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  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Retirement Fund The 50s Pln (Growth)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Retirement Fund The 50s Pln (Growth)

Solution OrientedRetirement Fund

13.0179

NAV (Feb 26)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Goals
Plans that will help you to achieve your life goals across multiple time frames.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.0179

NAV (Feb 26)

Fund Returns

Last 1Y
12.2%
Last 3Y
5.2%
Last 5Y
NA
Last 10Y
NA
Since Inception
5.5%
6 Month CAGR
5.3%

Scheme Information

Investment Objective

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/indicate any returns. There can be no assurance that the schemes¡¯ objectives will be achieved.

Expense Ratio
1.94
Launched (5y ago)
Mar 12, 2019
AUM in Crores
28.870
ISIN
INF209KB1J14
Lock-in
5
Benchmark
CRISIL ST Debt Hybrid 75+25 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
3.5
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.154
Sharpe Ratio (5yr)
0
YTM
7.14
Fund Managers

Dhaval Shah

Fund Manager

Harshil Suvarnkar

Fund Manager

Dhaval Joshi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Retirement Fund The 50s Pln (Growth)70%8,30,002 97,3905.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-02-26

Top Stock Holdings

7.18% govt stock 2033

17.4%
17.4%

7.27% govt stock 2026

17.3%
17.3%

clearing corporation of india limited

12.4%
12.4%

7.26% govt stock 2033

7.8%
7.8%

hdfc bank limited

7.1%
7.1%
See all holdings

Allocation by Sector

financial services

9%
9%

industrials

3.8%
3.8%

healthcare

3.1%
3.1%

technology

2.1%
2.1%

consumer cyclical

1.9%
1.9%
See all sectors

Comparison with Solution Oriented Funds

Fund NameFund Size
Nippon India Retirement Fund Wealth Creation Scheme (G)
Nippon India Retirement Fund Wealth Creation Scheme (G)

₹ 2,917 cr

₹ 925 cr

₹ 134 cr

₹ 492 cr

₹ 331 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 345,949 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
022-43568000
care.mutualfunds@adityabirlacapital.com
Fund NameScripbox Opinion
Till Date CAGR
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

-

4.5%

5.5%

7.4%

5.6%

6.8%

5.5%

7.3%

5.6%

7.1%

Aditya Birla Sun Life Retirement Fund The 50s Pln (G) Review

Aditya Birla Sun Life Retirement Fund The 50s Pln (G) is a Retirement Fund Solution Oriented fund and has delivered an annualised return of 5.5% over a period of 4 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Joshi, Dhaval Shah, Harshil Suvarnkar.

Nav of Aditya Birla Sun Life Retirement Fund The 50s Pln (G) as of 2/26/2024 is ₹13.02 with the total AUM as of 2/27/2024 is ₹28.87. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Retirement Fund The 50s Pln (G) was launched on Mar 12, 2019. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Aditya Birla Sun Life Retirement Fund The 50s Pln (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Aditya Birla Sun Life Retirement Fund The 50s Pln (G)?

Aditya Birla Sun Life Retirement Fund The 50s Pln (G) is a Retirement Fund Solution Oriented scheme predominantly investing across Solution Oriented instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Retirement Fund The 50s Pln (G)?

You can invest in Aditya Birla Sun Life Retirement Fund The 50s Pln (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Aditya Birla Sun Life Retirement Fund The 50s Pln (G)?

The minimum sip amount for Aditya Birla Sun Life Retirement Fund The 50s Pln (G) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Retirement Fund The 50s Pln (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Retirement Fund The 50s Pln (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Retirement Fund The 50s Pln (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life Retirement Fund The 50s Pln (G)?

The expense ratio of the Aditya Birla Sun Life Retirement Fund The 50s Pln (G) is 1.94% for regular plan.