
A
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Direct - Growth
5 Year Absolute Returns
NAV (₹) on 06 Mar 2026
14.6818
1 Day NAV Change (₹)
-0.00921
Value Research
About Fund
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 34.63 L
5.54%
Total Investment
₹ 30,00,000
Returns
₹ 4,63,487 (15.45%)
Maturity Value
₹ 34,63,487
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Returns Comparison
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*The above returns are absolute.
Returns Vs Nifty 50
Historical Returns
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Start SIP with as Low as ₹100.
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Asset Allocation
AUM
₹16.20 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ 14.6910
Min. SIP Amount
₹ 500.00
Min. Lumpsum Amount
₹ 1,000.00
AUM (in Cr.)
₹ 16.20
Expense Ratio
0.84%
Lock-in Period
5.0 Years
52W Low NAV
₹ 13.9173
Inception Date
12 Mar 2019
Fund Age
6 Yrs
Benchmark
CRISIL Short Term Bond Index
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Nil
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
Name
Harshil Suvarnkar
Qualification
Master's in management studies (Finance), Post Graduate Diploma in Securities Law & B. Com.
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.
Risk-O-Meter
Investors understand that their principal will be at
Moderate Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Aditya Birla Sun Life Mutual Fund
Funds Managed
84
Assets Managed (₹ Cr)
₹ 4,33,856.67
Contact Details
Registered Address
One World Centre,Tower 1,17th Flr,Jupiter Mills,senapati BapatMarg,Elphinstone Road, Mumbai 400013
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View AllFAQs
When was Aditya Birla Sun Life Retirement Fund The 50s Plus - Debt launched?
What is the current NAV of Aditya Birla Sun Life Retirement Fund The 50s Plus - Debt?
What is the AUM of Aditya Birla Sun Life Retirement Fund The 50s Plus - Debt?
What is the rate of return of Aditya Birla Sun Life Retirement Fund The 50s Plus - Debt?
- In the past 1Y: 5.56%
- In the past 3Y: 6.60%
- In the past 5Y: 5.54%
What is the expense ratio of Aditya Birla Sun Life Retirement Fund The 50s Plus - Debt?
What is exit load of Aditya Birla Sun Life Retirement Fund The 50s Plus - Debt?
What is the portfolio of Aditya Birla Sun Life Retirement Fund The 50s Plus - Debt?
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Top 3 sectoral holdings include:
How risky is investing in Aditya Birla Sun Life Retirement Fund The 50s Plus - Debt?
Who is the fund manager Aditya Birla Sun Life Retirement Fund The 50s Plus - Debt?
What is the minimum investment required in Aditya Birla Sun Life Retirement Fund The 50s Plus - Debt?
How to invest in Aditya Birla Sun Life Retirement Fund The 50s Plus - Debt directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



