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)

₹27 Cr

Lock In Period

5 Years

Expense Ratio

1.96

Exit Load

Nil

Benchmark

CRISIL Short Term Debt Hybrid 75+25 Fund Index

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-1.55-1.09297.26
6M2.761.72315.31
1Y2.883.88339.02
3Y6.499.8355.84

Portfolio Analysis

  • Equity: 24.79%
  • Debt: 75.20%
  • Others
As on: 2026-08-31
View allocation % by

1. ICICI Bank Ltd.1.87%
2. HDFC Bank Ltd.1.56%
3. The Federal Bank Ltd.0.98%
4. Axis Bank Ltd.0.81%
5. Kotak Mahindra Bank Ltd.0.31%

1. Metropolis Healthcare Ltd.1.28%
2. Fortis Healthcare Ltd.1.08%
3. Apollo Hospitals Enterprise Ltd.0.52%

1. State Bank of India1.10%
2. Bank of Maharashtra0.51%
3. Bank of Baroda0.34%

1. TD Power Systems Ltd.1.72%
2. Praj Industries Ltd.0.17%

1. Sun Pharmaceutical Industries Ltd.0.73%
2. Torrent Pharmaceuticals Ltd.0.67%
3. Cipla Ltd.0.16%

1. Bajaj Finance Ltd.0.97%
2. SBFC Finance Ltd.0.34%
3. Cholamandalam Investment & Finance Co. Ltd.0.12%

1. Hindalco Industries Ltd.1.30%
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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 ₹27 Crore. The fund benchmarks its performance against the CRISIL Short Term Debt Hybrid 75+25 Fund Index while maintaining an expense ratio of 1.96. 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
ICICI Prudential Capital Protection Oriented Fund XII - PlanC 1270 D Growth031 CR1.1
Nippon India Dual Advantage Fixed Tenure Fund XI - Plan D Growth030 CR0.93
Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth027 CR1.96
Fund Name1Y3Y
This FundICICI Prudential Capital Protection Oriented Fund XII - PlanC 1270 D Growth10.26720.7213
This FundNippon India Dual Advantage Fixed Tenure Fund XI - Plan D Growth12.870120.7446
This FundAditya Birla Sun Life Retirement Fund - The 50s Plan Growth2.877920.7506

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 : -1.55%
  • 6 Months : 2.76%
  • 1 Year : 2.88%
  • 3 Years : 6.49%
Returns of Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth are updated daily based on NAV of ₹ 15.0735 as on Sep 17,2026. Since inception, the return has been 20.75%.

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.