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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

+6.49%

5Y annualised

Solution OrientedDirect GrowthMedium Risk

+6.49%

5Y annualised

-0.28% 1D

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NAV : 23 Oct 2026

₹16.35

Min. SIP amount

₹500

Fund size (AUM)

26 Cr

Expense ratio

0.61%

Launched on

11 Mar 2019

Lock-in period

Benchmark

Nifty 50

Fund Plan

Direct

NAV : 23 Oct 2026

₹16.35

Min. SIP amount

₹500

Fund size (AUM)

26 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

₹3,23,784

Over the pastTotal investmentWould've becomeHistoric returnsReturns

3 months₹24,000₹24,301

+1.25%

6 months₹48,000₹49,059

+2.21%

1 year₹96,000₹99,982

+4.15%

3 years₹2,88,000₹3,23,784

+12.42%

Stock Allocation

Stock nameSectorAllocation

TrepsCash & Cash Equivalents And Net Assets29.34%

Government Of India (06/10/2035)Government Securities19.74%

Government Of India (06/02/2033)Government Securities8.51%

Fund Composition

₹26 Cr

Large Cap

15.01%

Mid Cap

3.10%

Small Cap

5.66%

Others

76.23%

Sector Allocation

₹26 Cr

Government Securities

37.67%

Cash & Cash Equivalents And Net Assets

30.96%

Corporate Debt

7.60%

Bank

7.19%

Healthcare

4.15%

Finance

2.07%

Capital Goods

1.99%

Automobile & Ancillaries

1.94%

Others

5.48%

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

+3.47%+14.72%+10.48%

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

+2.76%+6.21%+5.70%

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

+2.41%+5.64%+4.88%

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

+1.40%+8.89%+8.00%

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

+0.89%+7.48%+6.49%

SBI Retirement Benefit Fund-Conservative Plan(G)-Direct Plan

-0.10%+6.20%+6.47%

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

-0.26%+6.89%+5.90%

HDFC Retirement Fund-Hybrid-Debt Plan(G)-Direct Plan

-1.68%+6.40%+6.60%

Fund name

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

+14.72%

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

+6.21%

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

+5.64%

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

+8.89%

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

+7.48%

SBI Retirement Benefit Fund-Conservative Plan(G)-Direct Plan

+6.20%

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

+6.89%

HDFC Retirement Fund-Hybrid-Debt Plan(G)-Direct Plan

+6.40%

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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 ₹16.35 (as of 23 Oct 2026).

Aditya Birla SL Retirement Fund-50(G)-Direct Plan has delivered 0.89% in 1 year, 7.48% in 3 years, and 6.49% 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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