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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 ₹14.806 as of 21 May, 2026. Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth has delivered 24.49% 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 -0.21% 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(%)
1M-0.21-1.01297.26
6M-0.191.59315.31
1Y2.794.60339.02
3Y7.5712.9855.84

Portfolio Analysis

  • Equity: 24.05%
  • Debt: 75.97%
  • Others
As on: 2026-04-30
View allocation % by

1. HDFC Bank Limited1.75%
2. ICICI Bank Limited1.68%
3. Axis Bank Limited0.82%
4. The Federal Bank Limited0.82%
5. Kotak Mahindra Bank Limited0.29%

1. Fortis Healthcare Limited1.14%
2. METROPOLIS HEALTHCARE LIMITED1.08%
3. Apollo Hospitals Enterprise Limited0.46%

1. State Bank of India1.15%
2. Bank of Maharashtra0.50%
3. Bank of Baroda0.39%

1. TD Power Systems Limited1.32%
2. Praj Industries Limited0.20%

1. Sun Pharmaceutical Industries Limited0.69%
2. Torrent Pharmaceuticals Limited0.58%
3. Cipla Limited0.16%

1. Hindalco Industries Limited1.38%

1. Bajaj Finance Limited0.89%
2. SBFC Finance Ltd0.33%
3. Cholamandalam Investment and Finance Company Limited0.10%

1. Bharti Airtel Limited1.07%

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
Tata Retirement Savings Fund - Conservative Growth0164.26 CR2.18
Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth026.4 CR1.96
Fund Name1Y3Y
This FundTata Retirement Savings Fund - Conservative Growth1.420224.4186
This FundAditya Birla Sun Life Retirement Fund - The 50s Plan Growth2.78624.4878

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 : -0.21%
  • 6 Months : -0.19%
  • 1 Year : 2.79%
  • 3 Years : 7.57%
Returns of Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth are updated daily based on NAV of ₹ 14.806 as on May 19,2026. Since inception, the return has been 24.49%.

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.