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Aditya Birla Sun Life Retirement Fund - 50s Plan

Aditya Birla Sun Life Retirement Fund - 50s Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3.78

as on 30 Nov 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 11,179 today.

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NAV Performance

Aditya Birla Sun Life Retirement Fund - 50s Plan performance graph for last 3 years
Performance of Aditya Birla Sun Life Retirement Fund - 50s Plan for last 3 Years

Fund Information

  • ₹ 11.740

    as on 30 Nov 2022
  • Regular - Growth

  • -

  • ₹ 1,000

  • ₹ 31 Cr.

    as on 31 Dec 2021
  • 1.96%

  • 11 Mar 2019

  • Hybrid - Retirement Fund

  • Nifty 50

  • Aditya Birla Sun Life Mutual Fund

    Show All Funds

Highlights of this fund

Aditya Birla Sun Life Retirement Fund - 50s Plan is an Open-ended Hybrid Fund. The fund belongs to Retirement Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 11 Mar 2019. This fund is offered by one of the top AMC (Assets Management Company) Aditya Birla Sun Life Mutual Fund. You can also view here all other Hybrid funds offered by Aditya Birla Sun Life Mutual Fund.

Latest NAV of the fund is ₹ 11.740 as on 30 Nov 2022.

This fund has 3 years of track record. Since 31 Oct 2021 expense ratio of this fund is 1.96%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 1,000.

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.

List of Fund Managers of Aditya Birla Sun Life Retirement Fund - 50s Plan

  • About Ajay Garg

    Picture of Ajay GargAjay has over 17 years of work experience in financial services. Prior to joining BSLAMC, he worked with Birla Sun Life Securities Ltd.He is a B.E. (Electronics) and an MBA in Finance.
  • About Harshil Suvarnkar

    Picture of Harshil  Suvarnkar

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderate Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 4.77% 22.50% 29.22% 12.90% 29.75% 23.00% 13.55% 8.59% 20.12% 20.72% 27.43% 20.23% 7.71%
Category Average 2.46% 3.79% 9.17% 4.00% 10.70% 9.12% 7.91% 8.59% 8.46% 7.92% 11.92% 11.29% 7.71%
Aditya Birla Sun Life Retirement Fund - 50s Plan 1.73%₹ 10,172 1.95%₹ 10,195 4.91%₹ 10,491 1.72%₹ 10,171 5.41%₹ 12,349 2.05%₹ 10,416 3.13%₹ 24,786 3.78%₹ 11,179 3.13%₹ 37,765 - - - -
HDFC Retirement Savings Fund - Equity Plan 4.11%₹ 10,410 4.91%₹ 10,490 14.45%₹ 11,445 12.11%₹ 11,211 20.12%₹ 13,272 28.97%₹ 16,667 20.25%₹ 29,249 23.00%₹ 18,628 27.43%₹ 53,479 13.55%₹ 18,881 20.23%₹ 99,301 - -
ICICI Prudential Retirement Fund (Pure Equity Plan) 3.59%₹ 10,359 3.83%₹ 10,382 10.05%₹ 11,005 5.46%₹ 10,545 13.33%₹ 12,851 29.75%₹ 16,870 20.72%₹ 29,376 19.94%₹ 17,271 26.61%₹ 52,891 - - - -
HDFC Retirement Savings Fund - Hybrid - Equity Plan 4.09%₹ 10,409 3.98%₹ 10,397 11.79%₹ 11,178 6.78%₹ 10,678 14.83%₹ 12,945 18.82%₹ 14,137 12.87%₹ 27,293 15.99%₹ 15,617 18.15%₹ 47,046 11.18%₹ 16,989 14.65%₹ 86,623 - -
ICICI Prudential Retirement Fund (Hybrid Aggressive Plan) 3.15%₹ 10,314 3.29%₹ 10,328 9.55%₹ 10,954 5.43%₹ 10,543 11.90%₹ 12,761 18.76%₹ 14,123 12.31%₹ 27,147 14.08%₹ 14,858 17.07%₹ 46,337 - - - -
Nippon India Retirement Fund - Wealth Creation Scheme 4.77%₹ 10,477 4.78%₹ 10,477 13.82%₹ 11,382 7.20%₹ 10,719 16.97%₹ 13,078 22.28%₹ 14,977 15.32%₹ 27,938 11.88%₹ 14,012 20.08%₹ 48,344 6.82%₹ 13,913 12.66%₹ 82,455 - -

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Retirement Fund - 50s Plan as on 01 Dec 2022 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    89.64%
  • Others Holdings:

    10.37%

Top Debt Instrument Type holdings of Aditya Birla Sun Life Retirement Fund - 50s Plan

Instrument TypeHolding PercentageHolding Values in Crore
GOI 62.25% ₹ 18.80 Cr.
NCD & Bonds 27.39% ₹ 8.27 Cr.
Others 10.36% -

Top Debt Holdings of Aditya Birla Sun Life Retirement Fund - 50s Plan

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 62.25% ₹ 18.80 Cr.
Bond - Hindustan Petroleum Corporation Ltd. 9.90% ₹ 2.99 Cr.
Bond - Housing Development Finance Corporation Ltd. 7.18% ₹ 2.17 Cr.
Bond - Bharat Petroleum Corporation Ltd. 6.94% ₹ 2.10 Cr.
Bond - Rural Electrification Corporation Limited 3.37% ₹ 1.02 Cr.
Others 10.36%

Other Holdings

Holding TypeHolding Percentage
TREPS 8.21%
Net Receivables 2.16%