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Aditya Birla Sun Life Mutual Fund · Retirement Fund
Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth
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.
Mixed AssetBenchmark · CRISIL Short Term Debt Hybrid 75+25 IndexTER · 1.96%Inception · 05-03-2019
NAV
₹14.85
+0.34% · as of 14-05-2026
Since inception
5.64%
CAGR
Benchmark (inception)
9.55%
CAGR
Fund size
₹0 Cr
AUM
Expense ratio
1.96%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +5.64% CAGR vs benchmark +9.55%.
Portfolio
Where the money is invested
Top holdings
6.48% Government of India20.66%
7.27% Government of India19.51%
7.26% Government of India8.92%
Clearing Corporation of India Limited8.15%
HDFC Bank Ltd.7.99%
Government of India (05/12/2033)3.81%
State Government Securities (28/08/2035)3.08%
7.17% Government of India2.96%
Net Receivables / (Payables)2.62%
HDFC BANK LIMITED EQ NEW FV RE. 1/-1.71%
Sector allocation
Financial Services9.34%
Healthcare3.93%
Automobile and Auto Components1.48%
Metals & Mining1.21%
Capital Goods1.16%
Telecommunication1.04%
Construction Materials0.79%
Information Technology0.72%
Fast Moving Consumer Goods0.62%
Construction0.61%
Riskometer
LowVery High
Moderately High
What if you'd SIP'd here?
@ 5.6% p.a.₹10,000
10 years
Projected value
₹16,14,720
Invested: ₹12,00,000
Gained: ₹4,14,720
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Harshil Suvarnkar, Mr. Mohit Sharma
Manager since fund inception data not available
ISIN & identifiers
AMFI code
146938
ISIN (Growth)
INF209KB1J14
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Retirement Fund funds
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