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

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.70%
NAV: ₹16.79 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-Growth

  • ₹26.4 Cr
    AUM
  • ₹16.79
    NAV
  • 0.63%
    Expense Ratio
  • Hybrid
    Fund Category
As on Thu Nov 05, 2026
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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.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.70% NA 0.55%
6 Months 2.58% NA 5.55%
1 Year 3.22% 3.22% 5.63%
2 Years 11.01% 5.36% 10.55%
3 Years 26.82% 8.24% 10.07%
5 Years 40.53% 7.04% 10.06%
7 Years 59.35% 6.88% NA
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As on Thu Nov 05, 2026

Asset Allocation of Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-Growth

equities

24.81%

debt instruments

44.85%

other assets or cash equivalents

30.33%
Large Cap: 64.33%
Mid Cap: 15.31%
Small Cap: 20.36%
Other: 0.00%
Top Holdings
Repo
29.34%
Repo
29.34%
Repo
29.34%
Repo
28.34%
Repo
28.34%
 
Top Sectors
Unspecified
362.85%
Entities
139.69%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

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

Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-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 ₹26.4 crore as on Sat Oct 31, 2026. The expense ratio stands at 0.63%.
The portfolio allocation consists of 24.81% in equities, 44.85% in debt instruments, 30.33% in other assets or cash equivalents.Managed by Harshil Suvarnkar, it has delivered a return of 3.22% in the last year, a total return since inception of 7.00%.
Considering investment horizon investors may compare best sip to invest as part of their overall investment planning.

Read more
  • Mohit Sharma

    Fund Manager

  • Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).

    Manager Education

  • Harshil Suvarnkar

    Fund Manager

  • Mr. Suvarnkar has doneB.Com, Masters in Management Studies (Finance) and Post Graduate Diploma in Securities Law.

    Manager Education

Key Metrics of Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-Growth

  • Standard Deviation
    4.41%
  • Mean
    7.63%
  • Sharpe Ratio
    0.47%
  • Sortino Ratio
    0.54%

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

Fund Names Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-Growth
Inception Date 11 Mar 2019
Lock In 1825
 
Risk Principal at moderately high risk
Category Average Annual Returns 5.63
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-Growth Fund Returns Comparison

Compare Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-Growth with other mutual funds in the same category

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

SBI Children's Fund - Savings Plan Direct-Growth

SBI Children's Fund - Savings Plan Regular-Growth

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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 trend ₹149 -0.33% 0.35% 8.43% 11.26% 10.24%
SBI Children's Fund - Savings Plan Regular-Growth trend ₹149 -0.36% 0.26% 8.03% 10.86% 9.84%
Bank Of India Conservative Hybrid Fund Direct-Growth trend ₹68 1.27% 0.18% 2.53% 6.73% 9.67%
Bank Of India Conservative Hybrid Fund Direct-IDCW Monthly trend ₹68 1.27% 0.18% 2.53% 6.73% 9.67%
Bank Of India Conservative Hybrid Fund Direct-IDCW Quarterly trend ₹68 1.27% 0.18% 2.53% 6.73% 9.67%
Bank Of India Conservative Hybrid Fund Direct-IDCW Yearly trend ₹68 1.27% 0.18% 2.53% 6.73% 9.67%
Parag Parikh Conservative Hybrid Fund Direct-Growth trend ₹3,395 0.42% -0.63% 3.33% 9.15% 9.11%
Parag Parikh Conservative Hybrid Fund Direct-IDCW Monthly trend ₹3,395 0.42% -0.63% 3.33% 9.15% 9.11%
Bank Of India Conservative Hybrid Fund Regular-Growth trend ₹68 1.18% -0.07% 1.57% 5.77% 8.87%
Bank Of India Conservative Hybrid Fund Regular-IDCW Monthly trend ₹68 1.18% -0.07% 1.57% 5.77% 8.87%
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increase 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
Aditya Birla Sun Life Conservative Hybrid Fund Direct-Growth increase ₹1,446 1.31% -0.52% 2.62% 3.39% 8.85%
Aditya Birla Sun Life Conservative Hybrid Fund Regular-Growth increase ₹1,446 1.24% -0.73% 2.19% 2.50% 7.89%
Aditya Birla Sun Life Conservative Hybrid Fund Regular-IDCW Monthly increase ₹1,446 1.24% -0.73% 2.19% 2.50% 7.89%
Aditya Birla Sun Life Conservative Hybrid Fund Direct-IDCW Monthly increase ₹1,446 1.31% -0.52% 2.62% 3.39% 8.85%
Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth increase ₹26 1.29% -1.03% 1.89% 1.86% 6.81%
Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-IDCW increase ₹26 1.40% -0.70% 2.58% 3.22% 8.24%
Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW increase ₹26 1.29% -1.03% 1.89% 1.86% 6.81%
Aditya Birla Sun Life Conservative Hybrid Active FOF Regular-Growth increase ₹18 0.96% -0.40% 2.74% 2.83% 9.07%
Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth increase ₹18 1.00% -0.30% 2.95% 3.25% 9.53%
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increase growth is based on 1-month returns of the funds

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

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
SBI Conservative Hybrid Fund-Growth trend ₹10,107 ₹76.61 7.93% 7.61% 8.15%
SBI Conservative Hybrid Fund Direct-Growth trend ₹10,107 ₹84.22 8.46% 8.14% 8.83%
SBI Conservative Hybrid Fund-IDCW Monthly trend ₹10,107 ₹20.91 7.93% 7.61% 8.15%
SBI Conservative Hybrid Fund Direct-IDCW Monthly trend ₹10,107 ₹27.50 8.46% 8.14% 8.83%
SBI Conservative Hybrid Fund-IDCW Quarterly trend ₹10,107 ₹22.10 7.93% 7.61% 8.15%
SBI Conservative Hybrid Fund Direct-IDCW Quarterly trend ₹10,107 ₹25.73 8.46% 8.14% 8.83%
SBI Conservative Hybrid Fund-IDCW Yearly trend ₹10,107 ₹27.02 7.93% 7.61% 8.15%
SBI Conservative Hybrid Fund Direct-IDCW Yearly trend ₹10,107 ₹33.59 8.46% 8.14% 8.83%
Parag Parikh Conservative Hybrid Fund Regular-Growth trend ₹3,395 ₹15.83 8.82% 8.77% -
Parag Parikh Conservative Hybrid Fund Direct-Growth trend ₹3,395 ₹16.09 9.15% 9.11% -
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Top funds are based on Fund AUM

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Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified29.34%₹7.81 Cr
RepoUnspecified29.34%₹7.81 Cr
RepoUnspecified29.34%₹7.81 Cr
RepoUnspecified28.34%₹7.73 Cr
RepoUnspecified28.34%₹7.73 Cr
RepoUnspecified28.34%₹7.73 Cr
RepoUnspecified28.79%₹7.61 Cr
Reverse RepoUnspecified27.40%₹7.32 Cr
Reverse RepoUnspecified26.63%₹7.22 Cr
Reverse RepoUnspecified26.63%₹7.22 Cr
Reverse RepoUnspecified26.63%₹7.22 Cr
Reverse RepoUnspecified26.63%₹7.22 Cr
Reverse RepoUnspecified27.11%₹7.16 Cr
Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100Entities19.90%₹5.40 Cr
Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100Entities19.58%₹5.34 Cr
Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100Entities19.85%₹5.30 Cr
Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100Entities20.66%₹5.30 Cr
Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100Entities20.06%₹5.30 Cr
Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100Entities19.74%₹5.25 Cr
Goi Sec 7.18 14/08/2033Entities19.90%₹5.23 Cr
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Frequently Asked Questions

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

What is the current AUM of Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-Growth?

As of Sat Oct 31, 2026, Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-Growth manages assets worth ₹26.4 crore

How has Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-Growth performed recently?

  • 3 Months: -0.70%
  • 6 Months: 2.58%

What is the long-term performance of Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-Growth?

  • 3 Years CAGR: 8.24%
  • 5 Years CAGR: 7.04%
  • Since Inception: 7.00%

What is the portfolio composition of Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-Growth?

Equity: 24.81%, Debt: 44.85%, Others: 30.33%.

Who manages Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-Growth?

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

Large Cap: 64.33%, Mid Cap: 15.31%, Small Cap: 20.36%.

Which are the top companies Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-Growth has invested in?

  • Repo – 29.34% of the fund's portfolio
  • Repo – 29.34% of the fund's portfolio
  • Repo – 29.34% of the fund's portfolio
  • Repo – 28.34% of the fund's portfolio
  • Repo – 28.34% of the fund's portfolio

Which are the major sectors Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-Growth focuses on?

  • Unspecified – 362.85% of the fund's portfolio
  • Entities – 139.69% of the fund's portfolio
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