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

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  • 0.13 %Nav, as on 17-01-2020

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  • Net Change on 17-01-2020

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  • Assets (Cr.)

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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 (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 1.23 3.13 10.52 9.15 8.61 9.03

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 Unrated -0.02 4.55 5.80 1.95 2,784.88
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 Unrated 11.60 12.69 10.64 2.05 1,156.70
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 Unrated 15.09 15.17 11.33 2.23 742.66
Franklin India Pension Plan-Growth Mar 31, 1997 Unrated 9.68 7.30 7.06 2.26 452.73
Tata Retirement Savings Fund Regular Plan-Conservative Plan (Growth) Nov 04, 2011 Unrated 8.90 7.38 7.92 1.08 135.18

Fund Holdings as on 31-December-2019

  • 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) **

  • 8.39% National Bank For Agriculture and Rural Development (19/07/2021)

  • 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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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 ₹27.36 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 up ₹0.01(0.13%)yesterday to ₹10.5099.

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

Fund Manager

  • CARE AA+

  • Cash

  • CRISIL AAA

  • Sov

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