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Scheme Overview

Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth

Category: Retirement Fund
Launch Date: 05-03-2019
Asset Class: Mixed Asset
Benchmark: CRISIL Short Term Debt Hybrid 75+25 Index
Expense Ratio: 1.93% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 2.62 Cr As on (30-05-2025)
Turn over: 42
NAV as on 23-06-2025

14.4341

-0 (-0.0222%)

CAGR Since Inception

5.99%

CRISIL Short Term Debt Hybrid 75+25 Index 9.79%

PERFORMANCE of Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth

Scheme Performance (%) Data as on - 23-06-2025

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 6.81 9.35 5.53 - 5.99
Benchmark - - - - -
Retirement Fund 6.36 15.89 14.42 9.97 12.37

Fund Managers

Mr. Mohit Sharma

Investment Objective

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.

RETURNS CALCULATOR for Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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 0.73 -0.7 0.7 6.88 3.69
Retirement Fund - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
ABSL Retrmnt The 50s Reg Gr 05-03-2019 6.81 9.56 9.35 5.53 0.0
PGIM India Retirement Fund Reg Gr 15-04-2024 8.83 0.0 0.0 0.0 0.0
ICICI Pru Retrmnt Pure Equity Gr 01-02-2019 8.76 30.9 27.34 28.94 0.0
ABSL Retrmnt The 40s Reg Gr 01-03-2019 8.37 17.64 16.69 13.46 0.0
ICICI Pru Retrmnt Pure Debt Gr 05-02-2019 7.95 7.21 6.84 5.52 0.0
UTI Retirement Fund - Regular Plan 26-12-1994 7.86 14.33 14.4 14.56 9.61
ICICI Pru Retrmnt Hybrid Cons Gr 05-02-2019 7.5 12.54 11.65 9.47 0.0
Franklin India Pension Gr 31-03-1997 7.27 13.09 12.93 10.65 8.33
SBI Retrmnt Benefit Cons Reg Gr 05-02-2021 7.01 9.6 10.39 0.0 0.0
Tata Retrmnt Savings Mod Reg (Gr) 01-11-2011 6.82 19.48 19.01 17.1 12.18

Asset Allocation (%)

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)