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

Retirement Fund • OPEN
NAV as of May 18, 2026
₹18.58
1 day change
Returns since inception
9.11%
CAGR
AUM (Fund size)
₹113 Cr
NAV: ₹ 18.58
as on May 18, 2026
Aditya Birla SL Retirement-The 40s Plan-Reg (G)

Aditya Birla SL Retirement-The 40s Plan-Reg (G) Overview

AUM (Fund size) ₹ 113 Cr
Expense ratio 2.42 %
Exit load Nil
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark CRISIL Hybrid 35+65 - Aggressive Index
Min. investment SIP: ₹500    Lumpsum: ₹1,000
Age 7 yrs 3 m since Feb 19, 2019
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Debt
23.04%
Banks
19.32%
Pharmaceuticals & Biotech
5.75%
IT-Software
5.51%
Consumer Durables
4.88%

Top Holdings

C C I 9.21%
GSEC2035 6.83%
ICICI Bank 6.05%
HDFC Bank 4.37%
Infosys 3.85%
Reliance Industr 3.34%
GSEC2064 3.14%
UltraTech Cem. 2.88%
Sun Pharma.Inds. 2.77%
SBI 2.66%

Peer Comparison

Fund Name 1Y 3Y 5Y
Aditya Birla SL Retirement-The 40s Plan-Reg (G) 1.69% 12.74% 8.89%

Scheme Information

Aditya Birla SL Retirement-The 40s Plan-Reg (G) was launched on 19/02/2019. The fund manages ₹113 Cr in assets. Its current expense ratio is 2.42%.

Fund Manager: Chanchal Khandelwal

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FAQs on Aditya Birla SL Retirement-The 40s Plan-Reg (G)

The current expense ratio of Aditya Birla SL Retirement-The 40s Plan-Reg (G) is 2.42%.

The AUM of Aditya Birla SL Retirement-The 40s Plan-Reg (G) is ₹113 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Aditya Birla SL Retirement-The 40s Plan-Reg (G) allows both SIP and lump sum investments.

The latest NAV is ₹18.58.

Minimum SIP starts from ₹500.

Redemption can be done via AMC website or your investment platform.

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