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

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  • (-0.05%)Nav, as on 29-10-2020

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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 Hybrid 85+15 - Conservative Index 2.04 2.10 11.44 8.58 9.38 9.10
CRISIL Short Term Debt Hybrid 75+25 Fund Index 1.75 2.57 9.12 7.98 8.97 8.99

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 5.11 0.96 5.46 1.91 2,868.06
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 -14.18 -5.54 2.40 2.35 1,504.23
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 3.13 3.57 9.75 2.20 1,181.56
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 1.15 3.15 10.57 2.38 818.24
Franklin India Pension Plan-Growth Mar 31, 1997 3.23 4.22 6.34 2.27 419.26

Fund Holdings as on 30-September-2020

  • Clearing Corporation of India Limited

  • Government of India (08/04/2026)

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

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

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

  • Government of India (16/04/2023)

  • 8.15% REC Limited (10/06/2022) **

  • 8.15% REC Limited (18/06/2021) **

  • 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 ₹33.08 crore. Aditya Birla Sun Life Retirement Fund - The 50s Plan is benchmarked against CRISIL Hybrid 85+15 - Conservative Index as primary index and CRISIL Short Term Debt Hybrid 75+25 Fund Index as secondary index.

The NAV of Aditya Birla Sun Life Retirement Fund - The 50s Plan ended down ₹-0.01(-0.05%)yesterday to ₹11.2134.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Limited, 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