Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment
Debt, Short Duration, Principal at moderate risk
1 Year Return 2.04% at 08 Jun 2026 12:44 PM
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment: Mutual Fund Overview
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment is an Short Duration mutual fund with over 7.24 years of performance history. The scheme manages an AUM of ₹14.09 Cr and has a NAV of ₹10.9578. It is rated '1' 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 2.04%.
Fund Details
NAV 10.9578
Sub-Type Short Duration
Rating 1
Min. SIP Amount ₹500.0
Fund Age(Year) 7.24
Fund Size(in Crores) 14.09
Fund Performance
1 Month 0.42%
3 Month 0.2%
6 Month 0.86%
1 Year 2.04%
3 Year 4.63%
5 Year 3.89%
Know This Fund
As on 08 Jun 2026
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 GOI Securities 9.27 Alternative Investment Fund 0.33 Bonds/NCDs 1.64 Debt Credit Ratings AAA 68.98 A1+ 14.29 SOV 10.94 Cash & Call Money 5.45 Others 0.33 Debt Category Sundaram Finance 3.26 Radhakrishna Securitisation Trust 1.61 HDFC Bank 6.3 Jamnagar Utilities and Power 1.65
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Ret 1M 0.42% Ret 1Y 2.04% Ret 3Y 4.63% Ret 5Y 3.89%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Ret 1M 0.42% Ret 1Y 2.04% Ret 3Y 4.63% Ret 5Y 3.89%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment Ret 1M 0.42% Ret 1Y 2.04% Ret 3Y 4.63% Ret 5Y 3.89%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-Growth Ret 1M 0.44% Ret 1Y 4.3% Ret 3Y 6.82% Ret 5Y 6.07%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Ret 1M 0.44% Ret 1Y 4.3% Ret 3Y 6.82% Ret 5Y 6.07%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Quarterly Ret 1M 0.44% Ret 1Y 4.3% Ret 3Y 6.82% Ret 5Y 6.07%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Reinvestment Ret 1M 0.44% Ret 1Y 4.3% Ret 3Y 6.82% Ret 5Y 6.07%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Bonus Ret 1M 0.5% Ret 1Y 4.73% Ret 3Y 7.0% Ret 5Y 6.05%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Growth Ret 1M 0.5% Ret 1Y 4.73% Ret 3Y 7.0% Ret 5Y 6.05%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Payout Ret 1M 0.5% Ret 1Y 4.73% Ret 3Y 7.0% Ret 5Y 6.05%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.5% Ret 1Y 4.73% Ret 3Y 7.0% Ret 5Y 6.05%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.05%
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.
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..
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) 26
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.
Take Your Next Step
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment FAQs
How to invest in Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment?
Investing in Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment?
The term expense ratio for Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment is 2.05% as of 08 Jun 2026.
What is the NAV of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment?
The NAV of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment is ₹10.9578 as of 08 Jun 2026.
What is the AUM of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment?
The AUM (Assets Under Management) of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment is ₹14.09 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment?
The PE ratio of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment?
Yes, you can invest in Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment in the last 5 years?
The return of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment in the last 5 years is 3.89%.
What is the minimum SIP investment required in Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment?
The minimum SIP investment in Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment, the minimum SIP amount is ₹500.0.
What is the current NAV of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment?
The NAV of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment, as of 08 Jun 2026, is ₹10.9578.
Who manages the Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment?
The fund managers responsible for Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment are:
- Dhaval Shah
- Harshil Suvarnkar
- Dhaval Joshi