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

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  • Net Change on 08-11-2019

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

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  • 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 Short Term Debt Hybrid 75+25 Fund Index 1.98 3.52 10.90 9.03 8.67 8.98

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 -1.10 3.79 5.77 2.08 2,749.61
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 Unrated 12.47 10.98 11.51 2.25 1,146.41
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 Unrated 16.10 12.99 12.63 2.45 716.72
Franklin India Pension Plan-Growth Mar 31, 1997 Unrated 9.96 6.18 7.83 2.27 450.21
Tata Retirement Savings Fund Regular Plan-Conservative Plan (Growth) Nov 04, 2011 Unrated 10.05 7.21 8.34 2.23 134.15

Fund Holdings as on 31-October-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 ₹26.88 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 ₹-0.01(-0.1%)yesterday to ₹10.43.

Among its top 3 holdings the fund has exposure to Government of India (08/04/2026), Clearing Corporation of India Limited and 8.55% Housing Development Finance Corporation Limited (27/03/2029) **

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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