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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Retirement Fund median (22 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 13 Mar 2019 – 20 Aug 2026, limited by Aditya Birla Sun Life Retirement Fund-The 40s. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Aditya Birla Sun Life Retirement Fund-The 40s | Nifty 500 |
|---|---|---|
| 13 Mar 2019 | ₹100.00 | ₹100.00 |
| 25 Oct 2019 | ₹101.47 | ₹99.80 |
| 08 Jun 2020 | ₹97.93 | ₹88.08 |
| 20 Jan 2021 | ₹125.25 | ₹127.81 |
| 04 Sep 2021 | ₹136.93 | ₹156.18 |
| 18 Apr 2022 | ₹132.85 | ₹157.94 |
| 01 Dec 2022 | ₹143.29 | ₹169.35 |
| 15 Jul 2023 | ₹150.13 | ₹177.41 |
| 26 Feb 2024 | ₹172.64 | ₹214.34 |
| 10 Oct 2024 | ₹172.57 | ₹249.71 |
| 24 May 2025 | ₹175.64 | ₹241.06 |
| 06 Jan 2026 | ₹174.66 | ₹254.07 |
| 20 Aug 2026 | ₹178.54 | ₹248.81 |
| Metric | Aditya Birla Sun Life · Direct · IDCW NAV ₹17.87 High risk ★★☆☆☆ | Category median Retirement Fund · 22 funds |
|---|---|---|
| -0.96% | +3.49% | |
| +5.38% | +8.04% | |
| +6.14% | +7.33% | |
| — | +7.49% | |
| +8.10% | +9.70% | |
| +5.70% | — | |
| +9.72% | +10.10% | |
| +9.79% | +9.53% | |
| — | +8.27% | |
| Risk | ||
| 12.77% | 11.08% | |
| -0.09 | 0.25 | |
| -0.11 | 0.33 | |
| -27.28% | -15.51% | |
| Nifty 500 | — | |
| -4.54% | -0.67% | |
| 0.70 | 0.76 | |
| 55.0% | 80.4% | |
| 63.0% | 71.6% | |
| 1.12% | 1.18% | |
| ₹109.63Cr | ₹223.47Cr | |
| None | — | |
| 5 years | — | |
| ₹500 | — | |
| ₹1.00K | — | |
| 2% | 24% | |
| Harshil Suvarnkar · 5.4y | — | |
| 13 Mar 2019 | — | |
| 56 | — | |
| 31.6% | — | |
| 8.7% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.