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 | ₹14.92 (as of 2026-10-01) |
| AUM | ₹27 Cr |
| Expense ratio | 1.68% |
| Riskometer | Moderately High |
| Fund manager | Mohit Sharma |
| Exit load | 0 |
Performance & risk
| 5-year annualised return | 5.38% |
|---|---|
| Sharpe ratio | 0.34 |
| Standard deviation | 4.17% |
| Max drawdown | −5.25% |
| Alpha | 0 |
| Beta | 0 |
Over 5 years, captured 34.5% of Nifty 500's upside and 21.5% 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) | 0.8% | Q1 (Top) | #3 of 10 |
| 2025 | 5.5% | Q1 (Top) | #3 of 10 |
| 2024 | 9.2% | Q3 | #7 of 10 |
| 2023 | 10.0% | Q3 | #8 of 10 |
| 2022 | 1.5% | Q3 | #7 of 10 |