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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)

₹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(%)
1M0.75-0.16297.26
6M2.362.23315.31
1Y3.954.85339.02
3Y7.3912.3055.84

Portfolio Analysis

  • Equity: 24.10%
  • Debt: 75.88%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Limited1.78%
2. HDFC Bank Limited1.77%
3. The Federal Bank Limited0.91%
4. Axis Bank Limited0.84%
5. Kotak Mahindra Bank Limited0.29%

1. METROPOLIS HEALTHCARE LIMITED1.20%
2. Fortis Healthcare Limited1.15%
3. Apollo Hospitals Enterprise Limited0.51%

1. State Bank of India1.07%
2. Bank of Maharashtra0.57%
3. Bank of Baroda0.39%

1. TD Power Systems Limited1.38%
2. Praj Industries Limited0.17%

1. Sun Pharmaceutical Industries Limited0.69%
2. Torrent Pharmaceuticals Limited0.62%
3. Cipla Limited0.17%

1. Bajaj Finance Limited0.93%
2. SBFC Finance Ltd0.31%
3. Cholamandalam Investment and Finance Company Limited0.11%

1. Hindalco Industries Limited1.23%

1. Bharti Airtel Limited1.02%

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
Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth027 CR1.96
Fund Name1Y3Y
This FundAditya Birla Sun Life Retirement Fund - The 50s Plan Growth3.952423.8558

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 : 0.75%
  • 6 Months : 2.36%
  • 1 Year : 3.95%
  • 3 Years : 7.39%
Returns of Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth are updated daily based on NAV of ₹ 15.1441 as on Jul 17,2026. Since inception, the return has been 23.86%.

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.