AG
Ajay GargFund Manager Since 12 Mar 2019
AllocationRetirement
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth
3Y Annualised
5.23%
0.04% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.03%
0.04% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
13 years 7 months
NIFTY 50
5 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹16.75 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0%
Nil
Risk Profile
Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus
2.73%
2nd
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth
2.73%
3rd
ICICI Prudential Retirement Fund Pure Equity Plan Direct Payout of Income Dist cum Cap Wdrl
2.68%
4th
Nippon India Retirement Fund - Wealth Creation Scheme - Regular Bonus
2.65%
5th
Nippon India Retirement Fund - Wealth Creation Scheme - Regular Growth
2.65%
111st
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth
0.03%
Fund Managers
HS
Harshil SuvarnkarFund Manager Since 22 Mar 2021
About Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth is a Allocation mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 6 years, having been launched on 2019-03-12. Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth has ₹16.75 Cr worth of assets under management (AUM) as of Wed Feb 11 2026. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth as of Tue Feb 10 2026 is ₹13.3678. The fund has an expense ratio of 2.07%, which is medium comparable to most other Allocation funds.
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth returns for the last 1 year are 4.18%. Since launch, it has delivered 4.28% average annual returns.
The Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth has the majority of its money invested in null sectors.
Top 5 Holdings of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth.
- 7.27% Govt Stock 2026: 44.68%
- 6.57% Govt Stock 2033: 17.87%
- 7.34% Govt Stock 2064: 8.85%
- HDFC Bank Limited: 6.21%
- Goi 06.05.2030 Gov: 6.11%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2019-03-12 |
| abslamc.cs@adityabirlacapital.com | |
| Phone | +91 22 4356 8008/ 8000 |
| Website | https://mutualfund.adityabirlacapital.com/ |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mills, Senapati Bapat Marg, Elphinstone Road,Mumbai - 400013 |
Tax Implications of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
AllocationEquity Savings
3Y CAGR
10.21%
expense ratio
0.54%
fund size
₹974.44 Cr
Aditya Birla Sun Life Consumption Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
16.50%
expense ratio
0.77%
fund size
₹6539.43 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
10.27%
expense ratio
0.93%
fund size
₹1549.13 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
16.99%
expense ratio
0.96%
fund size
₹15690.68 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.57%
fund size
₹2904.91 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
