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    • Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)
    Aditya Birla Sun Life Mutual Fund

    Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

    Solution OrientedRetirement Fund

    11.5056

    NAV (Sep 23)

    5.6%
    Till Date CAGR
    Scripbox Opinion

    Not Reviewed yet

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    2 Years.

    Relative Size

    32 Cr.

    Category View

    .

    Consistency Of Performance

    .

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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    Historical NAV

    11.5056

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    3.5%
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    5.6%
    6 Month CAGR
    2.7%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Moderate Risk

    Expense Ratio
    1.98
    Launched (2y ago)
    Mar 12, 2019
    AUM in Crores
    31.698
    ISIN
    INF209KB1J22
    Lock-in
    5
    Benchmark
    CRISIL Short Term Debt Hyb 75+25 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Ajay Garg

    Fund Manager

    user-avatar

    Harshil Suvarnkar

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Solution Oriented Funds

    Fund NameScripbox OpinionFund SizeTrack Record
    amc-icon

    About the AMC

    Aditya Birla Sun Life AMC Ltd

    Aditya Birla Sun Life AMC Ltd manages assets worth 315,409 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

    amc-img

  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    Aditya Birla Sun Life Focused Equity Fund (G)

    recommended-badge

    17.8%

    15.1%

    recommended-badge

    5.1%

    7.1%

    top-ranked-badge

    5.1%

    6.9%

    top-ranked-badge

    5.1%

    7.2%

    top-ranked-badge

    5.1%

    6.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

    About Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

    Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) is a Retirement Fund Solution Oriented fund and has delivered an annualised return of 5.6% over a period of 2 years. . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Ajay Garg, Harshil Suvarnkar

    Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) fund was launched on Mar 12, 2019. The NAV (Net Asset Value) of this Retirement Fund Solution Oriented fund as of 2021-09-23 is ₹11.51. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹31.698. The category risk of the Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) fund is Moderate Risk. The fund charges 1.98 % as expense ratio.

    Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Debt and has invested 88% in this asset class. The top three holdings of the fund are , 7.27% govt stock 2026 , hindustan petroleum corporation limited , clearing corporation of india limited , 7.20% ka sdl 2027 , housing development finance corporation limited , bharat petroleum corporation limited , state bank of india , 8.21% tamil nadu sdl 2025 , 7.37% govt stock 2023 , rural electrification corporation limited , 6.57% govt stock 2033 , net receivables / (payables) , 8.58% gujarat sdl 2023 , 7.20% up sdl 2027

    Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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