AD
Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct Growth
Latest NAV
+3.40% 1Y
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Benchmark: CRISIL Short Term Debt Hybrid 75+25 Index
Expense ratio
0.63%
AUM
₹27 Cr
Min SIP
₹500
Min lump sum
₹1,000
1Y
+3.40%
3Y (ann.)
+7.62%
5Y (ann.)
+6.79%
Launched
Mar 2019
Where the NAV sits & how risky it is
₹16.56
52-week range
at 64%
₹16.56
Low 30 Mar 2026₹15.88
High 17 Aug 2026₹16.94
Risk level
Moderately High
Low
Very high
NAV history
12 Mar 2019
Since inception
05 Oct 2026
Returns by period
1W
-0.82%
1M
-1.98%
3M
-0.86%
6M
+4.18%
1Y
+3.40%
3Y
+7.62%
5Y
+6.79%
3Y and 5Y returns are annualised.
Return calculator
You invest
—
Est. gain
—
Est. value
—
Invested Gain
Invested
Projected value
min SIP ₹500
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
AS OF 15 JUN 2026
Equity 24.10%
Cash & other 75.90%
Sector split
Country split
Top 5 hold 7.3%
Top 10 hold 12.4%
39 equity holdings
Equity holdings
(top 30)
| # | Holding | Sector | Country | Weight | YTD |
|---|---|---|---|---|---|
| 1 | HDFC Bank
INE040A01034 |
Financial Services Banks - Regional |
India |
1.73%
|
-18.66% |
| 2 | ICICI Bank
INE090A01021 |
Financial Services Banks - Regional |
India |
1.73%
|
-0.34% |
| 3 | TD Power Systems
INE419M01027 |
Industrials Specialty Industrial Machinery |
India |
1.34%
|
+92.92% |
| 4 | Hindalco Industries
INE038A01020 |
Basic Materials Aluminum |
India |
1.32%
|
+10.14% |
| 5 | Fortis Healthcare
INE061F01013 |
Healthcare Medical Care Facilities |
India |
1.19%
|
+10.41% |
| 6 | Metropolis Healthcare
INE112L01020 |
Healthcare Diagnostics & Research |
India |
1.17%
|
+12.75% |
| 7 | State Bank of India
INE062A01020 |
Financial Services Banks - Regional |
India |
1.07%
|
+7.10% |
| 8 | Bharti Airtel
INE397D01024 |
Communication Services Telecom Services |
India |
1.03%
|
-10.84% |
| 9 | Max Financial Services
INE180A01020 |
Financial Services Insurance - Life |
India |
0.90%
|
-0.61% |
| 10 | Federal Bank
INE171A01029 |
Financial Services Banks - Regional |
India |
0.88%
|
+19.77% |
About this scheme
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.
Fund manager(s): Mohit Sharma, Harshil Suvarnkar
Exit load: No charges for withdrawal
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
12 Mar 2019
Lump-sum min
₹1,000
SIP
Purchase
Switch
STP
SWP
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