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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
₹14.88
+0.20% · as of 13-10-2026
Since inception
5.36%
CAGR
Benchmark (inception)
9.38%
CAGR
Fund size
₹27 Cr
AUM
Expense ratio
1.96%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +5.36% CAGR vs benchmark +9.38%.
Portfolio
Where the money is invested
Top holdings
06.48% GSEC MAT- 06/10/203519.90%
Government of India (06/02/2033)8.57%
8.55% HDFC Bank Limited (27/03/2029)7.58%
Government of India (05/12/2033)3.66%
State Government Securities (28/08/2035)2.96%
7.17% Government of India2.84%
ICICI BANK LIMITED EQ NEW FV RS. 2/-1.78%
HDFC BANK LIMITED EQ NEW FV RE. 1/-1.77%
TD POWER SYSTEMS LIMITED EQ NEW FV RS.2/-1.38%
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-1.23%
Sector allocation
Financial Services10.09%
Healthcare4.34%
Automobile and Auto Components1.79%
Capital Goods1.55%
Metals & Mining1.23%
Telecommunication1.02%
Construction Materials0.78%
Construction0.69%
Consumer Services0.63%
Information Technology0.62%
Riskometer
LowVery High
Moderately High
What if you'd SIP'd here?
@ 5.4% p.a.₹10,000
10 years
Projected value
₹15,90,171
Invested: ₹12,00,000
Gained: ₹3,90,171
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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