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Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth
+9.18%
3Y annualised
+0.19% 1D
NAV: 18 Jun '26
?16.64
Min. for SIP
?500
Fund size (AUM)
?26.72 Cr
Expense ratio
0.63%
Rating
3
Return calculator
Monthly investment
?5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ?30,000 | ?30,598 | +1.99% | |
| 1 year | ?60,000 | ?61,724 | +2.87% | |
| 3 years | ?1,80,000 | ?2,00,604 | +11.45% | |
| 5 years | ?3,00,000 | ?3,65,609 | +21.87% |
Holdings (47)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reverse Repo | Unspecified | Reverse Repo | 27.40% |
| GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 | Entities | GOI Securities | 19.85% |
| GOVERNMENT OF INDIA 32584 GOI 06FB33 7.26 FV RS 100 | Entities | GOI Securities | 8.53% |
| HDFC BANK LIMITED SR V004 8.55 NCD 27MR29 FVRS10LAC | Financial | Debenture | 7.60% |
| 6.57 GOVT. STOCK 2033 05.12.2033 | Entities | GOI Securities | 3.66% |
| Net Receivables | Unspecified | Net Receivables | 3.06% |
| STATE DEVELOPMENT LOAN 36359 RAJ 28AG35 7.49 FV RS 100 | Unspecified | State Development Loan | 2.94% |
| GOI Sec 7.17 17/04/2030 | Entities | GOI Securities | 2.85% |
| HDFC Bank Ltd | Financial | Equity | 1.67% |
| ICICI Bank Ltd | Financial | Equity | 1.65% |
| TD Power Systems Ltd | Industrials | Equity | 1.49% |
| Hindalco Industries Ltd | Materials | Equity | 1.48% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 1.25% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.13% |
| Bharti Airtel Ltd | Technology | Equity | 1.03% |
| State Bank of India | Financial | Equity | 1.02% |
| Max Financial Services Ltd | Financial | Equity | 0.93% |
| Bajaj Finance Ltd | Financial | Equity | 0.85% |
| Axis Bank Ltd | Financial | Equity | 0.82% |
| The Federal Bank Ltd | Financial | Equity | 0.81% |
| Ultratech Cement Ltd | Materials | Equity | 0.81% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 0.79% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.67% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 0.66% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 0.60% |
| Larsen & Toubro Ltd | Industrials | Equity | 0.56% |
| Bank of Maharashtra | Financial | Equity | 0.50% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 0.49% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 0.43% |
| Bank Of Baroda | Financial | Equity | 0.39% |
| Tech Mahindra Ltd | Technology | Equity | 0.39% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.36% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.36% |
| SBFC Finance Ltd | Financial | Equity | 0.33% |
| Infosys Ltd | Technology | Equity | 0.30% |
| Vinati Organics Ltd | Materials | Equity | 0.29% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 0.29% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.27% |
| Zomato Ltd | Technology | Equity | 0.23% |
| NTPC Ltd | Energy & Utilities | Equity | 0.23% |
| Whirlpool Of India Ltd | Consumer Discretionary | Equity | 0.21% |
| Praj Industries Ltd | Industrials | Equity | 0.17% |
| Mrs. Bectors Food Specialities Ltd | Consumer Staples | Equity | 0.17% |
| Cipla Ltd | Healthcare | Equity | 0.17% |
| HG Infra Engineering Ltd | Industrials | Equity | 0.14% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.10% |
| V-Guard Industries Ltd | Industrials | Equity | 0.06% |
See All
Minimum investments
Min. for 1st investment
?1,000
Min. for 2nd investment
?1,000
Min. for SIP
?500
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +5.7% | +9.2% | +7.2% | +7.2% |
| Category average (Hybrid Conservative Hybrid) | +5.5% | +9.1% | +8.0% | -- |
| Rank (Hybrid Conservative Hybrid) | 5 | 11 | 24 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +5.03% | +10.81% | 3,344.68 | |
 | +5.37% | +10.05% | 3,302.00 | |
 | +4.01% | +9.49% | 178.55 | |
 | +5.81% | +9.42% | 9,792.72 | |
 | +7.33% | +8.85% | 955.51 | |
| Compare | ||||
Fund management
MSMohit SharmaOct 2024 - PresentView details
MS
Mohit Sharma
Oct 2024 - Present
View details
HSHarshil SuvarnkarMar 2021 - PresentView details
HS
Harshil Suvarnkar
Mar 2021 - Present
View details
About Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth
Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Mohit Sharma is the Current Fund Manager of Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ?4,13,736 Cr and the Latest NAV as of 18 Jun 2026 is ?16.64.
The Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ?500. Minimum Lumpsum Investment is ?1,000.
;
Investment Objective
The Scheme seeks to invests predominantly in debt and money market instruments with marginal allocation to equity and equity related instruments.
Fund benchmarkCRISIL Short Term Debt Hybrid 75+25 Index
Fund house
Rank (total assets)#4 in India
Total AUM?4,13,735.69 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,