Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan
Short DurationRank #26
1/5
NAV (2026-07-14)
₹13.59
AUM
₹14.17 Cr
Exp. Ratio: 2.05%
RISK LEVEL
Moderate
Returns & Performance
1 Year2.81%1.97% vs cat avgRank #26
3 Year4.90%1.88% vs cat avgRank #25
5 Year4.07%2.02% vs cat avgRank #22
Since Launch4.27%--
Fund vs Category Average
1Y
2.81%-1.97%
3Y
4.90%-1.88%
5Y
4.07%-2.02%
Pros & Cons
Pros
No notable pros identified
Cons
✖1Y returns trail category average
✖3Y returns below category average
✖5Y returns below category average
✖Higher expense ratio (2.05%)
✖1Y category rank outside top 15 (#26)
✖Overall rank #26 in category
ISININF209KB1J71
NAV₹13.59
NAV Date2026-07-14
AUM₹14.17 Cr
Expense Ratio2.05%
RiskModerate
Rating1 / 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 in various debt securities and money market instruments issued by corporates and/or state and central government.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.
Dhaval Joshi
Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
