Aditya Birla Sun Life Retirement Fund - The 50s Plan

GrowthHybrid Retirement Fund

14.555

8.79%

not rated

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of      for

Total investment 36,000

Total Value Gain Return %
This Fund

41,104

5,104

8.80%

Bank FD

39,824

3,824

6.5%
Gold

40,770

4,770

8.00%

Fund Information

  • 25.09 Cr.

  • Growth

  • 1.93%

  • Hybrid- Retirement Fund

  • Nifty 50 Arbitrage Index

  • 05 Mar 2019

  • Aditya Birla Sun Life Mutual Fund know more

Fund Managed By

Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.66% 12.13% 13.61% 9.50% 27.21% 25.77% 28.01% 10.71%
Category Average -0.15% 4.32% 6.51% 4.45% 13.84% 13.69% 13.24% 8.48%
Aditya Birla Sun Life Retirement Fund - The 50s Plan 0.50% 2.25% 5.04% 6.35% 8.53% 8.79% 5.48% -
ICICI Prudential Retirement Fund Pure Equity Plan -0.24% 12.13% 13.61% 9.50% 27.21% - - -
ICICI Prudential Retirement Fund Hybrid Aggressive Plan 0.23% 10.14% 10.94% 6.74% 22.97% - - -
HDFC Retirement Savings Fund - Equity Plan -0.80% 4.43% 7.63% 1.75% 16.96% 20.52% 25.38% -
Nippon India Retirement Fund - Wealth Creation Scheme 0.18% 5.13% 7.07% -0.60% 18.10% 19.87% 21.14% 10.71%
HDFC Retirement Savings Fund - Hybrid - Equity Plan -0.61% 4.27% 6.97% 2.79% 13.56% 16.26% 18.40% -

Fund Portfolio Details

Equity 23.62%

Debt 46.27%

Others 30.10%

Portfolio Holdings shown is as of 31 Aug 2023

Riskometer