Fund Details
Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Plan Direct Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.87% |
| NAV | ₹11.37 (27 Jan 2021) |
|---|---|
| Fund Started | 10 Mar 2019 |
| Fund Size | ₹62 Cr |
Returns
Comparison
1. Exit load is zero
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 17.6% |
| GOI | Sovereign | GOI Sec | 16.7% |
| Bharat Petroleum Corpn. Ltd. | Energy | Debenture | 10.3% |
| GOI | Sovereign | GOI Sec | 8.9% |
| REC Ltd. | Financial | Bonds/Deb | 8.2% |
| Hindustan Petroleum Corpn. Ltd. | Energy | Debenture | 8.1% |
| GOI | Sovereign | GOI Sec | 8.0% |
| GOI | Sovereign | GOI Sec | 5.2% |
| GOI | Sovereign | GOI Sec | 5.0% |
| State Bank of India | Financial | Bonds/Deb | 3.3% |
Fund Managers
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 ₹62 Cr and the Latest NAV as of 27 Jan 2021 is ₹11.37.
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.
