AG
Ajay GargFund Manager Since 12 Mar 2019
AllocationRetirement
Aditya Birla Sun Life Retirement Fund - The 50s Pln Direct Growth
3Y Annualised
9.36%
0.11% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.27%
0.11% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
7 years 9 months
NIFTY 50
5 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹25.67 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
Tata Retirement Savings Progressive Fund Direct Plan Growth
4.83%
2nd
Tata Retirement Savings Progressive Fund Growth
4.70%
3rd
Tata Retirement Savings Moderate Fund Direct Plan Growth
4.61%
4th
PGIM India Retirement Fund Direct Payout Inc Dist cum Cap Wdrl
4.48%
5th
PGIM India Retirement Fund Direct Growth
4.48%
94th
Aditya Birla Sun Life Retirement Fund - The 50s Pln Direct Growth
2.27%
Fund Managers
HS
Harshil SuvarnkarFund Manager Since 22 Mar 2021
About Aditya Birla Sun Life Retirement Fund - The 50s Pln Direct Growth
Aditya Birla Sun Life Retirement Fund - The 50s Pln Direct 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 Pln Direct Growth has ₹25.67 Cr worth of assets under management (AUM) as of Wed Apr 23 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Retirement Fund - The 50s Pln Direct Growth as of Wed Apr 23 2025 is ₹15.545. The fund has an expense ratio of 0.61%, which is medium comparable to most other Allocation funds.
Aditya Birla Sun Life Retirement Fund - The 50s Pln Direct Growth returns for the last 1 year are 10.03%. Since launch, it has delivered 7.44% average annual returns.
The Aditya Birla Sun Life Retirement Fund - The 50s Pln Direct Growth has the majority of its money invested in null, Financial Services sectors.
Top 5 Holdings of Aditya Birla Sun Life Retirement Fund - The 50s Pln Direct Growth.
- 7.18% Govt Stock 2033: 20.19%
- 7.27% Govt Stock 2026: 19.65%
- 7.26% Govt Stock 2033: 9.12%
- HDFC Bank Limited: 8.08%
- 08.21 Tn SDL 2025: 5.86%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2019-03-12 |
| care.mutualfunds@adityabirlacapital.com | |
| Phone | +91 22 43568000 |
| Website | www.adityabirlasunlifemf.com |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road |
Tax Implications of Aditya Birla Sun Life Retirement Fund - The 50s Pln Direct 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
8.64%
expense ratio
0.61%
fund size
₹631.60 Cr
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
17.41%
expense ratio
0.84%
fund size
₹5612.93 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
9.59%
expense ratio
1.02%
fund size
₹1377.21 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
12.74%
expense ratio
1.03%
fund size
₹14461.85 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.56%
fund size
₹2206.08 Cr
FAQs
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What are the top 3 sectors that Aditya Birla Sun Life Retirement Fund - The 50s Pln Direct Growth has invested in?
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