Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan-Direct Plan-Growth
As on 23 Oct 2026
Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan-Direct Plan-Growth
Solution OrientedNAV
₹ 14.84
CAGR (3 Years)
5.64%
AUM (Cr)
₹ 13.55
Risk
Moderate Risk
About Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan-Direct Plan-Growth
The primary investment objective of the Scheme is income generation and capital appreciation for its investors which will be in line with their retirement goals by investing in a mix of equity, equity related instruments along with debt and money market instruments. The Scheme does not guarantee/ind
Breakdown of this Fund
Debt Others
217.32%
Govt. Securities
182.68%
Market Capitalization
Expense Ratio, Exit Load and Tax
Expense Ratio
2.57
Exit Load
Nil
Stamp Duty
0.005% (from July 1st, 2020)
Tax Implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.