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

Other Plans and Options
  • 0.16 %Nav, as on 23-01-2025

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  • Net Change on 23-01-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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

  • 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
Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth -13.07 -2.99 7.65 6.51 5.66 5.71
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 7.65 6.51 5.66 1.91 25.86
UTI Retirement Fund - Regular Plan Dec 27, 1994 11.91 11.27 12.80 1.66 4,631.31
Franklin India Pension Plan-Growth Mar 31, 1997 9.59 9.02 9.02 2.26 516.76
Tata Retirement Savings Fund Regular Plan-Conservative Plan (Growth) Nov 04, 2011 7.72 6.71 7.70 2.17 174.42
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option Feb 25, 2016 8.20 7.97 8.35 2.14 160.07
Nippon India Retirement Fund- Income Generation Scheme-Growth Option Feb 11, 2015 9.57 7.58 7.48 2.09 155.68

Fund Holdings as on 31-December-2024

  • 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)

  • Government of India (05/12/2033)

  • Clearing Corporation of India Limited

  • Government of India (17/04/2030)

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Net Receivables / (Payables)

  • Infosys Limited

  • Larsen & Toubro Limited

  • 0% GOI - 16DEC25 STRIPS

  • Bharti Airtel Limited

  • Fortis Healthcare Limited

  • State Bank of India

  • Sun Pharmaceutical Industries Limited

  • UltraTech Cement Limited

  • TD Power Systems Limited

  • Hindalco Industries Limited

  • Dixon Technologies (India) Limited

  • Max Financial Services Limited

  • Brigade Enterprises Limited

  • Bajaj Auto Limited

  • Voltas Limited

  • V-Guard Industries Limited

  • Whirlpool of India Limited

  • Thermax Limited

  • Torrent Pharmaceuticals Limited

  • Godrej Consumer Products Limited

  • SJS Enterprises Pvt Limited

  • Vinati Organics Limited

  • Praj Industries Limited

  • H.G. Infra Engineering Limited

  • Sona BLW Precision Forgings Limited

  • Bank of Baroda

  • Medi Assist Healthcare Services Ltd

  • Flair Writing Industries Ltd

  • Bank of Maharashtra

  • Mrs Bectors Food Specialities Limited

  • Avenue Supermarts Limited

  • SBFC Finance Ltd

  • Kotak Mahindra Bank Limited

  • Zomato Limited

  • Bajaj Finance Limited

  • Birlasoft Limited

  • NTPC Limited

  • Cipla Limited

  • Container Corporation of India Limited

  • Cholamandalam Investment and Finance Company Limited

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Engineering - Construction

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Engineering - Industrial Equipments

  • Cement & Construction Materials

  • Auto Ancillary

  • Metal - Non Ferrous

  • Finance - NBFC

  • Finance - Others

  • Consumer Durables - Electronics

  • Construction - Real Estate

  • Automobile Two & Three Wheelers

  • Air Conditioners

  • Consumer Durables - Domestic Appliances

  • Household & Personal Products

  • Chemicals

  • Business Support

  • Printing & Stationery

  • Consumer Food

  • Retailing

  • e-Commerce

  • Power Generation/Distribution

  • Logistics

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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 ₹25.86 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 ₹0.02(0.16%)yesterday to ₹13.879.

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