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

Fund Details

NAV 14.8466

Sub-Type Conservative Hybrid

Rating 2

Min. SIP Amount ₹500.0

Fund Age(Year) 7.21

Fund Size(in Crores) 26.39

Fund Performance

1 Month -0.16%

3 Month -0.71%

6 Month 0.27%

1 Year 3.17%

3 Year 7.63%

5 Year 5.55%

Know This Fund

As on 25 May 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (24.03%) Market Cap Large Cap 15.28 Mid Cap 4.16 Small Cap 4.58 Top Sectors Financial 9.59 Healthcare 4.1 Automobile 1.69 Capital Goods 1.52 Metals & Mining 1.38 Communication 1.07 Materials 0.83 Technology 0.7 Construction 0.7 Services 0.65 Consumer Staples 0.65 Consumer Discretionary 0.32 Chemicals 0.3 Insurance 0.28 Energy 0.24 Top Holding Apollo Hospitals Enterprise 0.46 Avenue Supermarts 0.42 Axis Bank 0.82 Bajaj Auto 0.64 Bajaj Finance 0.89 Bank of Baroda 0.39 Bank of Maharashtra 0.5 Bharti Airtel 1.07 Cholamandalam Investment and Finance Company 0.1 Cipla 0.16 Eternal 0.23 Fortis Healthcare 1.14 Godrej Consumer 0.45 HDFC Bank 1.75 H.G. Infra Engineering 0.14 Hindalco Industries 1.38 ICICI Bank 1.68 Infosys 0.31 Kotak Mahindra Bank 0.29 Larsen & Toubro 0.56 Max Financial Services 0.89 Metropolis Healthcare 1.08 Mrs. Bectors Food Specialities 0.2 NTPC 0.24 Praj Industries 0.2 SBFC Finance 0.33 SBI Life Insurance Company 0.28 SJS Enterprises 0.69 Sona BLW Precision Forgings 0.37 State Bank of India 1.15 Sun Pharmaceutical Industries 0.69 TD Power Systems 1.32 Tech Mahindra 0.39 The Federal Bank 0.82 Torrent Pharmaceuticals 0.58 Ultratech Cement 0.83 V-Guard Industries 0.06 Vinati Organics 0.3 Whirlpool Of India 0.25

Debt & Others (75.97%) Sector Allocation GOI Securities 35.3 Net Receivables 2.86 State Development Loan 2.98 Debt Credit Ratings SOV 38.28 Cash & Call Money 29.97 AAA 7.72 Debt Category Others 29.97 Rajasthan State 2.98 GOI 35.3 HDFC Bank 7.72

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-Growth Ret 1M -0.71% Ret 1Y 1.98% Ret 3Y 10.0% Ret 5Y 8.77%

Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Ret 1M -0.71% Ret 1Y 1.98% Ret 3Y 10.0% Ret 5Y 8.77%

Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Payout Ret 1M -0.71% Ret 1Y 1.98% Ret 3Y 10.0% Ret 5Y 8.77%

Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Ret 1M -0.56% Ret 1Y 3.44% Ret 3Y 8.19% Ret 5Y 7.93%

Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Monthly Payment Ret 1M -0.56% Ret 1Y 3.44% Ret 3Y 8.19% Ret 5Y 7.93%

Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Ret 1M -0.56% Ret 1Y 3.44% Ret 3Y 8.19% Ret 5Y 7.93%

Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M -0.56% Ret 1Y 3.44% Ret 3Y 8.19% Ret 5Y 7.93%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth Ret 1M -0.16% Ret 1Y 3.17% Ret 3Y 7.63% Ret 5Y 5.55%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Ret 1M -0.16% Ret 1Y 3.17% Ret 3Y 7.63% Ret 5Y 5.55%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Reinvestment Ret 1M -0.16% Ret 1Y 3.17% Ret 3Y 7.63% Ret 5Y 5.55%

Equity, Flexi Cap funds Axis Conservative Hybrid Fund Regular-Growth Ret 1M -0.87% Ret 1Y -0.16% Ret 3Y 5.86% Ret 5Y 5.54%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.96%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Mohit Sharma

Education Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).

Experience Prior to joining Aditya Birla Sun Life AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).

Harshil Suvarnkar

Education Mr. Suvarnkar has doneB.Com, Masters in Management Studies (Finance) and Post Graduate Diploma in Securities Law.

Experience Prior to Joining Aditya Birla Sun Life MF, he has worked with Indiabulls Housing Finance Limited,

Dhaval Joshi

Education Mr. Joshi has done B.Com, M.Com. and MBA (Finance)

Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..

Dhaval Shah

Education Mr.Shah has done B.Com. from University of Mumbai & MBA from Somaiya Institute of Management Studies & Research. He also holds CFA designation.

Experience Prior to joining Aditya Birla Sunlife Mutual Fund he has worked with HDFC Mutual Fund, Reliance Mutual Fund, Morgan Stanley.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at moderately high risk

AMC and Fund details

Rank (total sets) 7

Date of Incorporation 2019-03-11

Total AUM 423182.21

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.