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Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Plan Direct Growth
+5.85%
3Y annualised
+0.01% 1D
NAV: 09 Oct '26
₹14.91
Min. for SIP
₹500
Fund size (AUM)
₹13.55 Cr
Expense ratio
0.92%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,091 | +0.30% | |
| 1 year | ₹60,000 | ₹60,774 | +1.29% | |
| 3 years | ₹1,80,000 | ₹1,92,594 | +7.00% | |
| 5 years | ₹3,00,000 | ₹3,41,307 | +13.77% |
Holdings (8)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Repo | Unspecified | Repo | 45.15% |
| 6.57 GOVT. STOCK 2033 05.12.2033 | Entities | GOI Securities | 21.46% |
| GOVERNMENT OF INDIA 34238 GOI 22AP64 7.34 FV RS 100 | Entities | GOI Securities | 8.77% |
| GOVERNMENT OF INDIA 34293 GS 06MAY2030 C STRIPS FV RS 100 | Entities | GOI Securities | 7.78% |
| HDFC BANK LIMITED SR V004 8.55 NCD 27MR29 FVRS10LAC | Financial | Debenture | 7.46% |
| STATE DEVELOPMENT LOAN 36359 RAJ 28AG35 7.49 FV RS 100 | Unspecified | State Development Loan | 5.76% |
| Maharashtra State SDL 7.25 28/12/2026 | Unspecified | State Development Loan | 1.85% |
| Net Receivables | Unspecified | Net Receivables | 1.76% |
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 | +3.1% | +5.8% | +5.0% | +5.4% |
| Category average (Debt Short Duration) | +4.8% | +7.3% | +6.5% | +7.5% |
| Rank (Debt Short Duration) | 26 | 25 | 23 | -- |
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
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 ₹4,43,789 Cr and the Latest NAV as of 09 Oct 2026 is ₹14.91.
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₹4,43,788.75 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
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Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,