Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth
Fund House: Aditya Birla Sun Life Mutual Fund
Category: Retirement Fund
Status: Open Ended Schemes
Launch Date: 05-03-2019
Minimum Investment: 1000.0
Asset Class: Mixed Asset
Minimum Topup: 1000.0
Benchmark: CRISIL Short Term Debt Hybrid 75+25 Index
Total Assets: 26.38 As on (29-08-2025)
Expense Ratio: 1.93% As on (31-08-2025)
Turn over: 81.00% | Exit Load: Nil
NAV as on 07-10-2025
14.7026
0.0101
CAGR Since Inception
6.02%
CRISIL Short Term Debt Hybrid 75+25 Index 9.83%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth | 5.23 | 8.65 | 5.69 | - | 6.02 |
| Benchmark | - | - | - | - | - |
| Retirement Fund | 3.25 | 12.88 | 13.12 | 9.76 | 11.54 |
Funds Manager
Mr. Mohit Sharma
RETURNS CALCULATORS for Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| ABSL Retrmnt The 50s Reg Gr | 05-03-2019 | 5.23 | 8.72 | 8.65 | 5.69 | 0.0 |
| ICICI Pru Retrmnt Pure Equity Gr | 01-02-2019 | 8.0 | 25.59 | 23.76 | 27.65 | 0.0 |
| ICICI Pru Retrmnt Hybrid Ag Gr | 02-02-2019 | 7.21 | 22.3 | 20.65 | 20.73 | 0.0 |
| ICICI Pru Retrmnt Hybrid Cons Gr | 05-02-2019 | 6.96 | 11.27 | 10.94 | 9.25 | 0.0 |
| ICICI Pru Retrmnt Pure Debt Gr | 05-02-2019 | 6.61 | 7.01 | 6.59 | 5.32 | 0.0 |
| ABSL Retrmnt The 50s Plus-Debt Reg Gr | 05-03-2019 | 5.35 | 6.07 | 5.75 | 4.01 | 0.0 |
| SBI Retrmnt Benefit Cons Reg Gr | 05-02-2021 | 4.99 | 8.67 | 8.77 | 0.0 | 0.0 |
| Franklin India Retirement Fund Gr | 31-03-1997 | 4.52 | 11.04 | 10.76 | 10.38 | 8.17 |
| ABSL Retrmnt The 40s Reg Gr | 01-03-2019 | 4.45 | 13.9 | 13.58 | 12.31 | 0.0 |
| PGIM India Retirement Fund Reg Gr | 15-04-2024 | 4.33 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth | 3.46 | 0.72 | 2.05 | 0.11 | 6.88 | 3.69 |
| Retirement Fund | - | - | - | - | - | - |