| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.87% |
| NAV | ₹11.29 (28 Oct 2020) |
|---|---|
| Fund Started | 10 Mar 2019 |
| Fund Size | ₹64 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 16.8% |
| GOI | Sovereign | GOI Sec | 16.0% |
| Bharat Petroleum Corpn. Ltd. | Energy | Debenture | 10.1% |
| GOI | Sovereign | GOI Sec | 8.5% |
| REC Ltd. | Financial | Bonds/Deb | 8.0% |
| GOI | Sovereign | GOI Sec | 7.7% |
| GOI | Sovereign | GOI Sec | 5.0% |
| GOI | Sovereign | GOI Sec | 4.8% |
| State Bank of India | Financial | Bonds/Deb | 3.2% |
| REC Ltd. | Financial | Bonds | 2.9% |
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.
The Scheme seeks to invests in various debt securities and money market instruments issued by corporates and/or state and central government.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.