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Fund Overview of Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth
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₹26.7 CrAUM
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₹15.03NAV
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1.95%Expense Ratio
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HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 2.38% | NA | 0.55% |
| 6 Months | 1.76% | NA | 5.55% |
| 1 Year | 4.06% | 4.06% | 5.63% |
| 2 Years | 11.23% | 5.46% | 10.55% |
| 3 Years | 24.84% | 7.68% | 10.07% |
| 5 Years | 32.46% | 5.78% | 10.06% |
| 7 Years | 47.21% | 5.68% | NA |
Compare Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth with other mutual funds in the same category
Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth
SBI Children's Fund - Savings Plan Direct-growth
SBI Children's Fund - Savings Plan Regular-growth
Asset Allocation
equities
24.11%debt instruments
45.44%other assets or cash equivalents
30.46%Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth is one Hybrid mutual fund offered by Aditya Birla Sun Life Mutual Fund. Launched on 11 Mar 2019, the fund aims Regular income with capital growth over medium to long term. Investments in debt and money market instruments as well as equity and equity related securities. It manages assets worth ₹26.7 crore as on Sun May 31, 2026. The expense ratio stands at 1.95%. Fund Manager Manager Education Fund Manager Manager EducationAbout Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth
The portfolio allocation consists of 24.11% in equities, 45.44% in debt instruments, 30.46% in other assets or cash equivalents.Managed by Harshil Suvarnkar, it has delivered a return of 4.06% in the last year, a total return since inception of 5.76%.
Selecting the right best sip has an important role for financial planning.
Key Metrics of Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth
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Standard Deviation4.28%
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Sharpe Ratio0.37%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
SBI Children's Fund - Savings Plan Direct-growth  |
₹139 | 2.23% | 4.89% | 6.33% | 11.96% | 11.30% |
| SBI Children's Fund - Savings Plan Regular-growth |
₹139 | 2.20% | 4.79% | 5.93% | 11.56% | 10.88% |
| Bank Of India Conservative Hybrid Fund Direct-growth |
₹64 | 0.66% | 1.95% | 3.36% | 7.50% | 10.52% |
| Bank Of India Conservative Hybrid Fund Direct-idcw Monthly |
₹64 | 0.66% | 1.95% | 3.36% | 7.50% | 10.52% |
| Bank Of India Conservative Hybrid Fund Direct-idcw Quarterly |
₹64 | 0.66% | 1.95% | 3.36% | 7.50% | 10.52% |
| Bank Of India Conservative Hybrid Fund Direct-idcw Yearly |
₹64 | 0.66% | 1.95% | 3.36% | 7.50% | 10.52% |
| Bank Of India Conservative Hybrid Fund Regular-growth |
₹64 | 0.57% | 1.69% | 2.46% | 6.62% | 9.77% |
| Bank Of India Conservative Hybrid Fund Regular-idcw Monthly |
₹64 | 0.57% | 1.69% | 2.46% | 6.62% | 9.77% |
| Bank Of India Conservative Hybrid Fund Regular-idcw Quarterly |
₹64 | 0.57% | 1.69% | 2.46% | 6.62% | 9.77% |
| Bank Of India Conservative Hybrid Fund Regular-idcw Yearly |
₹64 | 0.57% | 1.69% | 2.46% | 6.62% | 9.77% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Aditya Birla Sun Life Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Aditya Birla Sun Life Regular Savings Fund Direct-growth
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₹1,475 | 1.39% | 2.53% | 2.22% | 5.41% | 9.26% |
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Aditya Birla Sun Life Regular Savings Fund Regular-growth
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₹1,475 | 1.31% | 2.31% | 1.78% | 4.49% | 8.28% |
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Aditya Birla Sun Life Regular Savings Fund Regular-idcw Monthly
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₹1,475 | 1.31% | 2.31% | 1.78% | 4.49% | 8.28% |
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Aditya Birla Sun Life Regular Savings Fund Direct-idcw Monthly
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₹1,475 | 1.39% | 2.53% | 2.22% | 5.41% | 9.26% |
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Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-growth
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₹27 | 1.45% | 2.73% | 2.44% | 5.49% | 9.11% |
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Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-idcw
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₹27 | 1.33% | 2.38% | 1.76% | 4.06% | 7.68% |
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Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-idcw
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₹27 | 1.45% | 2.73% | 2.44% | 5.49% | 9.11% |
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Aditya Birla Sun Life Conservative Hybrid Active Fof Regular-growth
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₹17 | 1.49% | 2.54% | 1.15% | 3.06% | 10.01% |
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Aditya Birla Sun Life Conservative Hybrid Active Fof Direct-growth
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₹17 | 1.53% | 2.63% | 1.35% | 3.46% | 10.46% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Conservative Hybrid Fund Direct-growth |
₹9,793 | ₹83.26 | 9.37% | 9.36% | 9.42% |
| SBI Conservative Hybrid Fund-growth |
₹9,793 | ₹75.88 | 8.84% | 8.81% | 8.72% |
| SBI Conservative Hybrid Fund-idcw Monthly |
₹9,793 | ₹21.46 | 8.84% | 8.81% | 8.72% |
| SBI Conservative Hybrid Fund Direct-idcw Monthly |
₹9,793 | ₹28.13 | 9.37% | 9.36% | 9.42% |
| SBI Conservative Hybrid Fund-idcw Quarterly |
₹9,793 | ₹21.88 | 8.84% | 8.81% | 8.72% |
| SBI Conservative Hybrid Fund Direct-idcw Quarterly |
₹9,793 | ₹25.44 | 9.37% | 9.36% | 9.42% |
| SBI Conservative Hybrid Fund Direct-idcw Yearly |
₹9,793 | ₹33.20 | 9.37% | 9.36% | 9.42% |
| SBI Conservative Hybrid Fund-idcw Yearly |
₹9,793 | ₹26.77 | 8.84% | 8.81% | 8.72% |
| Parag Parikh Conservative Hybrid Fund Direct-growth |
₹3,345 | ₹15.99 | 10.80% | 9.71% | - |
| Parag Parikh Conservative Hybrid Fund Regular-growth |
₹3,345 | ₹15.75 | 10.47% | 9.38% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Reverse Repo | Unspecified | 27.40% | ₹7.32 Cr |
| Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100 | Entities | 19.85% | ₹5.30 Cr |
| Government Of India 32584 Goi 06fb33 7.26 Fv Rs 100 | Entities | 8.53% | ₹2.28 Cr |
| Hdfc Bank Limited Sr V004 8.55 Ncd 27mr29 Fvrs10lac | Financial | 7.60% | ₹2.03 Cr |
| 6.57 Govt. Stock 2033 05.12.2033 | Entities | 3.66% | ₹0.98 Cr |
| Net Receivables | Unspecified | 3.06% | ₹0.82 Cr |
| State Development Loan 36359 Raj 28ag35 7.49 Fv Rs 100 | Unspecified | 2.94% | ₹0.79 Cr |
| Goi Sec 7.17 17/04/2030 | Entities | 2.85% | ₹0.76 Cr |
| Hdfc Bank Ltd | Financial | 1.67% | ₹0.45 Cr |
| Icici Bank Ltd | Financial | 1.65% | ₹0.44 Cr |
| Td Power Systems Ltd | Industrials | 1.49% | ₹0.40 Cr |
| Hindalco Industries Ltd | Materials | 1.48% | ₹0.39 Cr |
| Metropolis Healthcare Ltd | Healthcare | 1.25% | ₹0.33 Cr |
| Fortis Healthcare Ltd | Healthcare | 1.13% | ₹0.30 Cr |
| Bharti Airtel Ltd | Technology | 1.03% | ₹0.27 Cr |
| State Bank Of India | Financial | 1.02% | ₹0.27 Cr |
| Max Financial Services Ltd | Financial | 0.93% | ₹0.25 Cr |
| Bajaj Finance Ltd | Financial | 0.85% | ₹0.23 Cr |
| Axis Bank Ltd | Financial | 0.82% | ₹0.22 Cr |
| The Federal Bank Ltd | Financial | 0.81% | ₹0.22 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| SBI Children's Fund - Savings Plan Direct-growth |
₹126.39 | 11.96% | 11.30% | - |
| SBI Children's Fund - Savings Plan Regular-growth |
₹115.56 | 11.56% | 10.88% | - |
| Bank Of India Conservative Hybrid Fund Direct-growth |
₹37.80 | 7.50% | 10.52% | - |
| Bank Of India Conservative Hybrid Fund Direct-idcw Monthly |
₹16.84 | 7.50% | 10.52% | - |
| Bank Of India Conservative Hybrid Fund Direct-idcw Quarterly |
₹18.57 | 7.50% | 10.52% | - |
| Bank Of India Conservative Hybrid Fund Direct-idcw Yearly |
₹17.22 | 7.50% | 10.52% | - |
| Bank Of India Conservative Hybrid Fund Regular-growth |
₹35.03 | 6.62% | 9.77% | - |
| Bank Of India Conservative Hybrid Fund Regular-idcw Monthly |
₹18.04 | 6.62% | 9.77% | - |
| Bank Of India Conservative Hybrid Fund Regular-idcw Quarterly |
₹18.69 | 6.62% | 9.77% | - |
| Bank Of India Conservative Hybrid Fund Regular-idcw Yearly |
₹17.01 | 6.62% | 9.77% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth
What is the current AUM of Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth?
As of Sun May 31, 2026, Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth manages assets worth ₹26.7 crore
How has Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth performed recently?
- 3 Months: 2.38%
- 6 Months: 1.76%
What is the long-term performance of Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth?
- 3 Years CAGR: 7.68%
- 5 Years CAGR: 5.78%
- Since Inception: 5.76%
What is the portfolio composition of Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth?
Equity: 24.11%, Debt: 45.44%, Others: 30.46%.
Who manages Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth?
Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth is managed by Harshil Suvarnkar from Aditya Birla Sun Life Mutual Fund.
What is the market-cap allocation of Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth?
Large Cap: 64.18%, Mid Cap: 13.99%, Small Cap: 21.83%.
Which are the top companies Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth has invested in?
- Reverse Repo – 27.40% of the fund's portfolio
- GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 – 19.85% of the fund's portfolio
- GOVERNMENT OF INDIA 32584 GOI 06FB33 7.26 FV RS 100 – 8.53% of the fund's portfolio
- HDFC BANK LIMITED SR V004 8.55 NCD 27MR29 FVRS10LAC – 7.60% of the fund's portfolio
- 6.57 GOVT. STOCK 2033 05.12.2033 – 3.66% of the fund's portfolio
Which are the major sectors Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth focuses on?
- Entities – 34.89% of the fund's portfolio
- Unspecified – 33.40% of the fund's portfolio
- Financial – 15.35% of the fund's portfolio
- Healthcare – 2.38% of the fund's portfolio
- Industrials – 1.49% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
