- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt (PIDCW-A)
Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt (PIDCW-A)
₹ 11.9778
NAV (Jun 05)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.9778
NAV (Jun 5)
Fund Returns
Last 1Y | 7.3% |
Last 3Y | 3% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 4.3% |
6 Month CAGR | 1.8% |
Scheme Information
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 | 1.81 |
Launched (4y ago) | Mar 12, 2019 |
AUM in Crores | 27.085 |
ISIN | INF209KB1J22 |
Lock-in | 5 |
Benchmark | CRISIL ST Debt Hybrid 75+25 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 3 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.532 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.19 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt (PIDCW-A) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
clearing corporation of india limited
25.1%7.27% govt stock 2026
18.5%7.38% govt stock 2027
9.3%housing development finance corporation ltd
7.6%08.21 tn sdl 2025
5.6%Allocation by Sector
financial services
10.4%industrials
3.5%healthcare
2.9%consumer cyclical
1.6%consumer defensive
1.6%Comparison with Solution Oriented Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 170 cr | ||
₹ 672 cr | ||
₹ 2,307 cr | ||
₹ 447 cr | ||
₹ 170 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 3.8% | ||
5.2% | 7.4% | ||
5% | 6.8% | ||
5.2% | 7.3% | ||
5% | 7.1% |
Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt (PIDCW-A) Review
Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt (PIDCW-A) is a Retirement Fund Solution Oriented fund and has delivered an annualised return of 4.3% 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 Pyt (PIDCW-A) as of 6/5/2023 is ₹11.98 with the total AUM as of 6/6/2023 is ₹27.085. 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 Pyt (PIDCW-A) 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 Pyt (PIDCW-A) 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 Pyt (PIDCW-A)?
How to invest in Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt (PIDCW-A)?
You can invest in Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt (PIDCW-A) 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 Pyt (PIDCW-A)?
The minimum sip amount for Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt (PIDCW-A) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt (PIDCW-A) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Retirement Fund The 50s Pln Pyt (PIDCW-A) 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 Pyt (PIDCW-A)?
The expense ratio of the Aditya Birla Sun Life Retirement Fund The 50s Pln Pyt (PIDCW-A) is 1.81% for regular plan.