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Mutual Funds
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth

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Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth

Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth

  • Moderate Risk
  • Allocation
  • Retirement
  • Share
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NAV as on Mar 7, 2025
i
Price per unit of the scheme.
₹ 12.8646 0.03% 1 Day Change
0.27%
Minimum Investment ₹1000
Expense Ratio 2.09%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
*Morningstar Rating Methodologyi

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

FUND PERFORMANCE

(As On --)
Compare fund’s performance against category average across different time periods
1M 3M 6M 1Y 3Y 5Y
-- Out of -- funds in the category
Category Avg Return
--
Fund Return
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

This Fund
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth
VS
Allocation: Retirement Average NAV
Topper in Allocation: Retirement
All Fund
*For the other fund, rescaled NAVs are used
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RETURN CALCULATOR

Check the return on your investment in the fund
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth
Investment Type
MONTHLY SIP ONE -TIME
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    ₹0
  • Return
    ₹0
  • Current Value
    ₹0

FUND SUMMARY

Benchmark
CRISIL Short Term Bond TR INR
Expense Ratio
2.09 %
Category Avg Expense Ratio
0.88%
Minimum Investment (Lumpsum/SIP)
₹1000/₹500
Lock In (Years)
5
Fund Size
₹ 16.58 Cr(As on Jan, 2025)
Inception Date
Mar 12, 2019
Turnover
0.00 %
Exit Load
Nil

ABOUT THE FUND

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.

Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth is an Allocation - Retirement fund. The fund was launched in Mar 12, 2019. Its risk level is Moderate. The NAV of the fund as on Mar 7, 2025 is ₹12.86. Its expense ratio is 2.09 %. The fund has an AUM of ₹16.58 Cr.The fund is managed by Dhaval Shah, Harshil Suvarnkar, Dhaval Joshi. The minimum initial investment is ₹1000 in Lumpsum mode.

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FUND MANAGER

Harshil Suvarnkar
i
Lead Fund Manager.
Mar 22, 2021- Present
  • Fund Manager Rank -- Out of 0
    i
    Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
  • Schemes managed 16
  • Total AUM ₹ 44,486.14 Cr
  • Highest Return In 1 Yr 8.86 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
--
₹18.52
-4.69%
--
Very High Risk
₹108.85Cr
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
--
₹18.79
-5.10%
--
Very High Risk
₹373.40Cr
Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth
--
--
--
--
Moderate Risk
--
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
--
₹18.52
-8.11%
--
Very High Risk
₹108.85Cr
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
--
₹18.79
-13.66%
--
Very High Risk
₹373.40Cr
Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth
--
--
--
--
Moderate Risk
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
--
₹18.52
-5.75%
--
Very High Risk
₹108.85Cr
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
--
₹18.79
-11.94%
--
Very High Risk
₹373.40Cr
Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth
--
--
--
--
Moderate Risk
--
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
₹18.52
7.17%
--
Very High Risk
₹108.85Cr
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
₹18.79
4.17%
--
Very High Risk
₹373.40Cr
Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth
--
--
--
Moderate Risk
--
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
--
₹18.52
14.03%
--
Very High Risk
₹108.85Cr
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
--
₹18.79
14.82%
--
Very High Risk
₹373.40Cr
Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth
--
--
--
--
Moderate Risk
₹--
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
--
₹18.52
12.27%
--
Very High Risk
₹108.85Cr
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
--
₹18.79
12.94%
--
Very High Risk
₹373.40Cr
Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth
--
--
--
--
Moderate Risk
--
1M 3M 6M 1Y 3Y 5Y
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Very High Risk --
  • NAV ₹18.52
  • Fund Size ₹108.85Cr
Fund Return -4.69%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Very High Risk --
  • NAV ₹18.79
  • Fund Size ₹373.40Cr
Fund Return -5.10%
Category Return --
Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth
Moderate Risk --
  • NAV --
  • Fund Size --
Fund Return --
Category Return --
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Very High Risk --
  • NAV ₹18.52
  • Fund Size ₹108.85Cr
Fund Return -8.11%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Very High Risk --
  • NAV ₹18.79
  • Fund Size ₹373.40Cr
Fund Return -13.66%
Category Return --
Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth
Moderate Risk --
  • NAV --
  • Fund Size --
Fund Return --
Category Return --
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Very High Risk --
  • NAV ₹18.52
  • Fund Size ₹108.85Cr
Fund Return -5.75%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Very High Risk --
  • NAV ₹18.79
  • Fund Size ₹373.40Cr
Fund Return -11.94%
Category Return --
Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth
Moderate Risk --
  • NAV --
  • Fund Size --
Fund Return --
Category Return --
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Very High Risk --
  • NAV ₹18.52
  • Fund Size ₹108.85Cr
Fund Return 7.17%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Very High Risk --
  • NAV ₹18.79
  • Fund Size ₹373.40Cr
Fund Return 4.17%
Category Return --
Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth
Moderate Risk --
  • NAV --
  • Fund Size --
Fund Return --
Category Return --
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Very High Risk --
  • NAV ₹18.52
  • Fund Size ₹108.85Cr
Fund Return 14.03%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Very High Risk --
  • NAV ₹18.79
  • Fund Size ₹373.40Cr
Fund Return 14.82%
Category Return --
Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth
Moderate Risk --
  • NAV --
  • Fund Size --
Fund Return --
Category Return --
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Very High Risk --
  • NAV ₹18.52
  • Fund Size ₹108.85Cr
Fund Return 12.27%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Very High Risk --
  • NAV ₹18.79
  • Fund Size ₹373.40Cr
Fund Return 12.94%
Category Return --
Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth
Moderate Risk --
  • NAV --
  • Fund Size --
Fund Return --
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Dhaval Shah
Mar 22, 2021- Present
  • Schemes managed 9
  • Total AUM ₹ 26,942.48 Cr
  • Highest Return In 1 Yr 10.62 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
--
₹18.52
-4.69%
--
Very High Risk
₹108.85Cr
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
--
₹18.79
-5.10%
--
Very High Risk
₹373.40Cr
Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth
--
₹13.79
-3.29%
--
Very High Risk
₹3,709.54Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
--
₹18.52
-8.11%
--
Very High Risk
₹108.85Cr
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
--
₹18.79
-13.66%
--
Very High Risk
₹373.40Cr
Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth
--
₹13.79
-4.91%
--
Very High Risk
₹3,709.54Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
--
₹18.52
-5.75%
--
Very High Risk
₹108.85Cr
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
--
₹18.79
-11.94%
--
Very High Risk
₹373.40Cr
Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth
--
₹13.79
-3.05%
--
Very High Risk
₹3,709.54Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
₹18.52
7.17%
--
Very High Risk
₹108.85Cr
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
₹18.79
4.17%
--
Very High Risk
₹373.40Cr
Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth
₹13.79
10.62%
--
Very High Risk
₹3,709.54Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
--
₹18.52
14.03%
--
Very High Risk
₹108.85Cr
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
--
₹18.79
14.82%
--
Very High Risk
₹373.40Cr
Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth
--
₹13.79
--
--
Very High Risk
₹3,709.54Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
--
₹18.52
12.27%
--
Very High Risk
₹108.85Cr
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
--
₹18.79
12.94%
--
Very High Risk
₹373.40Cr
Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth
--
₹13.79
--
--
Very High Risk
₹3,709.54Cr
1M 3M 6M 1Y 3Y 5Y
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Very High Risk --
  • NAV ₹18.52
  • Fund Size ₹108.85Cr
Fund Return -4.69%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Very High Risk --
  • NAV ₹18.79
  • Fund Size ₹373.40Cr
Fund Return -5.10%
Category Return --
Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth
Very High Risk --
  • NAV ₹13.79
  • Fund Size ₹3,709.54Cr
Fund Return -3.29%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Very High Risk --
  • NAV ₹18.52
  • Fund Size ₹108.85Cr
Fund Return -8.11%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Very High Risk --
  • NAV ₹18.79
  • Fund Size ₹373.40Cr
Fund Return -13.66%
Category Return --
Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth
Very High Risk --
  • NAV ₹13.79
  • Fund Size ₹3,709.54Cr
Fund Return -4.91%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Very High Risk --
  • NAV ₹18.52
  • Fund Size ₹108.85Cr
Fund Return -5.75%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Very High Risk --
  • NAV ₹18.79
  • Fund Size ₹373.40Cr
Fund Return -11.94%
Category Return --
Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth
Very High Risk --
  • NAV ₹13.79
  • Fund Size ₹3,709.54Cr
Fund Return -3.05%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Very High Risk --
  • NAV ₹18.52
  • Fund Size ₹108.85Cr
Fund Return 7.17%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Very High Risk --
  • NAV ₹18.79
  • Fund Size ₹373.40Cr
Fund Return 4.17%
Category Return --
Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth
Very High Risk --
  • NAV ₹13.79
  • Fund Size ₹3,709.54Cr
Fund Return 10.62%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Very High Risk --
  • NAV ₹18.52
  • Fund Size ₹108.85Cr
Fund Return 14.03%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Very High Risk --
  • NAV ₹18.79
  • Fund Size ₹373.40Cr
Fund Return 14.82%
Category Return --
Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth
Very High Risk --
  • NAV ₹13.79
  • Fund Size ₹3,709.54Cr
Fund Return --
Category Return --
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Very High Risk --
  • NAV ₹18.52
  • Fund Size ₹108.85Cr
Fund Return 12.27%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Very High Risk --
  • NAV ₹18.79
  • Fund Size ₹373.40Cr
Fund Return 12.94%
Category Return --
Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth
Very High Risk --
  • NAV ₹13.79
  • Fund Size ₹3,709.54Cr
Fund Return --
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Dhaval Joshi
Nov 21, 2022- Present
  • Schemes managed 56
  • Total AUM ₹ 3,06,243.99 Cr
  • Highest Return In 1 Yr 17.30 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
--
₹18.79
-5.10%
--
Very High Risk
₹373.40Cr
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
--
₹18.52
-4.69%
--
Very High Risk
₹108.85Cr
Aditya Birla Sun Life Special Opportunities Fund Dir Growth Aditya Birla Sun Life Special Opportunities Fund Dir Growth
--
₹23.12
-5.25%
--
Very High Risk
₹732.37Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
--
₹18.79
-13.66%
--
Very High Risk
₹373.40Cr
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
--
₹18.52
-8.11%
--
Very High Risk
₹108.85Cr
Aditya Birla Sun Life Special Opportunities Fund Dir Growth Aditya Birla Sun Life Special Opportunities Fund Dir Growth
--
₹23.12
-10.84%
--
Very High Risk
₹732.37Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
--
₹18.79
-11.94%
--
Very High Risk
₹373.40Cr
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
--
₹18.52
-5.75%
--
Very High Risk
₹108.85Cr
Aditya Birla Sun Life Special Opportunities Fund Dir Growth Aditya Birla Sun Life Special Opportunities Fund Dir Growth
--
₹23.12
-11.01%
--
Very High Risk
₹732.37Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
₹18.79
4.17%
--
Very High Risk
₹373.40Cr
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
₹18.52
7.17%
--
Very High Risk
₹108.85Cr
Aditya Birla Sun Life Special Opportunities Fund Dir Growth Aditya Birla Sun Life Special Opportunities Fund Dir Growth
₹23.12
6.54%
--
Very High Risk
₹732.37Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
--
₹18.79
14.82%
--
Very High Risk
₹373.40Cr
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
--
₹18.52
14.03%
--
Very High Risk
₹108.85Cr
Aditya Birla Sun Life Special Opportunities Fund Dir Growth Aditya Birla Sun Life Special Opportunities Fund Dir Growth
--
₹23.12
17.20%
--
Very High Risk
₹732.37Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
--
₹18.79
12.94%
--
Very High Risk
₹373.40Cr
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
--
₹18.52
12.27%
--
Very High Risk
₹108.85Cr
Aditya Birla Sun Life Special Opportunities Fund Dir Growth Aditya Birla Sun Life Special Opportunities Fund Dir Growth
--
₹23.12
--
--
Very High Risk
₹732.37Cr
1M 3M 6M 1Y 3Y 5Y
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Very High Risk --
  • NAV ₹18.79
  • Fund Size ₹373.40Cr
Fund Return -5.10%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Very High Risk --
  • NAV ₹18.52
  • Fund Size ₹108.85Cr
Fund Return -4.69%
Category Return --
Aditya Birla Sun Life Special Opportunities Fund Dir Growth Aditya Birla Sun Life Special Opportunities Fund Dir Growth
Very High Risk --
  • NAV ₹23.12
  • Fund Size ₹732.37Cr
Fund Return -5.25%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Very High Risk --
  • NAV ₹18.79
  • Fund Size ₹373.40Cr
Fund Return -13.66%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Very High Risk --
  • NAV ₹18.52
  • Fund Size ₹108.85Cr
Fund Return -8.11%
Category Return --
Aditya Birla Sun Life Special Opportunities Fund Dir Growth Aditya Birla Sun Life Special Opportunities Fund Dir Growth
Very High Risk --
  • NAV ₹23.12
  • Fund Size ₹732.37Cr
Fund Return -10.84%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Very High Risk --
  • NAV ₹18.79
  • Fund Size ₹373.40Cr
Fund Return -11.94%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Very High Risk --
  • NAV ₹18.52
  • Fund Size ₹108.85Cr
Fund Return -5.75%
Category Return --
Aditya Birla Sun Life Special Opportunities Fund Dir Growth Aditya Birla Sun Life Special Opportunities Fund Dir Growth
Very High Risk --
  • NAV ₹23.12
  • Fund Size ₹732.37Cr
Fund Return -11.01%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Very High Risk --
  • NAV ₹18.79
  • Fund Size ₹373.40Cr
Fund Return 4.17%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Very High Risk --
  • NAV ₹18.52
  • Fund Size ₹108.85Cr
Fund Return 7.17%
Category Return --
Aditya Birla Sun Life Special Opportunities Fund Dir Growth Aditya Birla Sun Life Special Opportunities Fund Dir Growth
Very High Risk --
  • NAV ₹23.12
  • Fund Size ₹732.37Cr
Fund Return 6.54%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Very High Risk --
  • NAV ₹18.79
  • Fund Size ₹373.40Cr
Fund Return 14.82%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Very High Risk --
  • NAV ₹18.52
  • Fund Size ₹108.85Cr
Fund Return 14.03%
Category Return --
Aditya Birla Sun Life Special Opportunities Fund Dir Growth Aditya Birla Sun Life Special Opportunities Fund Dir Growth
Very High Risk --
  • NAV ₹23.12
  • Fund Size ₹732.37Cr
Fund Return 17.20%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Very High Risk --
  • NAV ₹18.79
  • Fund Size ₹373.40Cr
Fund Return 12.94%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Very High Risk --
  • NAV ₹18.52
  • Fund Size ₹108.85Cr
Fund Return 12.27%
Category Return --
Aditya Birla Sun Life Special Opportunities Fund Dir Growth Aditya Birla Sun Life Special Opportunities Fund Dir Growth
Very High Risk --
  • NAV ₹23.12
  • Fund Size ₹732.37Cr
Fund Return --
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Feb 2025
EQUITY (0.00%)
DEBT (88.49%)
CASH (11.51%)
Allocation by Market Cap

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.
  • Consistency
    i
    It represents the consistency of a fund in beating its benchmark.
    --
  • Downside Risk
    i
    Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    --
  • Risk Adjusted Return
    i
    Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    --
  • Volatility
    i
    Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    --
  • Upside Capture Ratio
    i
    Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    --
  • Downside Capture Ratio
    i
    Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
    --

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
  • Alpha: Excess return of the fund over benchmark
    i
    Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
    --
    This Fund
    VS
    --
    Category Avg
  • Beta: Risk of the fund in relation to benchmark
    i
    Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
    --
    This Fund
    VS
    --
    Category Avg
  • Sortino Ratio: Return per unit of bad risk
    i
    A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
    -1.47
    This Fund
    VS
    --
    Category Avg
  • R-Squared: How well the fund tracks benchmark
    i
    R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
    --
    This Fund
    VS
    --
    Category Avg
  • Sharpe Ratio: Risk adjusted return of the fund
    i
    Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
    -1.50
    This Fund
    VS
    --
    Category Avg
  • Standard Devation: Volatility of the fund
    i
    Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
    1.57
    This Fund
    VS
    --
    Category Avg
Benchmark used in calculation : --

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
ICICI Prudential Retirement Fund Pure Debt Plan Regular Growth ICICI Prudential Retirement Fund Pure Debt Plan Regular Growth
--
₹14.65
0.49%
--
Moderate Risk
₹107.25 Cr
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth
--
₹12.86
0.27%
--
Moderate Risk
₹16.58 Cr
Aditya Birla Sun Life Retirement Fund - The 50s Pln Regular Growth Aditya Birla Sun Life Retirement Fund - The 50s Pln Regular Growth
--
₹13.79
0.91%
--
Moderate Risk
₹25.53 Cr
SBI Retirement Benefit Fund - Conservative Plan Regular Growth SBI Retirement Benefit Fund - Conservative Plan Regular Growth
--
₹13.61
0.91%
--
Moderately High risk
₹174.71 Cr
HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan
--
₹20.57
0.96%
--
Moderately High risk
₹158.67 Cr
Nippon India Retirement Fund - Income Generation Scheme - Regular Growth Nippon India Retirement Fund - Income Generation Scheme - Regular Growth
₹19.32
0.97%
--
Moderately High risk
₹153.16 Cr
ICICI Prudential Retirement Fund Pure Debt Plan Regular Growth ICICI Prudential Retirement Fund Pure Debt Plan Regular Growth
MODERATE RISK --
  • NAV ₹14.65
  • Fund Size ₹107.25 Cr
Fund Return 0.49%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth
MODERATE RISK --
  • NAV ₹12.86
  • Fund Size ₹16.58 Cr
Fund Return 0.27%
Category Return --
Aditya Birla Sun Life Retirement Fund - The 50s Pln Regular Growth Aditya Birla Sun Life Retirement Fund - The 50s Pln Regular Growth
MODERATE RISK --
  • NAV ₹13.79
  • Fund Size ₹25.53 Cr
Fund Return -0.91%
Category Return --
SBI Retirement Benefit Fund - Conservative Plan Regular Growth SBI Retirement Benefit Fund - Conservative Plan Regular Growth
MODERATELY HIGH RISK --
  • NAV ₹13.61
  • Fund Size ₹174.71 Cr
Fund Return -0.91%
Category Return --
HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan
MODERATELY HIGH RISK --
  • NAV ₹20.57
  • Fund Size ₹158.67 Cr
Fund Return -0.96%
Category Return --
Nippon India Retirement Fund - Income Generation Scheme - Regular Growth Nippon India Retirement Fund - Income Generation Scheme - Regular Growth
MODERATELY HIGH RISK
  • NAV ₹19.32
  • Fund Size ₹153.16 Cr
Fund Return -0.97%
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan Direct Growth Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan Direct Growth
--
₹37.35
8.60%
--
Very High Risk
₹13.04 Cr
Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth
₹30.28
4.22%
--
Very High Risk
₹93.19 Cr
Aditya Birla Sun Life Credit Risk Fund Direct Plan Growth Aditya Birla Sun Life Credit Risk Fund Direct Plan Growth
₹23.50
3.87%
1.66%
Moderately High risk
₹923.70 Cr
Aditya Birla Sun Life International Equity Fund Plan A Direct Plan Growth Aditya Birla Sun Life International Equity Fund Plan A Direct Plan Growth
--
₹41.32
3.50%
--
Very High Risk
₹192.40 Cr
Aditya Birla Sun Life Medium Term Plan Direct Plan Growth Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
₹41.69
2.55%
0.57%
Moderate Risk
₹2,048.53 Cr
Aditya Birla Sun Life Silver ETF Fund of Fund Direct Growth Aditya Birla Sun Life Silver ETF Fund of Fund Direct Growth
--
₹15.46
1.75%
1.35%
Very High Risk
₹188.41 Cr
Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan Direct Growth Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan Direct Growth
VERY HIGH RISK --
  • NAV ₹37.35
  • Fund Size ₹13.04 Cr
Fund Return 8.60%
Category Return --
Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth
VERY HIGH RISK
  • NAV ₹30.28
  • Fund Size ₹93.19 Cr
Fund Return 4.22%
Category Return --
Aditya Birla Sun Life Credit Risk Fund Direct Plan Growth Aditya Birla Sun Life Credit Risk Fund Direct Plan Growth
MODERATELY HIGH RISK
  • NAV ₹23.50
  • Fund Size ₹923.70 Cr
Fund Return 3.87%
Category Return 1.66%
Aditya Birla Sun Life International Equity Fund Plan A Direct Plan Growth Aditya Birla Sun Life International Equity Fund Plan A Direct Plan Growth
VERY HIGH RISK --
  • NAV ₹41.32
  • Fund Size ₹192.40 Cr
Fund Return 3.50%
Category Return --
Aditya Birla Sun Life Medium Term Plan Direct Plan Growth Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
MODERATE RISK
  • NAV ₹41.69
  • Fund Size ₹2,048.53 Cr
Fund Return 2.55%
Category Return 0.57%
Aditya Birla Sun Life Silver ETF Fund of Fund Direct Growth Aditya Birla Sun Life Silver ETF Fund of Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹15.46
  • Fund Size ₹188.41 Cr
Fund Return 1.75%
Category Return 1.35%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life AMC Ltd manages assets worth ₹ 3,82,124.89 crores. It’s current offering of mutual fund schemes includes 38 equity, 85 debt and 16 hybrid schemes.
Phone
+91 22 43568000
Email
care.mutualfunds@adityabirlacapital.com
AUM
₹ 3,82,124.89 Cr (
As on Jan 2025
)
Address
One World Centre, Tower 1, 17th Floor ,Mumbai ,400 013

FAQ’S

What is the category of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth ?
The category of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth is Allocation - Retirement
What is the current NAV of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth ?
The current NAV of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth (as on Mar 7, 2025) is ₹ 12.86
How safe is Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth?
The risk level of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth is Moderate .
What are short term returns given by Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth?
The return given by Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth in 1 month is 0.27%, 3 months is 1.09%, 6 months is 2.54%, and 1 year is 5.82%.
What are the long term returns given by Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth?
The return given by Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth in 3 years is 4.43% and 5 years is 3.90%.
What is the expense ratio of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth?
The expense ratio of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth is 2.09 %
What is the AUM of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth
The assets under Management (AUM) of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth is Rs 16.58 crores.
What is the minimum investment in Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth?
The minimum Lumpsum investment in Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth is ₹1000 and the minimum SIP investment in Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth is ₹500
What is the asset allocation of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth?
The Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Regular Growth has an exposure of 88.49% in Debt and 11.51% in Cash & Money Market Securities

CALCULATORS

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