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Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Plan Direct Growth
ELSS • 5Y Lock-in
Debt
Short Duration
Moderate Risk
+6.66%
3Y annualised
+0.05% 1D
NAV: 27 Feb '26
₹14.69
Min. for SIP
₹500
Fund size
₹16.42 Cr
Expense ratio
0.84%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,361 | +1.20% | |
| 1 year | ₹60,000 | ₹61,843 | +3.07% | |
| 3 years | ₹1,80,000 | ₹1,98,258 | +10.14% | |
| 5 years | ₹3,00,000 | ₹3,45,032 | +15.01% |
Holdings (8)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 45.42% |
| GOI | Sovereign | GOI Sec | 18.10% |
| GOI | Sovereign | GOI Sec | 9.03% |
| HDFC Bank Ltd. | Financial | Debenture | 6.29% |
| GOI | Sovereign | GOI Sec | 6.23% |
| Rajasthan State | Others | SDL | 4.88% |
| Maharashtra State | Others | SDL | 1.54% |
| Haryana State | Others | SDL | 1.22% |
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +5.8% | +6.7% | +5.5% | +5.7% |
| Category average (Debt Short Duration) | +7.4% | +7.1% | +5.9% | -- |
| Rank (Debt Short Duration) | 26 | 25 | 22 | -- |
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) | |
|---|---|---|---|---|
Nippon India Short Duration Fund Direct Growth | +8.24% | +8.30% | 8,683.99 | |
Axis Short Duration Fund Direct Growth | +8.27% | +8.24% | 11,708.64 | |
Aditya Birla Sun Life Short Term Direct Fund Direct Growth | +7.99% | +8.19% | 9,747.73 | |
HDFC Short Term Debt Fund Direct Plan Growth | +7.84% | +8.08% | 17,416.20 | |
SBI Short Term Debt Fund Direct Growth | +7.84% | +7.95% | 17,219.19 | |
| Compare | ||||
Fund management
HSHarshil SuvarnkarMar 2021 - PresentView details
HS
Harshil Suvarnkar
Mar 2021 - Present
View details
About Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Plan Direct Growth
Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Plan Direct Growth is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Harshil Suvarnkar is the Current Fund Manager of Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Plan Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,39,074 Cr and the Latest NAV as of 27 Feb 2026 is ₹14.69.
The Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Plan Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000.
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Investment Objective
The Scheme seeks to invests in various debt securities and money market instruments issued by corporates and/or state and central government.
Fund benchmarkCRISIL Short-Term Bond 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,