Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth
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Debt, Short Duration, Principal at moderate risk
1 Year Return 4.73% at 23 Dec 2025 09:49 AM
Fund Details
NAV 13.3331
Sub-Type Short Duration
Rating 1
Min. SIP Amount ₹500.0
Fund Age(Year) 6.79
Fund Size(in Crores) 16.8
Fund Performance
1 Month -0.01%
3 Month 0.56%
6 Month 1.25%
1 Year 4.73%
3 Year 5.25%
5 Year 3.75%
Know This Fund
As on 23 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation Repo 0.45 Net Payables -0.34 Mutual Fund 99.9 Debt Credit Ratings Debt Category Mirae Asset Gold ETF-G 99.9 Others 0.1
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Gold Fund Regular-Growth Ret 1M 8.8% Ret 1Y 74.83% Ret 3Y 32.79% Ret 5Y 20.15%
Equity, Flexi Cap funds Aditya Birla Sun Life Gold Fund Regular-IDCW Ret 1M 8.8% Ret 1Y 74.83% Ret 3Y 32.79% Ret 5Y 20.15%
Equity, Flexi Cap funds Aditya Birla Sun Life Gold Fund Regular-IDCW Reinvestment Ret 1M 8.8% Ret 1Y 74.83% Ret 3Y 32.79% Ret 5Y 20.15%
Equity, Flexi Cap funds Angel One Gold ETF FoF Regular - Growth Ret 1M 9.24% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Gold and Silver Passive FoF Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Gold Fund Regular-Growth Ret 1M 9.65% Ret 1Y 74.25% Ret 3Y 33.08% Ret 5Y 20.45%
Equity, Flexi Cap funds Axis Gold Fund Regular-IDCW Payout Ret 1M 9.65% Ret 1Y 74.25% Ret 3Y 33.08% Ret 5Y 20.45%
Equity, Flexi Cap funds Axis Gold Fund Regular-IDCW Reinvestment Ret 1M 9.65% Ret 1Y 74.25% Ret 3Y 33.08% Ret 5Y 20.45%
Equity, Flexi Cap funds Baroda BNP Paribas Gold ETF FoF Regular - Growth Ret 1M 9.73% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds DSP Gold ETF FoF Regular - Growth Ret 1M 9.27% Ret 1Y 74.07% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds DSP Gold ETF FoF Regular - IDCW Ret 1M 9.27% Ret 1Y 74.07% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.07%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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..
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,
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 25
Date of Incorporation 2019-03-11
Total AUM 2025-11-30
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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