Aditya Birla Sun Life Retirement Fund - The 50s Plan
Aditya Birla Sun Life Retirement Fund - The 50s Plan is a retirement fund of Aditya Birla Sun Life AMC Limited with ₹26 cr under management. It is ahead of its benchmark (CRISIL Short Term Debt Hybrid 75+25 Index) in 3 of 3 periods. Its direct plan charges 0.63% a year. Harshil Suvarnkar has managed it for 5.6 years.
Has Aditya Birla Sun Life Retirement Fund - The 50s Plan beaten its benchmark?
Ahead of its benchmark, CRISIL Short Term Debt Hybrid 75+25 Index, in 3 of 3 periods in AMFI's figures; +2.43% over the last year against +2.17%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −2.01% | −3.60% | — |
| 3 months | −1.69% | −5.03% | — |
| 6 months | +0.85% | −1.83% | — |
| 1 year | +2.20% | −4.06% | +6.26 pts |
| 3 years | +7.45% | +9.27% | −1.82 pts |
| 5 years | +6.64% | +8.00% | −1.36 pts |
| 10 years | — | +12.69% | — |
| Since start from 13 Mar 2019 | +6.77% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +2.43% | +1.08% | +2.17% | +0.26 | 🔒 |
| 3y | +7.55% | +6.13% | +7.52% | +0.03 | 🔒 |
| 5y | +6.71% | +5.30% | +6.68% | +0.03 | 🔒 |
| 10y | — | — | — | — | — |
Value of 100, month-end
Mar 2019 to 14 Oct 2026₹100 put in at the start of Mar 2019 would be ₹164 on 14 Oct 2026, against ₹247 in the Nifty 500 TRI.
What does Aditya Birla Sun Life Retirement Fund - The 50s Plan cost?
0.63% a year on the direct plan, 1.96% on the regular plan; 0 of 29 funds in its category charge less.
Who manages Aditya Birla Sun Life Retirement Fund - The 50s Plan?
Mohit Sharma, since 31 Oct 2024; Harshil Suvarnkar, since 22 Mar 2021.
What does Aditya Birla Sun Life Retirement Fund - The 50s Plan hold?
47 holdings as of 30 Sep 2026; the ten largest are 51.6% of the fund, the largest 8.55% HDFC Bank Ltd. (27/03/2029) ** at 7.6%.
Mix
Holdings as of 30 Sep 2026Five largest
% of fundFive largest industries
% of fundBy company size
% of equity · SEBI size listsHow does Aditya Birla Sun Life Retirement Fund - The 50s Plan score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Aditya Birla Sun Life Retirement Fund - The 50s Plan run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages Aditya Birla Sun Life Retirement Fund - The 50s Plan?
Mohit Sharma (Comanage) since 31 Oct 2024; Harshil Suvarnkar (Comanage) since 22 Mar 2021.
What is the expense ratio of Aditya Birla Sun Life Retirement Fund - The 50s Plan?
0.63% a year on the direct plan and 1.96% on the regular plan (expense report, Oct 2026).
How has Aditya Birla Sun Life Retirement Fund - The 50s Plan done?
Its direct plan returned +7.55% a year over 3 years against +7.52% for its benchmark, CRISIL Short Term Debt Hybrid 75+25 Index, as of 13 Oct 2026.
See Aditya Birla Sun Life Retirement Fund - The 50s Plan beside your own funds in Valarth
