- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Pln (Growth)
Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Pln (Growth)
₹ 11.8517
NAV (Sep 22)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.8517
NAV (Sep 22)
Fund Returns
Last 1Y | 5.1% |
Last 3Y | 2.9% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 3.8% |
6 Month CAGR | 2.8% |
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 | 2.08 |
Launched (4y ago) | Mar 12, 2019 |
AUM in Crores | 24.043 |
ISIN | INF209KB1J71 |
Lock-in | 5 |
Benchmark | CRISIL Short Term Bond TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 2 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.861 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.32 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Pln (Growth) | 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
7.27% govt stock 2026
31%6.57% govt stock 2033
11.9%summit digitel infrastructure limited
10.1%0% goi - 15062024 strips
7.9%rural electrification corporation limited
7.5%Comparison with Solution Oriented Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 2,604 cr | ||
₹ 475 cr | ||
₹ 168 cr | ||
₹ 802 cr | ||
₹ 1,766 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 3.9% | ||
5.1% | 7.4% | ||
5.1% | 6.8% | ||
5.1% | 7.3% | ||
5.1% | 7.1% |
Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Pln (G) Review
Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Pln (G) is a Retirement Fund Solution Oriented fund and has delivered an annualised return of 3.8% 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 Plus Debt Pln (G) as of 9/22/2023 is ₹11.85 with the total AUM as of 9/23/2023 is ₹24.043. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Retirement Fund The 50s Plus Debt 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 Plus Debt 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 Plus Debt Pln (G)?
How to invest in Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Pln (G)?
You can invest in Aditya Birla Sun Life Retirement Fund The 50s Plus Debt 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 Plus Debt Pln (G)?
The minimum sip amount for Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Pln (G) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Pln (G) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Pln (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Retirement Fund The 50s Plus Debt 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 Plus Debt Pln (G)?
The expense ratio of the Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Pln (G) is 2.08% for regular plan.