Aditya Birla SL Retirement-The 40s Plan-Dir (G) logo

Aditya Birla SL Retirement The 40s Plan Direct Growth

Solution Oriented

|

Retirement Fund

NAV ₹21.41 as on 17 Nov 2025

RiskVery High

Fund Size₹117.70Cr

NAV₹21.41 as on 17 Nov 2025
RiskVery High
Fund Size₹117.70Cr

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Investment Details
Top Rated Funds

Lock-in

5 Years

Min One Time Amount

₹1,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹1,000

Exit Load

Nil

Basic Details

Age

6 years 8 months (Since Mar 11, 2019)

Return since Launch

12.04%

Expense ratio

1.01%

Type

OPEN

AUM (Fund Size)

₹117.70

Risk Grade

Very High

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Calculate Your Returns
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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Chanchal Khandelwal

Experience:

He has an overall experience of around 12 years of which 8 years is in financial markets with BSLAMC. Prior to joining BSLAMC, he has worked with Aditya Birla Retail Limited (February 2007 - May 2008) and Aditya Birla Management Corporation Ltd.(December 2005 - February 2007) in the areas of Strategy and Corporate Finance.

Asset Allocation

GSEC2033 8.37%

C C I 3.53%

GSEC2064 2.98%

GSEC2030 1.76%

HDFC Bank 0.89%

Net CA & Others 0.53%

GSEC2025 0.25%

See All
Scheme Holding Summary

Govt. Securities

Banks

IT - Software

Debt Others

Clearing Corporation of India Ltd

3.53%

Refineries

Infrastructure Developers & Operators

Cement

Diamond, Gems and Jewellery

Pharmaceuticals

Cipla Ltd

0.31%

Healthcare

Realty

Insurance

Non Ferrous Metals

Telecom-Service

Auto Ancillaries

Consumer Durables

Power Generation & Distribution

NTPC Ltd

1.46%

Automobile

Retail

E-Commerce/App based Aggregator

Mining & Mineral products

Finance

Crude Oil & Natural Gas

Miscellaneous

Capital Goods - Electrical Equipment

Tyres

CEAT Ltd

1.03%

FMCG

Quick Service Restaurant

Chemicals

Marine Port & Services

Bearings

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#6 in India
Total AUM₹4,28,065.94Cr
Date of Incorporation05 Sep 1994
Aditya Birla SL Retirement The 40s Plan Direct Growth is a Solution Oriented Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 11 Mar 2019. The fund currently has an Asset Under Management(AUM) of ₹4,28,065.94 Cr and the Latest NAV as of 17 Nov 2025 is ₹21.41.
The Aditya Birla SL Retirement The 40s Plan Direct Growth is rated Very High. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹1,000. Exit load of Nil.
...Read more
Returns and Rankings

Category: Solution Oriented Retirement Fund

1Y3Y5YAll
Fund returns11.25%4.76%2.58%1.91%
Category average7.78%4.25%2.47%-
Rank within category2109-

FAQ’s

What kind of returns does Aditya Birla SL Retirement The 40s Plan Direct Growth provide?

Aditya Birla SL Retirement The 40s Plan Direct Growth has given a return of 14.96% in the past 3 years.

What is the expense ratio charged by Aditya Birla SL Retirement The 40s Plan Direct Growth?

The Expense Ratio charged by Aditya Birla SL Retirement The 40s Plan Direct Growth is 1.01%.

What is the AUM size of Aditya Birla SL Retirement The 40s Plan Direct Growth?

The AUM size of Aditya Birla SL Retirement The 40s Plan Direct Growth is ₹117.70Cr.

What is the minimum SIP amount that you can invest in Aditya Birla SL Retirement The 40s Plan Direct Growth?

₹500 is the minimum SIP amount that you can invest in Aditya Birla SL Retirement The 40s Plan Direct Growth .

What are the top stock holdings of Aditya Birla SL Retirement The 40s Plan Direct Growth?

The top stock holdings of Aditya Birla SL Retirement The 40s Plan Direct Growth include

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*By clicking, I agree to the T&C and Whatsapp updates.