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: 26.2 Cr As on (30-05-2025)
Turn over: 42
NAV as on 13-06-2025

14.4106

-0.03 (-0.1853%)

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 - 13-06-2025

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 6.83 9.33 5.56 - 5.99
Benchmark - - - - -
Retirement Fund 6.19 15.2 14.68 10.24 11.97

Yearly Performance (%)

Nav Movement

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 (%)
Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth 05-03-2019 6.83 9.49 9.33 5.56 0.0
PGIM India Retirement Fund - Regular Plan - Growth Option 15-04-2024 10.19 0.0 0.0 0.0 0.0
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 8.48 17.8 16.32 14.29 0.0
UTI Retirement Fund - Regular Plan 26-12-1994 8.45 14.17 14.24 14.97 9.81
ICICI Prudential Retirement Fund - Pure Debt - Growth Option 05-02-2019 8.01 7.17 6.87 5.62 0.0
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 7.9 18.77 18.55 17.9 12.55
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth 05-02-2021 7.48 9.36 10.54 0.0 0.0
Franklin India Pension Plan-Growth 31-03-1997 7.4 12.84 12.72 10.98 8.54
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option 05-02-2015 7.21 9.37 11.08 7.8 7.49
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 7.05 19.8 18.5 16.58 0.0

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 (%)