Skip to content
The Good Wealth

Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct Plan - GROWTH

Aditya Birla Sun Life Mutual Fund · Retirement Fund

NAV as of 9 Sept 2026

₹21.587

1y return
+3.85%
absolute
3y return
+11.35%
CAGR
5y return
+9.34%
CAGR
NAV history
27 Jul 20219 Sept 2026

Low ₹12.204High ₹22.008

Scheme details

Fund house
Aditya Birla Sun Life Mutual Fund
Category
Solution Oriented Scheme - Retirement Fund
Plan
Direct Plan
Option
GROWTH
AMFI scheme code
146930
ISIN (growth / payout)
INF209KB1I80
ISIN (reinvestment)
52-week high
₹22.008
52-week low
₹19.416

SIP projection

An illustration only. The rate below is an assumption, not a forecast, and actual returns will differ.

Amount invested
6,00,000
Projected value at 11.4% p.a.
11,21,070

Other variants of this fund

SchemeNAV1y
Aditya Birla Sun Life Retirement Fund-The 40s PlanDirect · IDCW₹17.569−2.37%
Aditya Birla Sun Life Retirement Fund-The 40s PlanRegular · GROWTH₹19.326+2.48%
Aditya Birla Sun Life Retirement Fund-The 40s PlanRegular · IDCW₹15.729−3.66%

Retirement Fund peers, sorted by 1-year return

Same plan and option, from other fund houses. Sorted by a fact, not a recommendation.

SchemeNAV1y
Aditya Birla Sun Life Retirement Fund-The 30s PlanDirect · GROWTH₹25.447+15.34%
Aditya Birla Sun Life Retirement Fund-The 50s PlanDirect · GROWTH₹16.8231+5.43%
Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt PlanDirect · GROWTH₹14.9828+4.31%

Thinking about this fund?

Talk to The Good Wealth about whether it fits your goals and how to invest.

Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns. NAV data is sourced from AMFI and may be delayed. The Good Wealth is an AMFI-registered mutual fund distributor and does not provide investment advice.