Funds similar to Aditya Birla Sun Life Retirement Fund - The 40s Plan Direct-Growth in the Hybrid: Aggressive Hybrid category include SBI Aggressive Hybrid Fund Direct Plan-Growth, ICICI Prudential Aggressive Hybrid Fund Direct-Growth, and HDFC Aggressive Hybrid Fund Direct Plan-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

On a 3-year return basis Aditya Birla Sun Life Retirement Fund - The 40s Plan Direct-Growth is ranked 20 out of 41 funds in the Hybrid: Aggressive Hybrid category as of 22 Oct 2026. On a 5-year return basis it ranks 25 out of 40. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Aditya Birla Sun Life Retirement Fund - The 40s Plan Direct-Growth has an expense ratio of 1.18%. The peers SBI Aggressive Hybrid Fund Direct Plan-Growth has an expense ratio of 0.76% and ICICI Prudential Aggressive Hybrid Fund Direct-Growth has 1.08%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Aditya Birla Sun Life Retirement Fund - The 40s Plan Direct-Growth has an AUM of ₹109.9 crore. The peers SBI Aggressive Hybrid Fund Direct Plan-Growth has an AUM of ₹86,162.8 crore and ICICI Prudential Aggressive Hybrid Fund Direct-Growth has ₹50,706.1 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

The top performing fund in the Hybrid: Aggressive Hybrid category on a 3-year basis is ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-Growth with a CAGR of 15.57% as of 22 Oct 2026. Aditya Birla Sun Life Retirement Fund - The 40s Plan Direct-Growth has delivered 9.88% CAGR over the same period, ranking 20 out of 41 funds. You can view and compare the full category ranking on sharpely.

On a risk-adjusted basis, Aditya Birla Sun Life Retirement Fund - The 40s Plan Direct-Growth has a Sharpe ratio of 0.40 compared to the Hybrid: Aggressive Hybrid average of 0.40 as of 22 Oct 2026. It ranks 22 out of 43 funds in its category on Sharpe ratio.