Fundalysisby DARKHORSESTOCKS

Scheme

Aditya Birla Sun Life Retirement Fund The 50S Plan

Holds 39 companies worth ₹6.3 Cr in Sept 2026.

  • Fund house

    Aditya BirlaThe fund house that runs this scheme.

  • AUM

    ₹26.6 CrAditya Birla Sun Life Retirement Fund The 50S Plan's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 2.4% on Aug 2026, ₹27.3 Cr.

  • Largest holding

    TD Power Systems LimitedTD Power Systems Limited is 1.8% of this scheme's NAV.

  • Fund manager

    Harshil SuvarnkarRuns its co-manager part since 22 Mar 2021, as the fund house dates it. With Mohit Sharma (co-manager).

AUM(Mar 2019 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202626.6−2.4%
Aug 202627.3+0.1%
Jul 202627.3+0.5%
Jun 202627.1+1.6%
May 202626.7+1.1%
Apr 202626.4+3.0%
Mar 202625.6−3.5%
Feb 202626.6+0.9%
Jan 202626.3−0.6%
Dec 202526.5−0.4%
Nov 202526.6−0.4%
Oct 202526.7+1.3%
AUM at month end, Sept 2026
₹27 Cr
−0.4% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2019 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202632.48%+0.27 pt
Jun 202632.21%+0.24 pt
Mar 202631.96%+0.17 pt
Dec 202531.79%+0.15 pt
Direct plans' share of AUM, Sept 2026
32.48%
+0.68 pt since Dec 2025
Fig. 2.Aditya Birla Sun Life Retirement Fund The 50S Plan's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: CRISIL Short Term Debt Hybrid 75+25 Index. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−1.83%−1.93%––−3.16%
3 months *
−1.10%−1.43%––−2.75%
6 months *
+2.12%+1.44%––+2.21%
1 year
+2.61%+1.26%+2.08%+0.53 pt+0.55%
3 years
+7.75%+6.32%+7.63%+0.12 pt+8.61%
5 years
+6.74%+5.33%+6.75%−0.01 pt+8.18%
Since launch
+6.84%+5.38%+8.66%−1.83 pt+10.12%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: CRISIL Short Term Debt Hybrid 75+25 Index. * From NAVs. Source: AMFI.