Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth

Scheme code: INF209KB1I80 NAV value: ₹ 19.7570 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	5.02	34.76	21.46	20.32
3 year	5.79	19.62	11.94	13.44
5 year	10.56	19.51	13.62	12.17

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	21.46
3 year	6.28	33.32	15.79	11.94
5 year	3.54	26.02	13.5	13.62
7 year	3.33	15.62	11.71
10 year	3.49	17.22	10.6
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	21.46
3 year	9.08	58.7	29.31	11.94
5 year	3.67	48	18.04	13.62
7 year	3.8	31.03	14.14
10 year	3.8	28.93	12.39
12 year	3.63	26.65	12.59
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	21.46
3 year	7.68	33.37	17.09	11.94
5 year	2.35	27.63	13.51	13.62
7 year	3.76	16.01	12.07
10 year	3.56	16.94	10.92
12 year	3.31	16.54	11.01
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	21.46
3 year	8.04	34.46	18.26	11.94
5 year	3.37	28.64	14.21	13.62
7 year	3.97	16.42	12.41
10 year	3.53	17.72	11.22
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

- Average return: 21.46% - Median return: 23.65% - Average standard deviation: 3.59

- Average return: 11.94% - Median return: 11.95% - Average standard deviation: 1.31

- Average return: 13.62% - Median return: 13.48% - Average standard deviation: 0.92

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,94,764	94,764	7.90
3 year	36,00,000	43,09,388	7,09,388	6.18
5 year	60,00,000	86,50,087	26,50,087	7.59

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,94,764 - Absolute Returns: ₹94,764 - CAGR: 7.9%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,09,388 - Absolute Returns: ₹7,09,388 - CAGR: 6.18%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,50,087 - Absolute Returns: ₹26,50,087 - CAGR: 7.59%