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( 23 Apr 2026)

₹ 14.84

2.47%

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

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Performance

8.11%3y Returns

-0.23% 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 %
Avenue Supermarts Ltd	0.37%
Metropolis Healthcare Ltd	1.02%
HG Infra Engineering Ltd	0.11%
SBFC Finance Ltd	0.3%
TD Power Systems Ltd	1.0%
Whirlpool Of India Ltd	0.21%
V-Guard Industries Ltd	0.06%
Vinati Organics Ltd	0.31%
Ultratech Cement Ltd	0.79%
Torrent Pharmaceuticals Ltd	0.6%
Tech Mahindra Ltd	0.38%
Sun Pharmaceutical Industries Ltd	0.69%
State Bank of India	1.08%
Praj Industries Ltd	0.16%
NTPC Ltd	0.23%
Max Financial Services Ltd	0.86%
Larsen & Toubro Ltd	0.5%
GOI Sec 6.48 06/10/2035	20.66%
Net Receivables	2.62%
Rajasthan State SDL 7.49 28/08/2035	3.08%
Kotak Mahindra Bank Ltd	0.28%
Infosys Ltd	0.34%
ICICI Bank Ltd	1.65%
Hindalco Industries Ltd	1.21%
HDFC Bank Ltd	1.71%
Godrej Consumer Products Ltd	0.43%
The Federal Bank Ltd	0.76%
Fortis Healthcare Ltd	1.01%
Cholamandalam Investment & Finance Company Ltd	0.09%
Cipla Ltd	0.15%
Bank Of Baroda	0.38%
Bank of Maharashtra	0.4%
Bharti Airtel Ltd	1.04%
Bajaj Auto Ltd	0.58%
Bajaj Finance Ltd	0.78%
Axis Bank Ltd	0.77%
Apollo Hospitals Enterprise Ltd	0.46%
Eternal Ltd	0.22%
S.J.S Enterprises Ltd	0.6%
Sona BLW Precision Forgings Ltd	0.3%
SBI Life Insurance Company Ltd	0.28%
Mrs. Bectors Food Specialities Ltd	0.19%
GOI Sec 6.57 05/12/2033	3.81%
GOI Sec 7.27 08/04/2026	19.51%
GOI Sec 7.26 06/02/2033	8.92%
GOI Sec 7.17 17/04/2030	2.96%
Reverse Repo	8.15%
HDFC Bank Ltd SR V004 Debenture 8.55 27/03/2029	7.99%

Sectors

Company	Allocation %
Others	13.85%
Construction	0.61%
Automobile	1.48%
Consumer Staples	0.62%
Materials	0.79%
Financial	17.05%
Capital Goods	1.16%
Consumer Discretionary	0.27%
Chemicals	0.31%
Services	0.59%
Sovereign	55.86%
Energy	0.23%
Technology	0.72%
Insurance	0.28%
Metals & Mining	1.21%
Healthcare	3.93%
Communication	1.04%

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

109
AUM

₹ 3,90,601 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

₹ 35,437 Cr
Highest Return

22.84%

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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SIP amount

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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 ₹ 14.8362

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 8.11% per annum and 5-year return is 5.64% per annum. Check the return performance in detail on the page.

What is the lock-in period in Aditya Birla SL Retirement - The 50s Plan Reg-G?

The lock-in-period of Aditya Birla SL Retirement - The 50s Plan Reg-G is 1825 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

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Once we verify your KYC details, you’re ready to start investing!

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

₹ 14.84

2.47%

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

Performance

8.11%3y Returns

Investment details

₹ 500

₹ 1000

1825

1.93%

NIL

L After 365 days

Fund details

₹ 26 Cr

REGULAR

19 Feb 2019

OPEN

CRISIL Short Term Debt Hybrid 75+25 Index

INF209KB1J14

Fund allocation

Risk Associated

Moderately High

About AMC

Aditya Birla Sun Life Mutual Fund >

Contact Information

Address:

109

₹ 3,90,601 Cr

About

Fund Manager

Dhaval Shah

13

₹ 35,437 Cr

22.84%

About

Start investing now

Select a Date

Frequently Asked Questions

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

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

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

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

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

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

What is the lock-in period in Aditya Birla SL Retirement - The 50s Plan Reg-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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