Aditya Birla Sun Life Retirement Fund - The 50s Plan
Aditya Birla Sun Life Retirement Fund - The 50s Plan
Conservative HybridRank #8
2/5
NAV (2026-07-14)
₹15.11
AUM
₹27.11 Cr
Exp. Ratio: 1.96%
RISK LEVEL
Moderately High
Returns & Performance
1 Year4.03%1.32% vs cat avgRank #8
3 Year7.37%0.26% vs cat avgRank #16
5 Year5.88%1.39% vs cat avgRank #24
Since Launch5.77%--
Fund vs Category Average
1Y
4.03%+1.32%
3Y
7.37%-0.26%
5Y
5.88%-1.39%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔Decent 1Y category rank (#8)
✔Overall top-10 rank in category (#8)
Cons
✖3Y returns below category average
✖5Y returns below category average
✖Higher expense ratio (1.96%)
ISININF209KB1J14
NAV₹15.11
NAV Date2026-07-14
AUM₹27.11 Cr
Expense Ratio1.96%
RiskModerately High
Rating2 / 5
Lock-in Period5 days
Min SIP Amount₹1000
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-12-23
INVESTMENT OBJECTIVE
The Scheme seeks to invests predominantly in debt and money market instruments with marginal allocation to equity and equity related instruments.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.
Mohit Sharma
Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
Prior to joining Aditya Birla Sun Life 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).
