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Fund Overview of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth
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₹13.0 CrAUM
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₹13.63NAV
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2.05%Expense Ratio
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DebtFund Category
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹
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
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -0.08% | NA | 1.00% |
| 6 Months | 1.62% | NA | 4.64% |
| 1 Year | 2.36% | 2.36% | 8.71% |
| 2 Years | 7.65% | 3.76% | 8.38% |
| 3 Years | 14.81% | 4.71% | 7.90% |
| 5 Years | 20.89% | 3.87% | 6.75% |
| 7 Years | 31.04% | 3.94% | NA |
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As on Thu Nov 05, 2026
Asset Allocation of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth
debt instruments
53.10%other assets or cash equivalents
46.90%Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth is one Debt mutual fund offered by Aditya Birla Sun Life Mutual Fund. Launched on 11 Mar 2019, the fund aims Capital appreciation & income over long term to achieve retirement goals. investments in debt & money market instruments as well as equity and equity related securities. It manages assets worth ₹13.0 crore as on Sat Oct 31, 2026. The expense ratio stands at 2.05%. Fund Manager Manager Education
About FundAbout Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth
The portfolio allocation consists of 53.10% in debt instruments, 46.90% in other assets or cash equivalents.Managed by Harshil Suvarnkar, it has delivered a return of 2.36% in the last year, a total return since inception of 4.13%.
Considering investment horizon individuals often review best sip investment as part of their long-term financial strategy.
Harshil Suvarnkar
Mr. Suvarnkar has doneB.Com, Masters in Management Studies (Finance) and Post Graduate Diploma in Securities Law.
Key Metrics of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth
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Standard Deviation1.48%
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Mean4.38%
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Sharpe Ratio-0.80%
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Sortino Ratio-1.03%
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Fund Details
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Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Fund Returns Comparison
Compare Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth with other mutual funds in the same category
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth
Bank Of India Short Term Fund Direct-Growth
Bank Of India Short Term Fund Direct-IDCW Monthly
Compare more funds
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Bank Of India Short Term Fund Direct-Growth  |
₹254 | 0.52% | 0.87% | 5.00% | 7.67% | 10.89% |
| Bank Of India Short Term Fund Direct-IDCW Monthly |
₹254 | 0.52% | 0.87% | 5.00% | 7.67% | 10.89% |
| Bank Of India Short Term Fund Direct-IDCW Quarterly |
₹254 | 0.52% | 0.87% | 5.00% | 7.67% | 10.89% |
| Bank Of India Short Term Fund Regular-Growth |
₹254 | 0.46% | 0.72% | 4.38% | 7.06% | 10.34% |
| Bank Of India Short Term Fund Regular-IDCW Monthly |
₹254 | 0.46% | 0.72% | 4.38% | 7.06% | 10.34% |
| Bank Of India Short Term Fund Regular-IDCW Quarterly |
₹254 | 0.46% | 0.72% | 4.38% | 7.06% | 10.34% |
| ICICI Prudential Short Term Fund Direct Plan-Growth |
₹18,468 | 0.46% | 0.72% | 5.63% | 7.67% | 7.14% |
| ICICI Prudential Short Term Fund Direct Plan-IDCW Monthly |
₹18,468 | 0.46% | 0.72% | 5.63% | 7.67% | 7.14% |
| Aditya Birla Sun Life Short Term Direct Fund Direct-Growth |
₹5,269 | 0.38% | 0.58% | 5.03% | 7.55% | 6.87% |
| Aditya Birla Sun Life Short Term Direct Fund Direct-IDCW |
₹5,269 | 0.38% | 0.58% | 5.03% | 7.55% | 6.87% |
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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 Short Term Fund Regular-Growth
|
₹5,269 | 0.33% | 0.43% | 2.73% | 4.39% | 6.89% |
|
Aditya Birla Sun Life Short Term Direct Fund Direct-Growth
|
₹5,269 | 0.38% | 0.58% | 3.04% | 5.03% | 7.55% |
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Aditya Birla Sun Life Short Term Fund Regular-IDCW
|
₹5,269 | 0.33% | 0.43% | 2.73% | 4.39% | 6.89% |
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Aditya Birla Sun Life Short Term Direct Fund Direct-IDCW
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₹5,269 | 0.38% | 0.58% | 3.04% | 5.03% | 7.55% |
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Aditya Birla Sun Life Short Term Direct Fund Direct-IDCW Quarterly
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₹5,269 | 0.38% | 0.58% | 3.04% | 5.03% | 7.55% |
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Aditya Birla Sun Life Short Term Fund Regular-IDCW Quarterly
|
₹5,269 | 0.33% | 0.43% | 2.73% | 4.39% | 6.89% |
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Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Direct-Growth
|
₹13 | 0.55% | 0.21% | 2.21% | 3.51% | 5.88% |
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Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW
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₹13 | 0.45% | -0.08% | 1.62% | 2.36% | 4.71% |
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Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Direct-IDCW
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₹13 | 0.55% | 0.21% | 2.21% | 3.51% | 5.88% |
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growth is based on 1-month returns of the fundsAditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Top 25% of investors consistently generate more than 12% return
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I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Top 25% of investors consistently generate more than 12% return
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Wealth Gained
Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Short Term Fund Direct Plan-Growth |
₹18,468 | ₹71.14 | 7.67% | 7.14% | 7.71% |
| ICICI Prudential Short Term Fund-Growth |
₹18,468 | ₹64.70 | 7.04% | 6.46% | 6.94% |
| ICICI Prudential Short Term Fund Direct Plan-IDCW Monthly |
₹18,468 | ₹12.74 | 7.67% | 7.14% | 7.71% |
| ICICI Prudential Short Term Fund-IDCW Monthly |
₹18,468 | ₹12.12 | 7.04% | 6.46% | 6.94% |
| HDFC Short Term Fund Direct Plan-Growth |
₹13,967 | ₹35.55 | 7.39% | 6.59% | 7.30% |
| HDFC Short Term Fund-Growth |
₹13,967 | ₹34.30 | 7.08% | 6.22% | 6.98% |
| HDFC Short Term Fund Direct Plan-IDCW |
₹13,967 | ₹21.06 | 7.39% | 6.59% | 7.30% |
| HDFC Short Term Fund-IDCW |
₹13,967 | ₹20.38 | 7.08% | 6.22% | 6.98% |
| HDFC Short Term Fund-IDCW Fortnightly |
₹13,967 | ₹10.22 | 7.08% | 6.22% | 6.98% |
| HDFC Short Term Fund Direct Plan-IDCW Fortnightly |
₹13,967 | ₹10.33 | 7.39% | 6.59% | 7.30% |
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Top funds are based on Fund AUM
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Central Government Loan 21563 Goi 08ap26 7.27 Fv Rs 100 | Entities | 43.10% | ₹7.51 Cr |
| Central Government Loan 21563 Goi 08ap26 7.27 Fv Rs 100 | Entities | 43.86% | ₹7.50 Cr |
| Central Government Loan 21563 Goi 08ap26 7.27 Fv Rs 100 | Entities | - | — |
| Central Government Loan 21563 Goi 08ap26 7.27 Fv Rs 100 | Entities | 44.54% | ₹7.48 Cr |
| Central Government Loan 21563 Goi 08ap26 7.27 Fv Rs 100 | Entities | 44.54% | ₹7.48 Cr |
| Central Government Loan 21563 Goi 08ap26 7.27 Fv Rs 100 | Entities | 44.48% | ₹7.48 Cr |
| Central Government Loan 21563 Goi 08ap26 7.27 Fv Rs 100 | Entities | 44.57% | ₹7.47 Cr |
| Central Government Loan 21563 Goi 08ap26 7.27 Fv Rs 100 | Entities | 45.42% | ₹7.46 Cr |
| Central Government Loan 21563 Goi 08ap26 7.27 Fv Rs 100 | Entities | 45.97% | ₹7.45 Cr |
| Reverse Repo | Unspecified | 44.07% | ₹6.21 Cr |
| Reverse Repo | Unspecified | 43.72% | ₹6.16 Cr |
| Repo | Unspecified | 45.15% | ₹6.12 Cr |
| Repo | Unspecified | 45.15% | ₹6.12 Cr |
| Repo | Unspecified | 45.15% | ₹6.12 Cr |
| Reverse Repo | Unspecified | 42.91% | ₹6.08 Cr |
| Reverse Repo | Unspecified | 42.91% | ₹6.08 Cr |
| Reverse Repo | Unspecified | 42.91% | ₹6.08 Cr |
| Reverse Repo | Unspecified | 42.91% | ₹6.08 Cr |
| Repo | Unspecified | 44.21% | ₹6.07 Cr |
| Repo | Unspecified | 44.21% | ₹6.07 Cr |
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Top Debt Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bank Of India Short Term Fund Direct-Growth |
₹31.27 | 7.67% | 10.89% | - |
| Bank Of India Short Term Fund Direct-IDCW Monthly |
₹15.14 | 7.67% | 10.89% | - |
| Bank Of India Short Term Fund Direct-IDCW Quarterly |
₹14.41 | 7.67% | 10.89% | - |
| Bank Of India Short Term Fund Regular-Growth |
₹28.54 | 7.06% | 10.34% | - |
| Bank Of India Short Term Fund Regular-IDCW Monthly |
₹14.58 | 7.06% | 10.34% | - |
| Bank Of India Short Term Fund Regular-IDCW Quarterly |
₹14.43 | 7.06% | 10.34% | - |
| ICICI Prudential Short Term Fund Direct Plan-Growth |
₹71.14 | 7.67% | 7.14% | - |
| ICICI Prudential Short Term Fund Direct Plan-IDCW Monthly |
₹12.74 | 7.67% | 7.14% | - |
| Aditya Birla Sun Life Short Term Direct Fund Direct-Growth |
₹55.50 | 7.55% | 6.87% | - |
| Aditya Birla Sun Life Short Term Direct Fund Direct-IDCW |
₹10.52 | 7.55% | 6.87% | - |
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growth is based on 5Y returns of the funds
Frequently Asked Questions
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth
What is the current AUM of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth?
As of Sat Oct 31, 2026, Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth manages assets worth ₹13.0 crore
How has Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth performed recently?
- 3 Months: -0.08%
- 6 Months: 1.62%
What is the long-term performance of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth?
- 3 Years CAGR: 4.71%
- 5 Years CAGR: 3.87%
- Since Inception: 4.13%
What is the portfolio composition of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth?
Debt: 53.10%, Others: 46.90%.
Who manages Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth?
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth is managed by Harshil Suvarnkar from Aditya Birla Sun Life Mutual Fund.
Which are the top companies Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth has invested in?
- CENTRAL GOVERNMENT LOAN 21563 GOI 08AP26 7.27 FV RS 100 – 43.10% of the fund's portfolio
- CENTRAL GOVERNMENT LOAN 21563 GOI 08AP26 7.27 FV RS 100 – 43.86% of the fund's portfolio
- CENTRAL GOVERNMENT LOAN 21563 GOI 08AP26 7.27 FV RS 100 – 1.00% of the fund's portfolio
- CENTRAL GOVERNMENT LOAN 21563 GOI 08AP26 7.27 FV RS 100 – 44.54% of the fund's portfolio
- CENTRAL GOVERNMENT LOAN 21563 GOI 08AP26 7.27 FV RS 100 – 44.54% of the fund's portfolio
Which are the major sectors Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth focuses on?
- Unspecified – 483.32% of the fund's portfolio
- Entities – 357.47% of the fund's portfolio
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