Aditya Birla Sun Life Retirement Fund - The 50s Plan - Growth - Regular Plan

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  • (-0.04%)Nav, as on 10-08-2020

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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Fund Objective

The 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
CRISIL Short Term Debt Hybrid 75+25 Fund Index 1.50 8.01 10.30 8.12 8.61 8.97

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
UTI - Retirement Benefit Pension Fund Dec 27, 1994 5.03 1.99 5.12 2.05 2,845.74
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 -10.79 -3.79 0.92 2.04 1,476.53
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 9.61 5.80 8.37 2.38 1,139.77
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 8.46 6.14 9.07 2.50 775.91
Franklin India Pension Plan-Growth Mar 31, 1997 5.46 4.44 5.86 2.27 422.22

Fund Holdings as on 31-July-2020

  • Government of India (08/04/2026)

  • Clearing Corporation of India Limited

  • 8.55% Housing Development Finance Corporation Limited (27/03/2029)

  • 8.02% Bharat Petroleum Corporation Limited (11/03/2024) **

  • 8.15% REC Limited (18/06/2021) **

  • 8.39% State Bank of India (25/10/2026) **

  • Government of India (16/04/2023)

  • 8.15% REC Limited (10/06/2022) **

  • Government of India (05/12/2033)

  • Net Receivables / (Payables)

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  • Miscellaneous

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Fund Manager

  • CARE AA+

  • Cash

  • CRISIL AAA

  • Sovereign

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About Aditya Birla Sun Life Retirement Fund - The 50s Plan

Scheme Analysis

Aditya Birla Sun Life Retirement Fund - The 50s Plan is a Solution Oriented - Retirement Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 11-Mar-2019 and currently has an AUM of ₹31.39 crore. Aditya Birla Sun Life Retirement Fund - The 50s Plan is benchmarked against CRISIL Short Term Debt Hybrid 75+25 Fund Index as primary index.

The NAV of Aditya Birla Sun Life Retirement Fund - The 50s Plan ended down ₹0(-0.04%)yesterday to ₹11.1278.

Among its top 3 holdings the fund has exposure to Government of India (08/04/2026), and

The Aditya Birla Sun Life Retirement Fund - The 50s Plan is managed by Ajay Garg and Pranay Sinha.

Fund House Contact

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111