Aditya Birla SL Retirement Fund 50s Plan
The Scheme seeks to invests predominantly in debt and money market instruments with marginal allocation to equity and equity related instruments.
Growthvine rating: 1/5 — ranked #9 of 11 in category.
Fund basics
| Category | Solution: Retirement Debt |
|---|---|
| NAV | ₹15.28 (as of 2026-08-21) |
| AUM | ₹27 Cr |
| Expense ratio | 1.68% |
| Riskometer | Moderately High |
| Fund manager | Mohit Sharma |
| Exit load | 0 |
Performance & risk
| 5-year annualised return | 6.02% |
|---|---|
| Sharpe ratio | 0.29 |
| Standard deviation | 4.18% |
| Max drawdown | -5.25% |
| Alpha | 0 |
| Beta | 0 |
Over 5 years, captured 33.4% of Nifty 500's upside and 20.3% of its downside.
Market cap allocation
Concentration
Top holdings
Not disclosed.
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|---|---|---|
| 2026 (partial) | 3.2% | Q1 (Top) | #2 of 11 |
| 2025 | 5.5% | Q2 | #4 of 11 |
| 2024 | 9.2% | Q3 | #8 of 11 |
| 2023 | 10.0% | Q3 | #9 of 11 |
| 2022 | 1.5% | Q3 | #8 of 11 |