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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 Years

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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

  • ₹ 11.535

    as on 03 Dec 2021
  • Regular - Growth

  • -

  • ₹ 1,000

  • ₹ 33 Cr.

    as on 03 Dec 2021
  • 2%

    since 31 May 2021
  • 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 ₹ 11.535 as on 03 Dec 2021.

This fund has 2 years of track record. Since 31 May 2021 expense ratio of this fund is 2%. 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 5.95% 22.50% 29.76% 54.66% 29.94% 20.86% 17.81% 9.45% 55.27% 49.31% 32.05% 21.00% 9.17%
Category Average -0.04% 3.91% 9.43% 18.92% 12.46% 9.75% 9.84% 9.45% 16.56% 19.95% 17.61% 12.58% 9.17%
Aditya Birla Sun Life Retirement Fund - 50s Plan 0.38%₹ 10,038 0.74%₹ 10,073 1.77%₹ 10,176 2.38%₹ 10,237 3.36%₹ 12,216 4.78%₹ 10,981 3.77%₹ 24,949 - - - - - -
HDFC Retirement Savings Fund - Equity Plan -2.05%₹ 9,794 3.46%₹ 10,346 13.59%₹ 11,358 48.39%₹ 14,838 36.06%₹ 14,224 29.94%₹ 16,896 44.67%₹ 36,057 20.86%₹ 17,663 32.05%₹ 56,889 17.81%₹ 22,715 21.00%₹ 1,01,159 - -
HDFC Retirement Savings Fund - Hybrid - Equity Plan -0.64%₹ 9,935 1.60%₹ 10,159 8.50%₹ 10,850 32.14%₹ 13,213 22.42%₹ 13,406 21.48%₹ 14,764 30.29%₹ 31,979 16.50%₹ 15,819 23.01%₹ 50,343 14.87%₹ 20,014 16.50%₹ 90,642 - -
Nippon India Retirement Fund - Wealth Creation Scheme -3.11%₹ 9,689 2.54%₹ 10,254 14.61%₹ 11,461 39.33%₹ 13,932 30.23%₹ 13,877 15.57%₹ 13,362 34.66%₹ 33,201 11.42%₹ 13,834 22.03%₹ 49,664 12.14%₹ 17,748 13.30%₹ 83,757 - -
HDFC Retirement Savings Fund - Hybrid - Debt Plan 0.95%₹ 10,094 2.16%₹ 10,215 4.31%₹ 10,430 11.22%₹ 11,122 10.07%₹ 12,642 9.88%₹ 12,076 11.50%₹ 26,934 9.39%₹ 13,094 10.38%₹ 42,073 7.75%₹ 14,531 8.58%₹ 74,488 - -
Tata Retirement Saving Fund -0.44%₹ 9,955 0.51%₹ 10,051 3.80%₹ 10,380 9.24%₹ 10,923 7.69%₹ 12,492 9.42%₹ 11,976 10.46%₹ 26,662 9.17%₹ 13,013 9.90%₹ 41,780 8.22%₹ 14,847 8.47%₹ 74,281 9.45%₹ 24,687 9.17%₹ 1,92,808

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Retirement Fund - 50s Plan as on 07 Dec 2021 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    82.89%
  • Others Holdings:

    17.11%

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

Instrument TypeHolding PercentageHolding Values in Crore
GOI 56.07% ₹ 17.39 Cr.
NCD & Bonds 26.82% ₹ 8.31 Cr.
Others 17.11% -

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

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 56.07% ₹ 17.39 Cr.
Bond - Hindustan Petroleum Corporation Ltd. 9.66% ₹ 2.99 Cr.
Bond - Housing Development Finance Corporation Ltd. 7.05% ₹ 2.19 Cr.
Bond - Bharat Petroleum Corporation Ltd. 6.81% ₹ 2.11 Cr.
Bond - Rural Electrification Corporation Limited 3.30% ₹ 1.02 Cr.
Others 17.11%

Other Holdings

Holding TypeHolding Percentage
TREPS 15.55%
Net Receivables 1.56%