Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Plan Direct Growth-0.03%

7.70%
1 Year Return
Debt
Corporate Bond
2.0star
6M
1Y
All

Fund Details

Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Plan Direct Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio0.87%
NAV11.29 (28 Oct 2020)
Fund Started10 Mar 2019
Fund Size64 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Plan Direct Growth
7.7%
NA
NA
7.7%
Category Average
10.0%
7.6%
7.8%
-
Rank within category
19
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 7.7% annual returns

    Comparison

    Data not available
    Pros
    1. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Age is less than 3 years
    3. Risk-adjusted returns are lower compared to the category
    4. 1Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec16.8%
    GOISovereignGOI Sec16.0%
    Bharat Petroleum Corpn. Ltd.EnergyDebenture10.1%
    GOISovereignGOI Sec8.5%
    REC Ltd.FinancialBonds/Deb8.0%
    GOISovereignGOI Sec7.7%
    GOISovereignGOI Sec5.0%
    GOISovereignGOI Sec4.8%
    State Bank of IndiaFinancialBonds/Deb3.2%
    REC Ltd.FinancialBonds2.9%
    See All

    Fund Managers

    addPranay Sinha
    Education
    Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta.
    Experience
    Prior to joining BSLAMC , he has worked with BNP Paribas Bank (October 2010 - August,2014) , Morgan Stanley Investment Management Pvt. Ltd. (March 2008 - October 2010) and ICICI Prudential Asset Management Co. Ltd. ( October 2005 - March 2008).
    Funds Managed

    Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Plan Direct Growth Details

    Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Plan Direct Growth is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 10 Mar 2019. Ajay Garg is the Current Fund Manager of Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹64 Cr and the Latest NAV as of 28 Oct 2020 is ₹11.29.

    The Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Plan Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000.

    Investment Objective

    The Scheme seeks to invests in various debt securities and money market instruments issued by corporates and/or state and central government.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    23 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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