Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Direct Plan Growth

OthersRetirement Fund

₹ 13.93

NAV (Mar 13)

5.315%
5 Year CAGR
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Scheme Information

Investment Objective

The Scheme seeks to invests in various debt securities and money market instruments issued by corporates and/or state and central government.

Expense Ratio
0.84 %
Launched 6Y ago
2019-03-11
AUM in Crores
17.1
ISIN
INF209KB1K03
Lock-in (days)
1825
Benchmark
CRISIL Short-Term Bond Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
1.6
Beta
3
Sharpe Ratio
-0.5
Fund Managers

Dhaval Joshi

Fund Manager

Dhaval Shah

Fund Manager

Harshil Suvarnkar

Fund Manager

Important Links
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Scheme Information Document

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Statement of Additional Information

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Portfolio Disclosure

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Key Information Memorandum

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AMC Fund Factsheet

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Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

GOI

46.01%
46.006%

GOI

17.93%
17.931%

REC Ltd.

11.04%
11.041%

HDFC Bank Ltd.

6.33%
6.327%

GOI

5.6%
5.602%
See all holdings
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Frequently Asked Questions

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