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  • Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth

Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹14 Cr

Lock In Period

5 Years

Expense Ratio

2.06

Benchmark

CRISIL Short-Term Bond Fund Index

Exit Load

Nil

Summary

Latest details for Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth include a ₹13.4331 NAV as of Apr 22,2026 and returns since inception of 15.49%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth AUM is ₹14 Cr, with a lock-in of 5 Years years, expense ratio of 2.06%, and benchmark CRISIL Short-Term Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.18% returns, against a category average of 0.77% and a category best of 3.10%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.180.773.10
6M0.851.4811.87
1Y2.635.1121.71
3Y4.9213.71142.24

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-03-31
View allocation % by

1. Government of India (08/04/2026)42.95%
2. Government of India (05/12/2033)20.96%

1. Government of India (22/04/2064)8.49%
2. 8.55% HDFC Bank Limited (27/03/2029)7.33%
3. 0% GOI - 06MAY30 STRIPS7.30%
4. Clearing Corporation of India Limited2.93%
5. Net Receivables / (Payables)2.58%
6. State Government Securities (28/12/2026)1.81%

1. State Government Securities (28/08/2035)5.65%

About Fund

Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - Incomescheme with Assets Under Management of ₹14 Crore. The fund benchmarks its performance against the CRISIL Short-Term Bond Fund Index while maintaining an expense ratio of 2.06. Under the expert guidance of Harshil Suvarnkar ,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

Harshil Suvarnkar

Mr. Harshil Suvarnkar holds Masters in Management Studies (Finance), Post Graduate Diploma in Securities Law & B. Com. Mr. Harshil Suvarnkar has an overall experience of 10 years in the financial services industry. Prior to joining ABSLAMC he was associated with Indiabulls Housing Finance Limited for 10 years as Head - Markets, Treasury handling treasury investments, Asset Liability Management (ALM) and capital market borrowing.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundIIFCL Infrastructure Debt Fund - Series I Growth0454.34 CR
This FundAditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth014.13 CR2.06
Fund Name1Y3Y
This FundIIFCL Infrastructure Debt Fund - Series I Growth4.617612.7236
This FundAditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth2.627915.4889

FAQs

Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt 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 Plus - Debt Plan Growth is 2.06. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth’s fund performance is as follows:
  • 1 Month : 0.18%
  • 6 Months : 0.85%
  • 1 Year : 2.63%
  • 3 Years : 4.92%
Returns of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth are updated daily based on NAV of ₹ 13.4331 as on Apr 22,2026. Since inception, the return has been 15.49%.

You can invest in Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt 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 Plus - Debt Plan Growth is ₹14 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt 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