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

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  • (-0.1%)Nav, as on 21-02-2025

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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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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 -7.05 -0.88 7.55 7.91 6.71 7.05
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-Direct Plan-Growth Mar 11, 2019 7.55 7.91 6.71 0.59 25.53
UTI Retirement Fund- Direct Plan Jan 01, 2013 9.62 11.82 13.47 1.03 4,565.56
Franklin India PENSION PLAN - Direct - Growth Jan 01, 2013 7.59 9.93 9.41 1.51 506.27
Axis Retirement Fund - Conservative Plan - Direct Growth Dec 20, 2019 5.85 8.24 9.65 0.83 340.55
Tata Retirement Savings Fund Conservative-Direct Plan Growth Jan 08, 2013 7.24 7.96 8.35 0.97 173.39
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option - Direct Plan Feb 25, 2016 7.05 9.05 9.19 1.02 158.67

Fund Holdings as on 31-January-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)

  • Net Receivables / (Payables)

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Bajaj Finance Limited

  • Larsen & Toubro Limited

  • Bharti Airtel Limited

  • State Bank of India

  • UltraTech Cement Limited

  • Fortis Healthcare Limited

  • Sun Pharmaceutical Industries Limited

  • Hindalco Industries Limited

  • TD Power Systems Limited

  • Max Financial Services Limited

  • Bajaj Auto Limited

  • Dixon Technologies (India) Limited

  • Godrej Consumer Products Limited

  • Torrent Pharmaceuticals Limited

  • V-Guard Industries Limited

  • Vinati Organics Limited

  • SJS Enterprises Pvt Limited

  • Medi Assist Healthcare Services Ltd

  • Avenue Supermarts Limited

  • Bank of Maharashtra

  • Flair Writing Industries Ltd

  • Praj Industries Limited

  • Bank of Baroda

  • H.G. Infra Engineering Limited

  • SBFC Finance Ltd

  • Sona BLW Precision Forgings Limited

  • Mrs Bectors Food Specialities Limited

  • Whirlpool of India Limited

  • Kotak Mahindra Bank Limited

  • Birlasoft Limited

  • Zomato Limited

  • NTPC Limited

  • Cipla Limited

  • Container Corporation of India Limited

  • Axis Bank Limited

  • Cholamandalam Investment and Finance Company Limited

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Engineering - Construction

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Metal - Non Ferrous

  • Finance - Others

  • Automobile Two & Three Wheelers

  • Consumer Durables - Electronics

  • Household & Personal Products

  • Chemicals

  • Business Support

  • Retailing

  • Printing & Stationery

  • Engineering - Industrial Equipments

  • Consumer Food

  • Consumer Durables - Domestic Appliances

  • 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 ₹25.53 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 down ₹-0.01(-0.1%)yesterday to ₹14.986.

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