatility — 1 year (annualised)10.32%

Volatility — 3 years (annualised)10.69%

Max drawdown — 1 year-10.15%

Max drawdown — 3 years-11.10%

Sharpe ratio — 1 year (rf=6%)-0.05

Sharpe ratio — 3 years (rf=6%)0.54

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

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.