Aditya Birla SL Retirement-The 50s Plan-Dir (G) logo

Aditya Birla SL Retirement The 50s Plan Direct Growth

Solution Oriented

|

Retirement Fund

NAV ₹16.28 as on 17 Nov 2025

RiskModerately High

Fund Size₹26.72Cr

NAV₹16.28 as on 17 Nov 2025
RiskModerately High
Fund Size₹26.72Cr

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Investment Details
Top Rated Funds

Lock-in

5 Years

Min One Time Amount

₹1,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹1,000

Exit Load

Nil

Basic Details

Age

6 years 8 months (Since Mar 11, 2019)

Return since Launch

7.55%

Expense ratio

0.61%

Type

OPEN

AUM (Fund Size)

₹26.72

Risk Grade

Moderately High

Benchmark

CRISIL Short Term Debt Hybrid 75+25 Index

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Mohit Sharma

Experience:

He has around 11 years of experience of which 7 years is in financial markets. He joined Birla Sun AMC in October 2015. Prior to joining Birla AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).

Asset Allocation

GSEC2033 31.90%

GSEC2026 18.84%

C C I 7.86%

HDFC Bank 7.84%

GSEC2035 3.05%

GSEC2030 2.91%

Net CA & Others 2.07%

See All
Scheme Holding Summary

Govt. Securities

Debt Others

Clearing Corporation of India Ltd

7.86%

Banks

Finance

Healthcare

Telecom-Service

Non Ferrous Metals

Capital Goods - Electrical Equipment

Miscellaneous

Cement

Pharmaceuticals

Cipla Ltd

0.18%

Auto Ancillaries

Automobile

IT - Software

Infrastructure Developers & Operators

Consumer Durables

FMCG

Chemicals

Retail

E-Commerce/App based Aggregator

Insurance

Power Generation & Distribution

NTPC Ltd

0.20%

Capital Goods-Non Electrical Equipment

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Moderately High Risk

Fund house & investment objective
Rank (total assets)#6 in India
Total AUM₹4,28,065.94Cr
Date of Incorporation05 Sep 1994
Aditya Birla SL Retirement The 50s Plan Direct Growth is a Solution Oriented Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 11 Mar 2019. The fund currently has an Asset Under Management(AUM) of ₹4,28,065.94 Cr and the Latest NAV as of 17 Nov 2025 is ₹16.28.
The Aditya Birla SL Retirement The 50s Plan Direct Growth is rated Moderately High. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹1,000. Exit load of Nil.
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Returns and Rankings

Category: Solution Oriented Retirement Fund

1Y3Y5YAll
Fund returns8.46%3.17%1.39%1.22%
Category average7.78%4.25%2.47%-
Rank within category81715-

FAQ’s

What kind of returns does Aditya Birla SL Retirement The 50s Plan Direct Growth provide?

Aditya Birla SL Retirement The 50s Plan Direct Growth has given a return of 9.82% in the past 3 years.

What is the expense ratio charged by Aditya Birla SL Retirement The 50s Plan Direct Growth?

The Expense Ratio charged by Aditya Birla SL Retirement The 50s Plan Direct Growth is 0.61%.

What is the AUM size of Aditya Birla SL Retirement The 50s Plan Direct Growth?

The AUM size of Aditya Birla SL Retirement The 50s Plan Direct Growth is ₹26.72Cr.

What is the minimum SIP amount that you can invest in Aditya Birla SL Retirement The 50s Plan Direct Growth?

₹500 is the minimum SIP amount that you can invest in Aditya Birla SL Retirement The 50s Plan Direct Growth .

What are the top stock holdings of Aditya Birla SL Retirement The 50s Plan Direct Growth?

The top stock holdings of Aditya Birla SL Retirement The 50s Plan Direct Growth include

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start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.