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Aditya Birla SL Retirement-The 50s Plan-Reg (IDCW)

Retirement Fund • OPEN
NAV as of May 22, 2026
₹14.85
1 day change
Returns since inception
5.64%
CAGR
AUM (Fund size)
₹26 Cr
NAV: ₹ 14.85
as on May 22, 2026
Aditya Birla SL Retirement-The 50s Plan-Reg (IDCW)

Aditya Birla SL Retirement-The 50s Plan-Reg (IDCW) Overview

AUM (Fund size) ₹ 26 Cr
Expense ratio 1.96 %
Exit load Nil
Plan type Regular Fund
Risk Moderately High
Lock-in Period Nil
Benchmark CRISIL Short Term Debt Hybrid 75+25 Index
Min. investment SIP: ₹500    Lumpsum: ₹1,000
Age 7 yrs 3 m since Feb 19, 2019
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Debt
75.08%
Banks
7.03%
Cash & Others
2.62%
Healthcare Services
2.49%
Pharmaceuticals & Biotech
1.43%

Top Holdings

C C I 28.18%
GSEC2035 20.32%
GSEC2033 8.72%
HDFC Bank 7.80%
GSEC2033 3.72%
GSEC2035 3.02%
GSEC2030 2.91%
HDFC Bank 1.85%
ICICI Bank 1.79%
Net CA & Others 1.39%

Peer Comparison

Fund Name 1Y 3Y 5Y
Aditya Birla SL Retirement-The 50s Plan-Reg (IDCW) 3.17% 7.64% 5.56%

Scheme Information

Aditya Birla SL Retirement-The 50s Plan-Reg (IDCW) was launched on 19/02/2019. The fund manages ₹26 Cr in assets. Its current expense ratio is 1.96%.

Fund Manager: Mohit Sharma

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FAQs on Aditya Birla SL Retirement-The 50s Plan-Reg (IDCW)

The current expense ratio of Aditya Birla SL Retirement-The 50s Plan-Reg (IDCW) is 1.96%.

The AUM of Aditya Birla SL Retirement-The 50s Plan-Reg (IDCW) is ₹26 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Aditya Birla SL Retirement-The 50s Plan-Reg (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹14.85.

Minimum SIP starts from ₹500.

Redemption can be done via AMC website or your investment platform.

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