Aditya Birla SL Retirement - The 50s Plan Reg-G

Fund Category: Retirement

Fund Category Retirement

Moderately High Other G

0 Morning Star

2 Value Research

NAV( 29 Apr 2025)

₹ 14.27

1.7%

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Aditya Birla SL Retirement - The 50s Plan Reg-G

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Performance

7.92%3y Returns

0.05% 1D Returns

Investment details

Min SIP amount

₹ 500
Min Lumpsum

₹ 1000
Lock In

1825
Expense ratio

1.93%
Exit load

NIL

L After 365 days

Fund details

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Fund size

₹ 26 Cr
Plan

REGULAR
Launch date

19 Feb 2019
Fund type

OPEN
Fund benchmark

CRISIL Short Term Debt Hybrid 75+25 Index
ISIN

INF209KB1J14

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
HDFC Bank Ltd SR V004 Debenture 8.55 27/03/2029	8.08%
Reverse Repo	3.0%
Net Receivables	1.76%
GOI Sec 6.57 05/12/2033	3.88%
Tamilnadu State SDL 8.21 24/06/2025	5.86%
GOI Sec 7.27 08/04/2026	19.65%
GOI Sec 7.26 06/02/2033	9.12%
GOI Sec 7.17 17/04/2030	3.01%
GOI Sec 7.18 14/08/2033	20.19%
Abbott India Ltd	0.25%
Axis Bank Ltd	0.73%
Bajaj Finance Ltd	2.24%
Bajaj Auto Ltd	0.52%
Bank Of Baroda	0.35%
Bank of Maharashtra	0.3%
Bharti Airtel Ltd	1.01%
Cholamandalam Investment & Finance Company Ltd	0.1%
Cipla Ltd	0.18%
Container Corporation Of India Ltd	0.14%
Fortis Healthcare Ltd	0.89%
Godrej Consumer Products Ltd	0.5%
HDFC Bank Ltd	2.34%
Hindalco Industries Ltd	0.93%
ICICI Bank Ltd	2.56%
Infosys Ltd	1.41%
Birlasoft Ltd	0.17%
Kotak Mahindra Bank Ltd	0.34%
Larsen & Toubro Ltd	0.5%
Max Financial Services Ltd	0.66%
NTPC Ltd	0.22%
Praj Industries Ltd	0.29%
State Bank of India	0.85%
Sun Pharmaceutical Industries Ltd	0.79%
Tata Consultancy Services Ltd	0.98%
Torrent Pharmaceuticals Ltd	0.46%
Ultratech Cement Ltd	0.84%
V-Guard Industries Ltd	0.07%
Vinati Organics Ltd	0.37%
Whirlpool Of India Ltd	0.26%
TD Power Systems Ltd	0.48%
Avenue Supermarts Ltd	0.38%
BSE Ltd	0.21%
Dixon Technologies (India) Ltd	0.47%
HG Infra Engineering Ltd	0.26%
Metropolis Healthcare Ltd	0.91%
Mrs. Bectors Food Specialities Ltd	0.3%
Sona BLW Precision Forgings Ltd	0.29%
Eternal Ltd	0.2%
S.J.S Enterprises Ltd	0.35%
SBFC Finance Ltd	0.32%

Sectors

Company	Allocation %
Others	10.62%
Automobile	1.16%
Construction	0.76%
Consumer Staples	0.80%
Materials	0.84%
Financial	18.87%
Capital Goods	1.24%
Consumer Discretionary	0.33%
Chemicals	0.37%
Services	0.93%
Sovereign	55.85%
Energy	0.22%
Technology	2.56%
Metals & Mining	0.93%
Healthcare	3.48%
Communication	1.01%

Risk Associated

Moderately High

Investors be aware that principal under this fund will be at Moderately High risk
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Aditya Birla Sun Life Mutual Fund >

Contact Information

Address:

Email:
Website

http://mutualfund.adityabirlacapital.com
Phone:

Funds Offered

107
AUM

₹ 3,65,876 Cr
Website

http://mutualfund.adityabirlacapital.com

About

Aditya Birla Sun Life Mutual Fund (ABSLMF) is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together the Aditya Birla Group's experience in the Indian market and Sun Life's global experience. Having total domestic assets under management of above to Rs.2.9 lakhs crore, ABSLMF is one of the leading Fund Houses in India based on domestic average AUM as published by the Association of Mutual Funds of India. ABSLMF has an impressive mix of reach, a wide range of product offerings across equity, debt, balanced as well as structured asset classes, sound investment performance and over 7 million investor folios.

Fund Manager

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Dhaval Shah

Funds Offered

13
AUM

₹ 34,716 Cr
Highest Return

18.45%

About

Dhaval Shah Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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Frequently Asked Questions

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What is the current NAV of Aditya Birla SL Retirement - The 50s Plan Reg-G?

The current NAV of Aditya Birla SL Retirement - The 50s Plan Reg-G is ₹ 14.2714

How much does Aditya Birla SL Retirement - The 50s Plan Reg-G charge as expense ratio?

The expense ratio of Aditya Birla SL Retirement - The 50s Plan Reg-G is 1.93%

How to Redeem Aditya Birla SL Retirement - The 50s Plan Reg-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Aditya Birla SL Retirement - The 50s Plan Reg-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

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Can I invest in Aditya Birla SL Retirement - The 50s Plan Reg-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Aditya Birla SL Retirement - The 50s Plan Reg-G based on your investment objective and risk profile.

What is the return of Aditya Birla SL Retirement - The 50s Plan Reg-G?

For Aditya Birla SL Retirement - The 50s Plan Reg-G, 3-year return is 7.92% per annum and 5-year return is 5.7% per annum. Check the return performance in detail on the page.