- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct Growth
Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct Plan Growth
₹ 15.53
NAV (May 05)
7.077%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information
Investment Objective
The Scheme seeks to invests predominantly in debt and money market instruments with marginal allocation to equity and equity related instruments.
Expense Ratio | 0.61 % |
Launched 6Y ago | 2019-03-11 |
AUM in Crores | 25.7 |
ISIN | INF209KB1J48 |
Lock-in (days) | 1825 |
Benchmark | CRISIL Short Term Debt Hybrid 75+25 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 3.9 |
Beta | 0.6 |
Sharpe Ratio | 0.4 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
GOI
18.36%GOI
18.23%GOI
8.3%Others
8.22%HDFC Bank Ltd.
7.45%See all holdings
Allocation by Sector
Financial
10.2%Healthcare
2.4%Technology
1.74%Automobile
1.18%Capital Goods
1.14%See all sectors
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 4,772 cr | ||
₹ 93,440 cr | ||
₹ 4,484 cr | ||
₹ 14,724 cr |
Frequently Asked Questions
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