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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹26 Cr

Lock In Period

5 Years

Expense Ratio

1.93

Benchmark

CRISIL Short Term Debt Hybrid 75+25 Fund Index

Exit Load

Nil

Summary

Latest details for Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth include a ₹14.8049 NAV as of Apr 24,2026 and returns since inception of 26.45%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth AUM is ₹26 Cr, with a lock-in of 5 Years years, expense ratio of 1.93%, and benchmark CRISIL Short Term Debt Hybrid 75+25 Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 2.47% returns, against a category average of 0.66% and a category best of 297.26%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.470.66297.26
6M0.250.86315.31
1Y3.823.85339.02
3Y8.1411.6355.84

Portfolio Analysis

  • Equity: 23.92%
  • Debt: 76.06%
  • Others
As on: 2026-04-15
View allocation % by

1. HDFC Bank Limited1.85%
2. ICICI Bank Limited1.79%
3. Axis Bank Limited0.88%
4. The Federal Bank Limited0.82%
5. Kotak Mahindra Bank Limited0.29%

1. METROPOLIS HEALTHCARE LIMITED1.09%
2. Fortis Healthcare Limited1.09%
3. Apollo Hospitals Enterprise Limited0.46%

1. State Bank of India1.15%
2. Bank of Maharashtra0.46%
3. Bank of Baroda0.41%

1. Sun Pharmaceutical Industries Limited0.64%
2. Torrent Pharmaceuticals Limited0.57%
3. Cipla Limited0.15%

1. Hindalco Industries Limited1.34%

1. Bajaj Finance Limited0.87%
2. SBFC Finance Ltd0.34%
3. Cholamandalam Investment and Finance Company Limited0.10%

1. TD Power Systems Limited1.08%
2. Praj Industries Limited0.18%

1. Bharti Airtel Limited1.06%

About Fund

Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹26 Crore. The fund benchmarks its performance against the CRISIL Short Term Debt Hybrid 75+25 Fund Index while maintaining an expense ratio of 1.93. Under the expert guidance of Mohit Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Mohit Sharma

Mr. Mohit Sharma holds PGDCM - IIM Calcutta, B Tech - IIT Madras He has around 10 years of experience of which 7 years are in financial markets. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundAditya Birla Sun Life Retirement Fund - The 50s Plan Growth026.33 CR1.93
Fund Name1Y3Y
This FundAditya Birla Sun Life Retirement Fund - The 50s Plan Growth3.817926.4517

FAQs

Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth is 1.93. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth’s fund performance is as follows:
  • 1 Month : 2.47%
  • 6 Months : 0.25%
  • 1 Year : 3.82%
  • 3 Years : 8.14%
Returns of Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth are updated daily based on NAV of ₹ 14.8049 as on Apr 24,2026. Since inception, the return has been 26.45%.

You can invest in Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth is ₹26 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500