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

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  • Net Change on 30-06-2022

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Fund Overview Growth | Regular Plan

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Fund Objective

The investment objective of the scheme is income generation and capital appreciation for its investors which will be in line with their retirement goals by investing in a mix of equity, equity related instruments along with debt and money market instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
Crisil Short Term Bond Fund Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
UTI - Retirement Benefit Pension Fund Dec 27, 1994 4.40 9.43 6.31 1.76 3,545.55
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 -0.80 4.66 5.24 2.01 2,189.62
HDFC Retirement Savings Fund - Equity Plan - Growth Option Feb 25, 2016 3.39 16.19 12.51 2.15 2,124.78
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 -2.51 8.95 8.12 2.12 1,530.75
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 -4.65 8.65 8.56 2.18 1,170.35

Fund Holdings as on 31-May-2022

  • Government of India (08/04/2026)

  • Clearing Corporation of India Limited

  • 8.02% Bharat Petroleum Corporation Limited (11/03/2024) **

  • Government of India (05/12/2033)

  • 6.59% Summit Digitel Infrastructure Private Limited (16/06/2026) **

  • State Government Securities (25/01/2027)

  • 7.52% REC Limited (07/11/2026) **

  • 0% GOI - 15JUN24 STRIPS

  • State Government Securities (24/06/2025)

  • Government of India (11/01/2026)

  • 8.55% Housing Development Finance Corporation Limited (27/03/2029) **

  • Net Receivables / (Payables)

  • State Government Securities (28/12/2026)

  • 0% GOI - 15DEC24 STRIPS

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  • Miscellaneous

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Fund Manager

  • Cash

  • CRISIL AAA

  • ICRA AAA

  • Sovereign

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

Scheme Analysis

Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan is a Solution Oriented - Retirement Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 11-Mar-2019 and currently has an AUM of ₹36.49 crore. Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan is benchmarked against Crisil 10 Yr Gilt Index as primary index and Crisil Short Term Bond Fund Index as secondary index.

The NAV of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan ended up ₹0.01(0.08%)yesterday to ₹11.1536.

Among its top 3 holdings the fund has exposure to Government of India (08/04/2026), and

The Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan is managed by Dhaval Shah and Harshil Suvarnkar.

Fund House Contact

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111