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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹27 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 ₹14.6102 NAV as of Mar 20,2026 and returns since inception of 27.11%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth AUM is ₹27 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 -1.82% returns, against a category average of -1.77% and a category best of 297.26%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.82 | -1.77 | 297.26 |
| 6M | 0.36 | 0.64 | 315.31 |
| 1Y | 6.23 | 4.26 | 339.02 |
| 3Y | 8.32 | 11.94 | 55.84 |
Portfolio Analysis
- Equity: 24.45%
- Debt: 75.55%
- Others
As on: 2026-02-28
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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 ₹27 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAditya Birla Sun Life Retirement Fund - The 50s Plan Growth | 0 | 26.58 CR | 1.93 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life Retirement Fund - The 50s Plan Growth | 6.2333 | 27.1097 |
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 : -1.82%
- 6 Months : 0.36%
- 1 Year : 6.23%
- 3 Years : 8.32%
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 ₹27 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