Aditya Birla Sun Life Retirement Fund - The 50S Plan
Aditya Birla Sun Life Mutual Fund
As of 2026-05-31
Holdings
47
Concentrated
Top 10 weight
79%
Concentration
Strategy data
N/A
Not reported
Equity
24%
Asset allocation
Portfolio
20Sectors
4Large positions
7.2%Top: Banks
30.5%Cash
Market-cap allocation
Large cap15%
Mid cap3%
Small cap5%
Asset allocation
Equity24%
Debt45%
Cash30%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 24% equity, 45% debt, 30% cash.
- 47 disclosed positions across 20 classified equity sectors.
- Largest equity sector is Banks at 7.2% of the portfolio.
Watchpoints
- Top 10 positions account for 79%, indicating high portfolio concentration.
- Cash and cash equivalents are 30%, which can create performance drag when markets rise.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Comparable funds require category or compatible portfolio metadata.
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
7.2%
2.9%
1.5%
1.5%
1.4%
1.3%
1.2%
1.1%
1.0%
0.8%
0.7%
0.7%
0.7%
0.6%
Other 6 sectors1.6%
0.4%
0.3%
0.3%
0.2%
0.2%
0.2%