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Aditya Birla Sun Life Retirement Fund The 50s Plan Growth
ELSS • 5Y Lock-in
Hybrid
Conservative Hybrid
Moderately High Risk
+8.64%
3Y annualised
-0.22% 1D
NAV: 20 Feb '26
₹14.95
Min. for SIP
Not Supported
Fund size
₹26.34 Cr
Expense ratio
1.93%
Holdings (47)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 19.49% |
| GOI | Sovereign | GOI Sec | 19.05% |
| GOI | Sovereign | GOI Sec | 8.80% |
| HDFC Bank Ltd. | Financial | Debenture | 7.84% |
| GOI | Sovereign | GOI Sec | 3.76% |
| Rajasthan State | Others | SDL | 3.04% |
| GOI | Sovereign | GOI Sec | 2.93% |
| HDFC Bank Ltd. | Financial | Equity | 2.12% |
| ICICI Bank Ltd. | Financial | Equity | 1.80% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.28% |
| State Bank of India | Financial | Equity | 1.16% |
| Bharti Airtel Ltd. | Communication | Equity | 1.12% |
| Metropolis Healthcare Ltd. | Healthcare | Equity | 1.07% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.05% |
| Max Financial Services Ltd. | Financial | Equity | 0.91% |
| Ultratech Cement Ltd. | Construction | Equity | 0.91% |
| Axis Bank Ltd. | Financial | Equity | 0.88% |
| Bajaj Finance Ltd. | Financial | Equity | 0.88% |
| TD Power Systems Ltd. | Capital Goods | Equity | 0.83% |
| The Federal Bank Ltd. | Financial | Equity | 0.82% |
| SJS Enterprises Ltd. | Automobile | Equity | 0.63% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.62% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.61% |
| Infosys Ltd. | Technology | Equity | 0.57% |
| Larsen & Toubro Ltd. | Construction | Equity | 0.55% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 0.55% |
| Tech Mahindra Ltd. | Technology | Equity | 0.53% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.49% |
| Bank Of Baroda | Financial | Equity | 0.44% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.42% |
| Bank of Maharashtra | Financial | Equity | 0.42% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.36% |
| Vinati Organics Ltd. | Chemicals | Equity | 0.35% |
| Avenue Supermarts Ltd. | Services | Equity | 0.34% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.31% |
| SBFC Finance Ltd. | Financial | Equity | 0.31% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.30% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.30% |
| Eternal Ltd. | Services | Equity | 0.26% |
| Mrs. Bectors Food Specialities Ltd. | Consumer Staples | Equity | 0.23% |
| NTPC Ltd. | Energy | Equity | 0.22% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 0.20% |
| Cipla Ltd. | Healthcare | Equity | 0.16% |
| H.G. Infra Engineering Ltd. | Construction | Equity | 0.16% |
| Praj Industries Ltd. | Capital Goods | Equity | 0.15% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.10% |
| V-Guard Industries Ltd. | Consumer Discretionary | Equity | 0.07% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +8.2% | +8.6% | +5.9% | +6.0% |
| Category average (Hybrid Conservative Hybrid) | +5.5% | +9.1% | +8.0% | -- |
| Rank (Hybrid Conservative Hybrid) | 8 | 17 | 25 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Parag Parikh Conservative Hybrid Fund Growth | +8.71% | +11.55% | 3,246.32 | |
SBI Conservative Hybrid Fund Growth | +8.71% | +9.99% | 9,760.91 | |
Aditya Birla Sun Life Savings Fund Growth | +8.93% | +9.36% | 1,533.28 | |
Nippon India Conservative Hybrid Fund Growth | +9.89% | +9.29% | 936.15 | |
ICICI Prudential Child Care Plan Study | +5.12% | +8.75% | 130.58 | |
| Compare | ||||
Fund management
MSMohit SharmaOct 2024 - PresentView details
MS
Mohit Sharma
Oct 2024 - Present
View details
HSHarshil SuvarnkarMar 2021 - PresentView details
HS
Harshil Suvarnkar
Mar 2021 - Present
View details
About Aditya Birla Sun Life Retirement Fund The 50s Plan Growth
Aditya Birla Sun Life Retirement Fund The 50s Plan Growth 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. Mohit Sharma is the Current Fund Manager of Aditya Birla Sun Life Retirement Fund The 50s Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,39,074 Cr and the Latest NAV as of 20 Feb 2026 is ₹14.95.
The Aditya Birla Sun Life Retirement Fund The 50s Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹1,000.
;
Investment Objective
The 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
Fund house
Rank (total assets)#4 in India
Total AUM₹4,39,074.17 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,