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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹16 Cr
Lock In Period
5 Years
Expense Ratio
2.07
Benchmark
CRISIL Short-Term Bond Fund Index
Exit Load
Nil
Summary
Latest details for Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth include a ₹13.4132 NAV as of Feb 20,2026 and returns since inception of 17.10%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth AUM is ₹16 Cr, with a lock-in of 5 Years years, expense ratio of 2.07%, and benchmark CRISIL Short-Term Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2026-01-31
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About Fund
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - Incomescheme with Assets Under Management of ₹16 Crore. The fund benchmarks its performance against the CRISIL Short-Term Bond Fund Index while maintaining an expense ratio of 2.07. Under the expert guidance of Harshil Suvarnkar ,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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundIIFCL Infrastructure Debt Fund - Series I Growth | 0 | 454.34 CR | |
| This FundAditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth | 0 | 16.42 CR | 2.07 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundIIFCL Infrastructure Debt Fund - Series I Growth | 4.6176 | 12.7236 |
| This FundAditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth | 4.5375 | 17.0983 |
FAQs
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt 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 Plus - Debt Plan Growth is 2.07. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
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You can invest in Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt 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 Plus - Debt Plan Growth is ₹16 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt 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