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

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  • Net Change on 27-05-2022

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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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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 6.70 8.08 6.77 1.76 3,576.29
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 6.17 5.01 6.20 1.94 2,275.09
HDFC Retirement Savings Fund - Equity Plan - Growth Option Feb 25, 2016 10.85 16.51 12.99 2.10 2,163.44
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 2.20 8.79 8.70 2.11 1,568.34
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 0.83 9.29 9.24 2.23 1,193.76

Fund Holdings as on 30-April-2022

  • Government of India (08/04/2026)

  • Clearing Corporation of India Limited

  • State Government Securities (25/01/2027)

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

  • 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

  • Reliance Industries Limited

  • Housing Development Finance Corporation Limited

  • State Government Securities (23/01/2023)

  • Net Receivables / (Payables)

  • UltraTech Cement Limited

  • Larsen & Toubro Limited

  • Bharti Airtel Limited

  • Axis Bank Limited

  • State Bank of India

  • Sun Pharmaceutical Industries Limited

  • Biocon Limited

  • Hindustan Unilever Limited

  • Craftsman Automation Ltd

  • Zydus Wellness Limited

  • METROPOLIS HEALTHCARE LIMITED

  • HDFC Life Insurance Company Limited

  • Bata India Limited

  • Fortis Healthcare Limited

  • V-Guard Industries Limited

  • Ashok Leyland Limited

  • POLYCAB INDIA Limited

  • United Breweries Limited

  • Hindalco Industries Limited

  • SBI Cards & Payment Services Limited

  • Lupin Limited

  • Gland Pharma Limited

  • Crompton Greaves Consumer Electricals Limited

  • TVS Motor Company Limited

  • Honeywell Automation India Limited

  • Tata Motors Limited

  • Wipro Limited

  • HCL Technologies Limited

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Finance - Housing

  • Hospital & Healthcare Services

  • Automobiles-Trucks/Lcv

  • Cement & Construction Materials

  • Engineering - Construction

  • Bank - Public

  • Telecommunication - Service Provider

  • Household & Personal Products

  • Engineering - Industrial Equipments

  • Consumer Food

  • Insurance

  • Electric Equipment

  • Retailing

  • Cable

  • Breweries & Distilleries

  • Metal - Non Ferrous

  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Consumer Durables - Domestic Appliances

  • Consumer Durables - Electronics

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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 fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 11-Mar-2019 and currently has an AUM of ₹27.93 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 ₹0.03(0.27%)yesterday to ₹11.1434.

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