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Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth Return

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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹26 Cr

Lock In Period

5 Years

Expense Ratio

1.96

Exit Load

Nil

Benchmark

CRISIL Short Term Debt Hybrid 75+25 Fund Index

Summary

Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth NAV is ₹14.8605 as of 10 Jun, 2026. Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth has delivered 24.25% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth is ₹500. The AUM of Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth is ₹26 Cr. The expense ratio of the fund is 1.96%, and its benchmark is CRISIL Short Term Debt Hybrid 75+25 Fund Index. The current exit load of the fund is Nil. In the last 1M months, Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth has delivered 0.32% returns.

Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.32-0.26297.26
6M0.331.49315.31
1Y3.024.60339.02
3Y7.5112.6255.84

Portfolio Analysis

  • Equity: 24.12%
  • Debt: 75.89%
  • Others
As on: 2026-05-15
View allocation % by

1. HDFC Bank Limited1.74%
2. ICICI Bank Limited1.64%
3. Axis Bank Limited0.80%
4. The Federal Bank Limited0.80%
5. Kotak Mahindra Bank Limited0.29%

1. METROPOLIS HEALTHCARE LIMITED1.20%
2. Fortis Healthcare Limited1.19%
3. Apollo Hospitals Enterprise Limited0.49%

1. State Bank of India1.03%
2. Bank of Maharashtra0.50%
3. Bank of Baroda0.38%

1. TD Power Systems Limited1.49%
2. Praj Industries Limited0.19%

1. Sun Pharmaceutical Industries Limited0.71%
2. Torrent Pharmaceuticals Limited0.60%
3. Cipla Limited0.17%

1. Hindalco Industries Limited1.41%

1. Bajaj Finance Limited0.86%
2. SBFC Finance Ltd0.32%
3. Cholamandalam Investment and Finance Company Limited0.10%

1. Bharti Airtel Limited1.08%

About Fund Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth

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 1.96. 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
Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth026.49 CR1.96
Fund Name1Y3Y
This FundAditya Birla Sun Life Retirement Fund - The 50s Plan Growth3.016324.2512

Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth 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 1.96. 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 : 0.32%
  • 6 Months : 0.33%
  • 1 Year : 3.02%
  • 3 Years : 7.51%
Returns of Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth are updated daily based on NAV of ₹ 14.8605 as on Jun 08,2026. Since inception, the return has been 24.25%.

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.