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

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  • Net Change on 30-06-2022

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 Debt Hybrid 75+25 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)

  • IDFC First Bank Limited (25/08/2022) ** #

  • State Government Securities (25/01/2027)

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

  • Clearing Corporation of India Limited

  • State Government Securities (24/06/2025)

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

  • Government of India (16/04/2023)

  • 8.15% REC Limited (10/06/2022) **

  • Government of India (05/12/2033)

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Net Receivables / (Payables)

  • Reliance Industries Limited

  • Housing Development Finance Corporation Limited

  • State Government Securities (23/01/2023)

  • Larsen & Toubro Limited

  • UltraTech Cement Limited

  • Bharti Airtel Limited

  • State Bank of India

  • Axis Bank Limited

  • Sun Pharmaceutical Industries Limited

  • Hindustan Unilever Limited

  • Craftsman Automation Ltd

  • V-Guard Industries Limited

  • Ashok Leyland Limited

  • HDFC Life Insurance Company Limited

  • Biocon Limited

  • TVS Motor Company Limited

  • POLYCAB INDIA Limited

  • Bata India Limited

  • Zydus Wellness Limited

  • United Breweries Limited

  • SBI Cards & Payment Services Limited

  • Fortis Healthcare Limited

  • Tata Motors Limited

  • Crompton Greaves Consumer Electricals Limited

  • Hindalco Industries Limited

  • Gland Pharma Limited

  • Lupin Limited

  • Wipro Limited

  • Honeywell Automation India Limited

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Finance - Housing

  • Automobiles-Trucks/Lcv

  • Engineering - Construction

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • Bank - Public

  • Household & Personal Products

  • Engineering - Industrial Equipments

  • Electric Equipment

  • Insurance

  • Automobile Two & Three Wheelers

  • Cable

  • Retailing

  • Consumer Food

  • Breweries & Distilleries

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Consumer Durables - Domestic Appliances

  • Metal - Non Ferrous

  • Consumer Durables - Electronics

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Fund Manager

  • Cash

  • CRISIL A1+

  • CRISIL AAA

  • Equity

  • Sovereign

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

Scheme Analysis

Aditya Birla Sun Life Retirement Fund - The 50s 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 ₹27.39 crore. Aditya Birla Sun Life Retirement Fund - The 50s Plan is benchmarked against Crisil 10 Yr Gilt Index as primary index and CRISIL Short Term Debt Hybrid 75+25 Fund Index as secondary index.

The NAV of Aditya Birla Sun Life Retirement Fund - The 50s Plan ended up ₹0.01(0.13%)yesterday to ₹11.0941.

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 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