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Aditya Birla SL Retirement Fund-50(G)-Direct Plan

Aditya Birla SL Retirement Fund-50(G)-Direct Plan

Solution Oriented•Direct Growth•Medium Risk

+6.96%

5Y annualised

Solution OrientedDirect GrowthMedium Risk

+6.96%

5Y annualised

-0.69% 1D

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NAV : 15 Sep 2026

₹16.69

Min. SIP amount

₹500

Fund size (AUM)

27 Cr

Expense ratio

0.61%

Launched on

11 Mar 2019

Lock-in period

Benchmark

Nifty 50

Fund Plan

Direct

NAV : 15 Sep 2026

₹16.69

Min. SIP amount

₹500

Fund size (AUM)

27 Cr

Expense ratio

0.61%

Launched on

11 Mar 2019

Lock-in period

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

₹8,000

3M6M1Y3Y

Total investment

₹2,88,000

Would've become

₹3,25,879

Over the pastTotal investmentWould've becomeHistoric returnsReturns

3 months₹24,000₹24,317

+1.32%

6 months₹48,000₹49,117

+2.33%

1 year₹96,000₹1,00,204

+4.38%

3 years₹2,88,000₹3,25,879

+13.15%

Stock Allocation

Stock nameSectorAllocation

TrepsCash & Cash Equivalents And Net Assets28.34%

Government Of India (06/10/2035)Government Securities19.58%

Government Of India (06/02/2033)Government Securities8.48%

Fund Composition

₹27 Cr

Large Cap

15.60%

Mid Cap

3.43%

Small Cap

5.79%

Others

75.19%

Sector Allocation

₹27 Cr

Government Securities

37.40%

Cash & Cash Equivalents And Net Assets

30.33%

Bank

7.47%

Corporate Debt

7.45%

Healthcare

4.45%

Finance

2.28%

Automobile & Ancillaries

2.03%

Capital Goods

1.95%

Others

5.69%

Minimum investments

Min. for SIP₹500

Min. for Lumpsum--

Min. for SIP₹500

Min. for Lumpsum--

Returns vs rankings

Absolute returns

Name1Y3Y5Y

Fund returns------

Rank (Income)

Exit load, stamp duty and tax

Exit load

No exit load

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

Harshil Suvarnkar

Present

Mohit Sharma

Present

Similar/Peer Fund Comparison

Name1Y3Y5Y

Aditya Birla SL Retirement Fund-30(G)-Direct Plan

+11.24%+14.92%+11.80%

Tata Retirement Sav Fund - Prog Plan(G)-Direct Plan

+7.73%+12.85%+11.00%

Tata Retirement Sav Fund - Mod Plan(G)-Direct Plan

+7.39%+12.13%+10.87%

ICICI Pru Retirement Fund-Hybrid Aggressive Plan(G)-Direct Plan

+5.77%+16.40%+14.68%

SBI Retirement Benefit Fund-Aggressive Hybrid Plan(G)-Direct Plan

+5.21%+9.02%+11.33%

ICICI Pru Retirement Fund-Hybrid Cons Plan(G)-Direct Plan

+5.21%+9.50%+8.61%

ICICI Pru Retirement Fund-Pure Equity Plan(G)-Direct Plan

+5.18%+18.43%+18.72%

Tata Retirement Sav Fund - Cons Plan(G)-Direct Plan

+5.01%+7.84%+6.85%

Fund name

Aditya Birla SL Retirement Fund-30(G)-Direct Plan

+14.92%

Tata Retirement Sav Fund - Prog Plan(G)-Direct Plan

+12.85%

Tata Retirement Sav Fund - Mod Plan(G)-Direct Plan

+12.13%

ICICI Pru Retirement Fund-Hybrid Aggressive Plan(G)-Direct Plan

+16.40%

SBI Retirement Benefit Fund-Aggressive Hybrid Plan(G)-Direct Plan

+9.02%

ICICI Pru Retirement Fund-Hybrid Cons Plan(G)-Direct Plan

+9.50%

ICICI Pru Retirement Fund-Pure Equity Plan(G)-Direct Plan

+18.43%

Tata Retirement Sav Fund - Cons Plan(G)-Direct Plan

+7.84%

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FAQs

Aditya Birla SL Retirement Fund-50(G)-Direct Plan is a part of Aditya Birla Sun Life AMC Limited, it was incepted on 11 Mar 2019. This fund is managed by Harshil Suvarnkar and Mohit Sharma. It is a Solution Oriented type of fund.

The current NAV of Aditya Birla SL Retirement Fund-50(G)-Direct Plan is ₹16.69 (as of 15 Sep 2026).

Aditya Birla SL Retirement Fund-50(G)-Direct Plan has delivered 4.30% in 1 year, 7.89% in 3 years, and 6.96% in 5 years (annualised).

The minimum SIP amount for Aditya Birla SL Retirement Fund-50(G)-Direct Plan is ₹500.

The expense ratio of Aditya Birla SL Retirement Fund-50(G)-Direct Plan is 0.61%.

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Aditya Birla SL Retirement Fund-50(G)-Direct Plan

SIP Calculator + Returns

Stock Allocation

Fund Composition

Sector Allocation

Minimum investments

Returns vs rankings

Exit load, stamp duty and tax

Fund management

Similar/Peer Fund Comparison

About this fund

FAQs

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