Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-IDCW Reinvestment
Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-IDCW Reinvestment: Mutual Fund Overview
Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-IDCW Reinvestment is an Conservative Hybrid mutual fund with over 7 years of performance history. The scheme manages an AUM of ₹26.57 Cr and has a NAV of ₹13.2209. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 8.65%.
Hybrid, Conservative Hybrid, Principal at moderately high risk
1 Year Return 8.65% at 12 Mar 2026 06:33 PM
Fund Details
NAV 13.2209
Sub-Type Conservative Hybrid
Rating 2
Min. SIP Amount ₹500.0
Fund Age(Year) 7
Fund Size(in Crores) 26.57
Fund Performance
1 Month -1.15%
3 Month 0.31%
6 Month 1.69%
1 Year 8.65%
3 Year 9.79%
5 Year 7.16%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.93%) Market Cap Mid Cap 23.96 Large Cap 50.46 Small Cap 24.51 Top Sectors Financial 31.5 Capital Goods 15.44 Healthcare 11.96 Automobile 7.38 Chemicals 7 Services 6.06 Technology 5.53 Consumer Staples 5.09 Construction 2.58 Communication 2.56 Consumer Discretionary 2.49 Metals & Mining 1.34 Top Holding UNO Minda 1.66 Amber Enterprises India 2.49 Hitachi Energy India 3.69 Torrent Pharmaceuticals 3.91 Acutaas Chemicals 4.64 Karur Vysya Bank 3.74 Max Financial Services 2.16 Bharti Airtel 2.56 Info Edge (India) 2.98 Navin Fluorine International 2.99 ICICI Bank 7.9 Larsen & Toubro 2.58 Tata Consumer Products 5.09 MCX 3.08 Max Healthcare Institute 3.41 CG Power 2.94 State Bank of India 4.01 Mphasis 1.81 Ujjivan Small Finance Bank 3.01 Eureka Forbes 1.34 Infosys 3.72 GE Vernova T&D 3.77 Gabriel India 3.69 KFin Technologies 2.61 Bharat Electronics 5.04 Shriram Finance 3.09 Mahindra & Mahindra 2.03 HDFC Bank 4.98 Solar Industries India 4.01
Debt & Others (1.07%) Sector Allocation Net Payables -0.27 Treasury Bills 0.07 Repo 1.27 Debt Credit Ratings Debt Category Others 1.0 Reserve Bank of India 0.07
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-Growth Ret 1M -0.9% Ret 1Y 8.27% Ret 3Y 11.32% Ret 5Y 9.22%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Ret 1M -0.9% Ret 1Y 8.27% Ret 3Y 11.32% Ret 5Y 9.22%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Payout Ret 1M -0.9% Ret 1Y 8.27% Ret 3Y 11.32% Ret 5Y 9.22%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Ret 1M -1.21% Ret 1Y 8.01% Ret 3Y 9.03% Ret 5Y 8.01%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Monthly Payment Ret 1M -1.21% Ret 1Y 8.01% Ret 3Y 9.03% Ret 5Y 8.01%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Ret 1M -1.21% Ret 1Y 8.01% Ret 3Y 9.03% Ret 5Y 8.01%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M -1.21% Ret 1Y 8.01% Ret 3Y 9.03% Ret 5Y 8.01%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth Ret 1M -1.25% Ret 1Y 7.18% Ret 3Y 8.34% Ret 5Y 5.74%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Ret 1M -1.25% Ret 1Y 7.18% Ret 3Y 8.34% Ret 5Y 5.74%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Reinvestment Ret 1M -1.25% Ret 1Y 7.18% Ret 3Y 8.34% Ret 5Y 5.74%
Equity, Flexi Cap funds Axis Conservative Hybrid Fund Regular-Growth Ret 1M -0.97% Ret 1Y 5.64% Ret 3Y 7.34% Ret 5Y 6.14%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.61%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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).
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) 5
Date of Incorporation 2019-03-11
Total AUM 435493.47
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.
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