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

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  • Net Change on 27-02-2024

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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 (₹)

  • 52 Week Low Nav Date

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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
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 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.)
HDFC Retirement Savings Fund - Equity Plan - Growth Option Feb 25, 2016 39.48 25.39 22.38 1.82 4,574.14
UTI Retirement Fund - Regular Plan Dec 27, 1994 20.45 13.05 11.12 1.65 4,263.05
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 43.46 20.65 15.08 1.95 2,917.02
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 29.45 13.43 13.79 2.04 1,904.44
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 34.78 14.46 15.18 2.05 1,717.16

Fund Holdings as on 31-January-2024

  • Government of India (08/04/2026)

  • Government of India (14/08/2033)

  • Clearing Corporation of India Limited

  • Government of India (06/02/2033)

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

  • State Government Securities (24/06/2025)

  • Government of India (05/12/2033)

  • Net Receivables / (Payables)

  • Government of India (17/04/2030)

  • ICICI Bank Limited

  • Infosys Limited

  • HDFC Bank Limited

  • Larsen & Toubro Limited

  • State Bank of India

  • 0% GOI - 16DEC25 STRIPS

  • Fortis Healthcare Limited

  • IndusInd Bank Limited

  • Utkarsh Small Finance Bank Ltd

  • Sun Pharmaceutical Industries Limited

  • UltraTech Cement Limited

  • Hindustan Unilever Limited

  • Bharti Airtel Limited

  • Hindalco Industries Limited

  • Brigade Enterprises Limited

  • V-Guard Industries Limited

  • Axis Bank Limited

  • HDFC Life Insurance Company Limited

  • TD Power Systems Limited

  • POLYCAB INDIA Limited

  • Craftsman Automation Ltd

  • Bank of Baroda

  • Bajaj Auto Limited

  • Max Financial Services Limited

  • Jupiter Life Line Hospitals Ltd

  • Tata Motors Limited

  • ITC Limited

  • Dixon Technologies (India) Limited

  • CIE Automotive India Ltd

  • Somany Ceramics Limited

  • Strides Pharma Science Limited

  • Torrent Pharmaceuticals Limited

  • Flair Writing Industries Ltd

  • ACC Limited

  • Westlife Development Ltd

  • Voltas Limited

  • Cipla Limited

  • Star Health & Allied Insurance Limited

  • TIMKEN INDIA LTD

  • Bajaj Finance Limited

  • SJS Enterprises Pvt Limited

  • Container Corporation of India Limited

  • Cholamandalam Investment and Finance Company Limited

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Hospital & Healthcare Services

  • Electric Equipment

  • Engineering - Construction

  • Cement & Construction Materials

  • Insurance

  • Auto Ancillary

  • Household & Personal Products

  • Telecommunication - Service Provider

  • Metal - Non Ferrous

  • Construction - Real Estate

  • Cable

  • Automobile Two & Three Wheelers

  • Finance - Others

  • Automobiles-Trucks/Lcv

  • Cigarettes/Tobacco

  • Consumer Durables - Electronics

  • Forgings

  • Ceramics/Marble/Granite/Sanitaryware

  • Printing & Stationery

  • Restaurants

  • Finance - NBFC

  • Air Conditioners

  • Bearings

  • 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 fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 11-Mar-2019 and currently has an AUM of ₹28.87 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 ₹0.01(0.06%)yesterday to ₹13.026.

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

022-43568000
022-43568110/ 8111