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

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  • 0.1 %Nav, as on 17-09-2024

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  • Net Change on 17-09-2024

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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
Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth 21.92 15.60 12.60 6.95 6.34 6.36
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
CRISIL Short Term Debt Hybrid 75+25 Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Annualised, 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.)
Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth Mar 11, 2019 12.60 6.95 6.34 1.91 26.64
UTI Retirement Fund - Regular Plan Dec 27, 1994 21.29 12.93 14.31 1.65 4,704.68
Franklin India Pension Plan-Growth Mar 31, 1997 18.44 9.83 10.78 2.26 526.40
Tata Retirement Savings Fund Regular Plan-Conservative Plan (Growth) Nov 04, 2011 14.42 7.28 9.31 2.17 175.70
Nippon India Retirement Fund- Income Generation Scheme-Growth Option Feb 11, 2015 14.26 7.78 8.37 2.10 163.15
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option Feb 25, 2016 13.36 8.75 9.54 2.14 161.68

Fund Holdings as on 31-August-2024

  • Government of India (14/08/2033)

  • Government of India (08/04/2026)

  • Government of India (06/02/2033)

  • 8.55% HDFC Bank Limited (27/03/2029) **

  • Clearing Corporation of India Limited

  • State Government Securities (24/06/2025)

  • Government of India (05/12/2033)

  • Government of India (17/04/2030)

  • ICICI Bank Limited

  • Infosys Limited

  • Net Receivables / (Payables)

  • Birlasoft Limited

  • HDFC Bank Limited

  • Larsen & Toubro Limited

  • 0% GOI - 16DEC25 STRIPS

  • Bharti Airtel Limited

  • State Bank of India

  • UltraTech Cement Limited

  • Sun Pharmaceutical Industries Limited

  • Hindalco Industries Limited

  • TD Power Systems Limited

  • Bajaj Auto Limited

  • Fortis Healthcare Limited

  • Godrej Consumer Products Limited

  • Max Financial Services Limited

  • Whirlpool of India Limited

  • Brigade Enterprises Limited

  • V-Guard Industries Limited

  • Thermax Limited

  • Voltas Limited

  • Utkarsh Small Finance Bank Ltd

  • Torrent Pharmaceuticals Limited

  • Dixon Technologies (India) Limited

  • Vinati Organics Limited

  • Sona BLW Precision Forgings Limited

  • H.G. Infra Engineering Limited

  • Flair Writing Industries Ltd

  • SJS Enterprises Pvt Limited

  • Bank of Baroda

  • Westlife Development Ltd

  • Mrs Bectors Food Specialities Limited

  • SBFC Finance Ltd

  • Star Health & Allied Insurance Limited

  • Kotak Mahindra Bank Limited

  • Bajaj Finance Limited

  • Zomato Limited

  • Cipla Limited

  • Container Corporation of India Limited

  • Cholamandalam Investment and Finance Company Limited

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Engineering - Construction

  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Bank - Public

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Metal - Non Ferrous

  • Auto Ancillary

  • Automobile Two & Three Wheelers

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Household & Personal Products

  • Finance - Others

  • Consumer Durables - Domestic Appliances

  • Construction - Real Estate

  • Air Conditioners

  • Engineering - Industrial Equipments

  • Consumer Durables - Electronics

  • Chemicals

  • Printing & Stationery

  • Restaurants

  • Consumer Food

  • Insurance

  • e-Commerce

  • Logistics

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Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

  • 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 - Debt fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 11-Mar-2019 and currently has an AUM of ₹26.64 crore. Aditya Birla Sun Life Retirement Fund - The 50s Plan is benchmarked against Crisil 10 Yr Gilt Index as primary index and CRISIL Short Term Debt Hybrid 75+25 Index as secondary index.

The NAV of Aditya Birla Sun Life Retirement Fund - The 50s Plan ended up ₹0.01(0.1%)yesterday to ₹14.0564.

Among its top 3 holdings the fund has exposure to Government of India (14/08/2033), and

The Aditya Birla Sun Life Retirement Fund - The 50s Plan is managed by Dhaval Shah and Harshil Suvarnkar.

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111