Aditya Birla Sun Life Retirement Fund - the 50S Plan Regular Growth
Aditya Birla Sun Life AMC Ltd
₹14.89 (+0.23%)
NAV as of 9 Oct 2026
Minimum Investment: ₹1,000
Return
1.26% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.93%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹1,000
- Category
- Retirement
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,014
Invested ₹1,000
▲+1.44%1 year
₹1,013
Invested ₹1,000
▲+1.26%3 years
₹1,063
Invested ₹1,000
▲+6.33%5 years
₹1,053
Invested ₹1,000
▲+5.34%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- ModerateThis fund
- Moderate to High
- High
- Very High
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | CRISIL ST Debt Hybrid 75+25 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +1.26% | +6.33% | +5.34% | — |
| Cumulative returns (%) | +1.26% | +20.21% | +29.68% | — |
Fund Manager
| Manager | Harshil Suvarnkar |
|---|---|
| Role | Manager |
| Manager Tenure | 5.53 yrs |
About Fund
| Date of Incorporation | 12 Mar 2019 |
|---|---|
| Fund House | Aditya Birla Sun Life AMC Ltd |
| Custodian | Citibank NA |
| Registrar / Transfer Agent | Aditya Birla Sun Life AMC Ltd |
| Address | Citibank, N.A.,388 Greenwich Street,New York, NY 10048,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| 6.48% Govt Stock 2035 | 19.70% |
| 7.27% Govt Stock 2026 | 19.51% |
| 7.18% Gs 2033 | 19.41% |
| 7.26% Govt Stock 2033 | 8.50% |
| HDFC Bank Limited | 7.56% |
| 6.57% Govt Stock 2033 | 3.64% |
| 7.49% Rajasthan Sgs 2035 | 2.92% |
| 7.17% Govt Stock 2030 | 2.83% |
| Bajaj Finance Ltd | 1.92% |
| ICICI Bank Ltd | 1.76% |
| TD Power Systems Ltd | 1.63% |
| HDFC Bank Ltd | 1.60% |
| Hindalco Industries Ltd | 1.30% |
| TD Power Systems Ltd | 1.30% |
| Metropolis Healthcare Ltd | 1.28% |
| Fortis Healthcare Ltd | 1.20% |
| Bharti Airtel Ltd | 1.19% |
| State Bank of India | 1.15% |
Investment Strategy
The primary 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. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes¡¯ objectives will be achieved.
regular income with capital growth over medium to long term
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.