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)
7 years 9 months
5 years 8 months
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
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Tata Retirement Savings Progressive Fund Direct Plan Growth
2nd
Tata Retirement Savings Progressive Fund Growth
3rd
Tata Retirement Savings Moderate Fund Direct Plan Growth
4th
PGIM India Retirement Fund Direct Payout Inc Dist cum Cap Wdrl
5th
PGIM India Retirement Fund Direct Growth
94th
Aditya Birla Sun Life Retirement Fund - The 50s Pln Direct Growth
Fund Managers
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

AllocationEquity Savings
3Y CAGR
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expense ratio
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fund size
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EquityEquity - Consumption
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AllocationConservative Allocation
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expense ratio
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EquityELSS (Tax Savings)
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Fixed IncomeMedium Duration
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expense ratio
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fund size
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FAQs
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