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

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  • 0.09 %Nav, as on 09-10-2025

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  • Net Change on 09-10-2025

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  • Assets (Cr.)

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Fund Overview Growth | Direct 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 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
Aditya Birla Sun Life Retirement Fund-The 50s Plan-Direct Plan-Growth 9.23 4.99 6.16 10.06 7.11 7.48
CRISIL 10 Year 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-Direct Plan-Growth Mar 11, 2019 6.16 10.06 7.11 0.61 26.37
UTI Retirement Fund- Direct Plan Jan 01, 2013 3.56 13.06 14.26 1.09 4,658.83
Franklin India Retirement Fund - Direct - Growth Jan 01, 2013 4.63 11.55 11.13 1.46 513.48
Tata Retirement Savings Fund Conservative-Direct Plan Growth Jan 08, 2013 4.19 9.75 8.71 1.00 173.68
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option - Direct Plan Feb 25, 2016 4.85 10.36 9.90 1.06 160.22
Nippon India Retirement Fund- Income Generation Scheme- Direct Plan- Growth Option Feb 11, 2015 4.31 10.35 8.60 0.98 150.90

Fund Holdings as on 30-September-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) **

  • Clearing Corporation of India Limited

  • Government of India (05/12/2033)

  • State Government Securities (28/08/2035)

  • Government of India (17/04/2030)

  • Net Receivables / (Payables)

  • HDFC Bank Limited

  • Bajaj Finance Limited

  • ICICI Bank Limited

  • Fortis Healthcare Limited

  • METROPOLIS HEALTHCARE LIMITED

  • Bharti Airtel Limited

  • Hindalco Industries Limited

  • State Bank of India

  • Max Financial Services Limited

  • UltraTech Cement Limited

  • Axis Bank Limited

  • TD Power Systems Limited

  • Sun Pharmaceutical Industries Limited

  • Dixon Technologies (India) Limited

  • Bajaj Auto Limited

  • SJS Enterprises Pvt Limited

  • The Federal Bank Limited

  • Infosys Limited

  • Larsen & Toubro Limited

  • Torrent Pharmaceuticals Limited

  • Godrej Consumer Products Limited

  • Apollo Hospitals Enterprise Limited

  • Tech Mahindra Limited

  • Avenue Supermarts Limited

  • Vinati Organics Limited

  • Bank of Baroda

  • SBFC Finance Ltd

  • Bank of Maharashtra

  • Eternal Limited

  • Whirlpool of India Limited

  • Kotak Mahindra Bank Limited

  • SBI Life Insurance Company Limited

  • Mrs Bectors Food Specialities Limited

  • Sona BLW Precision Forgings Limited

  • H.G. Infra Engineering Limited

  • NTPC Limited

  • Cipla Limited

  • Praj Industries Limited

  • Cholamandalam Investment and Finance Company Limited

  • V-Guard Industries Limited

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  • Miscellaneous

  • Bank - Private

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Metal - Non Ferrous

  • IT - Software

  • Finance - Others

  • Cement & Construction Materials

  • Auto Ancillary

  • Electric Equipment

  • Engineering - Construction

  • Consumer Durables - Electronics

  • Automobile Two & Three Wheelers

  • Household & Personal Products

  • Retailing

  • Chemicals

  • Consumer Durables - Domestic Appliances

  • e-Commerce

  • Insurance

  • Consumer Food

  • Power Generation/Distribution

  • Engineering - Industrial Equipments

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Fund Manager

  • Cash

  • 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 - Debt fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 11-Mar-2019 and currently has an AUM of ₹26.37 crore. Aditya Birla Sun Life Retirement Fund - The 50s Plan is benchmarked against CRISIL 10 Year 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 ₹0.01(0.09%)yesterday to ₹16.095.

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