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

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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
Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth 8.80 14.41 6.97 9.40 5.59 6.11
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
CRISIL Short Term Debt Hybrid 75+25 Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Annualised, 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.)
Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth Mar 11, 2019 6.97 9.40 5.59 1.93 26.20
UTI Retirement Fund - Regular Plan Dec 27, 1994 7.93 14.42 14.67 1.66 4,724.71
Franklin India Pension Plan-Growth Mar 31, 1997 7.09 12.94 10.79 2.26 521.25
Tata Retirement Savings Fund Regular Plan-Conservative Plan (Growth) Nov 04, 2011 5.96 10.03 8.37 2.17 177.53
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option Feb 25, 2016 6.55 10.27 9.31 2.14 162.74
Nippon India Retirement Fund- Income Generation Scheme-Growth Option Feb 11, 2015 6.14 10.70 7.54 2.08 156.73

Fund Holdings as on 31-May-2025

  • Government of India (14/08/2033)

  • Government of India (08/04/2026)

  • Government of India (06/02/2033)

  • 8.55% HDFC Bank Limited (27/03/2029) **

  • State Government Securities (24/06/2025)

  • Clearing Corporation of India Limited

  • Government of India (05/12/2033)

  • Government of India (17/04/2030)

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Bajaj Finance Limited

  • Net Receivables / (Payables)

  • Bharti Airtel Limited

  • METROPOLIS HEALTHCARE LIMITED

  • State Bank of India

  • Fortis Healthcare Limited

  • Max Financial Services Limited

  • Hindalco Industries Limited

  • UltraTech Cement Limited

  • Infosys Limited

  • Axis Bank Limited

  • Sun Pharmaceutical Industries Limited

  • TD Power Systems Limited

  • The Federal Bank Limited

  • Bajaj Auto Limited

  • Godrej Consumer Products Limited

  • Dixon Technologies (India) Limited

  • Larsen & Toubro Limited

  • Tech Mahindra Limited

  • Torrent Pharmaceuticals Limited

  • Vinati Organics Limited

  • SJS Enterprises Pvt Limited

  • Apollo Hospitals Enterprise Limited

  • SBFC Finance Ltd

  • Bank of Baroda

  • Avenue Supermarts Limited

  • Bank of Maharashtra

  • Sona BLW Precision Forgings Limited

  • Whirlpool of India Limited

  • Kotak Mahindra Bank Limited

  • BSE Limited

  • Mrs Bectors Food Specialities Limited

  • SBI Life Insurance Company Limited

  • H.G. Infra Engineering Limited

  • Abbott India Limited

  • Praj Industries Limited

  • Eternal Limited

  • NTPC Limited

  • Cipla Limited

  • Container Corporation of India Limited

  • Cholamandalam Investment and Finance Company Limited

  • V-Guard Industries Limited

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  • Miscellaneous

  • Bank - Private

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Bank - Public

  • Pharmaceuticals & Drugs

  • IT - Software

  • Finance - Others

  • Telecommunication - Service Provider

  • Metal - Non Ferrous

  • Cement & Construction Materials

  • Engineering - Construction

  • Auto Ancillary

  • Electric Equipment

  • Automobile Two & Three Wheelers

  • Consumer Durables - Electronics

  • Household & Personal Products

  • Chemicals

  • Retailing

  • Consumer Durables - Domestic Appliances

  • Consumer Food

  • Insurance

  • Engineering - Industrial Equipments

  • e-Commerce

  • Power Generation/Distribution

  • Logistics

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Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

  • Sov

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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 - Debt fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 11-Mar-2019 and currently has an AUM of ₹26.20 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 Index as secondary index.

The NAV of Aditya Birla Sun Life Retirement Fund - The 50s Plan ended up ₹0(0%)yesterday to ₹14.5397.

Among its top 3 holdings the fund has exposure to Government of India (14/08/2033), and

The Aditya Birla Sun Life Retirement Fund - The 50s Plan is managed by Mohit Sharma and Harshil Suvarnkar.

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111