Return
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- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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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 ₹13.4397 NAV as of Mar 12,2026 and returns since inception of 17.16%. 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 0.55% returns, against a category average of -1.76% and a category best of 3.10%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.55 | -1.76 | 3.10 |
| 6M | 1.69 | 1.59 | 11.87 |
| 1Y | 4.50 | 5.77 | 21.71 |
| 3Y | 5.42 | 14.24 | 141.78 |
Portfolio Analysis
- Equity:
- Debt: 100.01%
- Others
As on: 2026-02-15
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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 | 16.2 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 | 4.4952 | 17.163 |
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 : 0.55%
- 6 Months : 1.69%
- 1 Year : 4.50%
- 3 Years : 5.42%
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