MyWealthGrowth.com logo
HomeMutual Funds

Aditya Birla Sun Life Retirement Fund - 50s Plan

Aditya Birla Sun Life Retirement Fund - 50s Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3.05

as on 07 Jun 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 10,946 today.

Invest Now

NAV Performance

Aditya Birla Sun Life Retirement Fund - 50s Plan performance graph for last 3 years
Performance of Aditya Birla Sun Life Retirement Fund - 50s Plan for last 3 Years

Fund Information

  • ₹ 12.012

    as on 07 Jun 2023
  • Regular - Growth

  • -

  • ₹ 1,000

  • ₹ 27 Cr.

    as on 30 Apr 2023
  • 1.81%

  • 11 Mar 2019

  • Hybrid - Retirement Fund

  • Nifty 50

  • Aditya Birla Sun Life Mutual Fund

    Show All Funds

Highlights of this fund

Aditya Birla Sun Life Retirement Fund - 50s Plan is an Open-ended Hybrid Fund. The fund belongs to Retirement Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 11 Mar 2019. This fund is offered by one of the top AMC (Assets Management Company) Aditya Birla Sun Life Mutual Fund. You can also view here all other Hybrid funds offered by Aditya Birla Sun Life Mutual Fund.

Latest NAV of the fund is ₹ 12.012 as on 07 Jun 2023.

This fund has 4 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.81%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 1,000.

Fund Objective

The investment objective of the scheme is income generation and capital appreciation for its investors which will be in line with their retirement goals by investing in a mix of equity, equity related instruments along with debt and money market instruments.

List of Fund Managers of Aditya Birla Sun Life Retirement Fund - 50s Plan

  • About Ajay Garg

    Picture of Ajay GargAjay has over 17 years of work experience in financial services. Prior to joining BSLAMC, he worked with Birla Sun Life Securities Ltd.He is a B.E. (Electronics) and an MBA in Finance.
  • About Harshil Survankar

    Picture of Harshil Survankar

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 6.08% 22.50% 29.22% 24.41% 19.23% 32.30% 15.63% 8.72% 24.09% 16.64% 23.01% 21.16% 7.49%
Category Average 3.36% 7.28% 5.54% 11.93% 6.67% 12.06% 8.72% 8.72% 11.99% 7.12% 9.23% 11.71% 7.49%
Aditya Birla Sun Life Retirement Fund - 50s Plan 1.44%₹ 10,143 3.11%₹ 10,310 2.39%₹ 10,238 8.08%₹ 10,808 7.49%₹ 12,479 2.91%₹ 10,589 4.49%₹ 25,128 3.05%₹ 10,946 3.57%₹ 38,015 - - - -
HDFC Retirement Savings Fund - Equity Plan 5.25%₹ 10,524 8.95%₹ 10,895 8.32%₹ 10,831 24.41%₹ 12,440 24.09%₹ 13,506 16.18%₹ 13,497 16.64%₹ 28,275 32.30%₹ 23,190 23.01%₹ 50,313 15.63%₹ 20,682 21.16%₹ 1,01,490 - -
ICICI Prudential Retirement Fund (Pure Equity Plan) 6.08%₹ 10,607 11.80%₹ 11,180 4.49%₹ 10,449 17.23%₹ 11,722 18.06%₹ 13,138 19.23%₹ 14,215 13.96%₹ 27,568 28.70%₹ 21,347 20.43%₹ 48,548 - - - -
Nippon India Retirement Fund - Wealth Creation Scheme 5.76%₹ 10,575 7.91%₹ 10,791 1.85%₹ 10,184 17.93%₹ 11,793 15.81%₹ 12,999 10.56%₹ 12,223 9.55%₹ 26,422 23.71%₹ 18,954 14.82%₹ 44,856 7.26%₹ 14,197 12.27%₹ 81,636 - -
HDFC Retirement Savings Fund - Hybrid - Equity Plan 4.53%₹ 10,453 7.16%₹ 10,715 6.93%₹ 10,693 19.57%₹ 11,957 19.43%₹ 13,222 10.56%₹ 12,224 12.45%₹ 27,174 22.54%₹ 18,422 15.82%₹ 45,495 12.43%₹ 17,967 15.26%₹ 87,884 - -
ICICI Prudential Retirement Fund (Hybrid Aggressive Plan) 5.28%₹ 10,527 10.31%₹ 11,030 3.52%₹ 10,352 14.94%₹ 11,493 15.34%₹ 12,970 10.23%₹ 12,150 9.34%₹ 26,368 19.59%₹ 17,118 13.00%₹ 43,694 - - - -

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Retirement Fund - 50s Plan as on 08 Jun 2023 are listed below:

  • Equity Holdings:

    24.94%
  • Debt Holdings:

    45.71%
  • Others Holdings:

    29.35%

Top Sector Holdings of Aditya Birla Sun Life Retirement Fund - 50s Plan

Name of SectorHolding PercentageHolding Values in Crore
Banks 6.80% ₹ 1.84 Cr.
Pharmaceuticals 2.19% ₹ .59 Cr.
Housing Finance 1.64% ₹ .44 Cr.
Computers - Software 1.35% ₹ .37 Cr.
Refineries/Marketing 1.31% ₹ .36 Cr.
Others 86.71% -

Top Stock Holdings of Aditya Birla Sun Life Retirement Fund - 50s Plan

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 2.38% ₹ .65 Cr.
HDFC Bank Ltd. 2.34% ₹ .63 Cr.
Housing Development Finance Corporation Ltd. 1.64% ₹ .44 Cr.
Infosys Ltd. 1.35% ₹ .37 Cr.
Reliance Industries Ltd. 1.31% ₹ .36 Cr.
Others 90.98% -

Top Debt Instrument Type holdings of Aditya Birla Sun Life Retirement Fund - 50s Plan

Instrument TypeHolding PercentageHolding Values in Crore
GOI 38.06% ₹ 10.31 Cr.
NCD & Bonds 7.65% ₹ 2.07 Cr.
Others 54.29% -

Top Debt Holdings of Aditya Birla Sun Life Retirement Fund - 50s Plan

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 38.06% ₹ 10.31 Cr.
Bond - Housing Development Finance Corporation Ltd. 7.65% ₹ 2.07 Cr.
Others 54.29%

Other Holdings

Holding TypeHolding Percentage
TREPS 24.58%
Net Receivables 4.77%