How to Invest in Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend?

You can easily invest in Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend provide?

The Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend has been there from 11 Mar 2019 and the average annual returns provided by this fund is 7.52% since its inception.

How much expense ratio is charged by Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend?

The term Expense Ratio used for Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend is 1.93% as of 26 Sep 2025...

How to Redeem Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend?

If you want to sell your Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

What is the PE and PB ratio of Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend?

The PE ratio ratio of Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend - NAV, Mutual Fund Performance & Portfolio

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Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend
Hybrid
Conservative Hybrid
Moderately High Risk
Payout
5Y Lock In
1M
6M
1Y
All
 NAV: 10 Nov 2020
₹11.22
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹26.38Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Conservative Hybrid
Absolute returns
3M6M1YAll
Fund returnsNANANANA
Category averageNANA3.6%NA
Rank with in categoryNANA12NA
Understand terms
Peer ComparisonHybrid, Conservative Hybrid fundsRating1Y3YFund Size(Cr)
ICICI Prudential Savings Fund Bonus
5
6.2%10.3%1,581.24
Kotak Debt Hybrid Fund IDCW Quarterly
5
1.9%10.1%1,050.02
SBI Conservative Hybrid Fund IDCW Monthly
5
4.0%9.9%9,786.61
SBI Conservative Hybrid Fund IDCW Quarterly
5
4.0%9.9%9,786.61
SBI Conservative Hybrid Fund IDCW Yearly
5
4.0%9.9%9,786.61
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 1.93%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Fund managementMohit Sharma
Oct 2024 - Present
View details
Education
Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
Experience
Prior to joining Aditya Birla Sun Life AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
Also manages these schemes
Aditya Birla Sun Life Savings Fund Growth
Aditya Birla Sun Life Short Term Fund Growth
Aditya Birla Sun Life Money Manager Fund Ret Growth
Aditya Birla Sun Life Money Manager Fund Growth
Aditya Birla Sun Life Dynamic Bond Fund Growth
Aditya Birla Sun Life Low Duration Fund Growth
Aditya Birla Sun Life Interval Income Fund Quarterly Series I Growth
Aditya Birla Sun Life Medium Term Plan Growth
Aditya Birla Sun Life Arbitrage Fund Growth
Aditya Birla Sun Life Capital Protection Oriented Fund Series 22 Growth
Aditya Birla Sun Life Credit Risk Fund Growth
Aditya Birla Sun Life Capital Protection Oriented Fund Series 29 Growth
Aditya Birla Sun Life Capital Protection Oriented Fund Series 30 Growth
Aditya Birla Sun Life Dual Advantage Fund Series 1 Growth
Aditya Birla Sun Life Fixed Term Plan Series OW (1245 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series PC (1169 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series PN (1135 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series PT (1100 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series PU (1463 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series PV (1462 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series QC (1116 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series QH (1101 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series QM (1100 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series QP (1100 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series QU (1100 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series QV (1100 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series QW (1099 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series QQ (1100 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series QY (1100 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series RA (1100 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series RC (1295 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series RE (1100 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series QR (1126 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series RI (1100 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series RN (1240 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series RQ (1103 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series RP (1239 Days) Growth
Aditya Birla Sun Life Fixed Term Plan Series RU (1225 Days) Growth
Aditya Birla Sun Life Retirement Fund The 50s Plan Growth
Aditya Birla Sun Life Fixed Term Plan Series SO (1099 Days) Growth
Aditya Birla Sun Life Credit Risk Fund Segregated Portfolio 1 Growth
Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 Growth
Aditya Birla Sun Life Medium Term Plan Segregated Portfolio 1 Growth
Aditya Birla Sun Life Fixed Term Plan Series TI (1837 Days) Growth
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund Growth
Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU Apr 2027 Index Fund Growth
Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU Apr 2025 Index Fund Growth
Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Growth
Aditya Birla Sun Life CRISIL IBX AAA Mar 2024 Index Fund Growth
Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund Growth
Aditya Birla Sun Life CRISIL IBX AAA NBFC HFC Index Dec 2025 Fund Growth
Fund house & investment objective
Aditya Birla Sun Life Mutual Fund
Rank (total assets)#4 in India
Total AUM₹4,11,969.97Cr
Date of Incorporation23 Dec 1994
    Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund.     This scheme was made available to investors on 23 Dec 1994.     Ajay Garg is the Current Fund Manager of Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend fund.     The fund currently has an Asset Under Management(AUM) of ₹4,11,970 Cr and     the Latest NAV as of 10 Nov 2020 is ₹11.22.  

    The Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend is rated Moderately High risk.     Minimum SIP Investment is set to ₹1,000.          
  ;
Investment ObjectiveThe Scheme seeks to invests predominantly in debt and money market instruments with marginal allocation to equity and equity related instruments. 
 
;
Fund benchmarkCRISIL Short Term Debt Hybrid 75+25 Index
Scheme Information Document(SID)
Fund house contact details
Address
One World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Phone
NA
Launch Date
23 Dec 1994
E-mail
NA
Website
mutualfund.adityabirlacapital.com
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend
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Add mutual fund to compare

Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

	3M	6M	1Y	All
Fund returns	NA	NA	NA	NA
Category average	NA	NA	3.6%	NA
Rank with in category	NA	NA	12	NA

Hybrid, Conservative Hybrid funds	Rating	1Y	3Y	Fund Size(Cr)
ICICI Prudential Savings Fund Bonus	5	6.2%	10.3%	1,581.24
Kotak Debt Hybrid Fund IDCW Quarterly	5	1.9%	10.1%	1,050.02
SBI Conservative Hybrid Fund IDCW Monthly	5	4.0%	9.9%	9,786.61
SBI Conservative Hybrid Fund IDCW Quarterly	5	4.0%	9.9%	9,786.61
SBI Conservative Hybrid Fund IDCW Yearly	5	4.0%	9.9%	9,786.61

Aditya Birla Sun Life Retirement Fund The 50s Plan Dividend

Return calculator

Minimum investment amounts

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Peer Comparison

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Expense ratio, exit load and tax

Expense ratio: 1.93%

Exit load

Stamp duty

Tax implication

Fund management

Mohit SharmaOct 2024 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Mohit Sharma
Oct 2024 - Present
View details