Groww Logo
Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Plan Direct Growth

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

Solution Oriented
Retirement
Moderate Risk
5Y Lock In
0.51%
1M return
+0.10% 1D
1M
6M
1Y
All
NAV: 26 Nov 2021₹11.76
Min. SIP amount₹500
Rating1
Fund size₹42.83Cr

Returns and rankings

Category: Solution Oriented Retirement
Absolute returns
3M6M1YAll
Fund returns1.1%2.3%3.5%17.6%
Category averageNANA4.7%NA
Rank with in category4818NA
Understand terms

Holdings (13)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec24.7%
EnergyDebenture14.8%
Summit Digitel Infrastructure Pvt. Ltd.
CommunicationDebenture11.5%
GOI
SovereignGOI Sec10.0%
GOI
SovereignGOI Sec6.9%
Karnataka State
OthersSDL4.8%
FinancialBonds4.4%
GOI
SovereignGOI Sec4.1%
Tamilnadu State
OthersSDL3.8%
FinancialDebenture2.6%
See All

Pros and cons

Category: Solution Oriented Retirement

Pros

Exit load is zero
Lower expense ratio: 0.75%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Lower AUM: 42Cr. Funds with lower AUM tend to have higher expense ratio
Lock-in period: 5Y
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 0.75%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Ajay Garg
Feb 2019 - Present
View details
Pranay Sinha
Feb 2019 - Present
View details
Harshil Suvarnkar
Mar 2021 - Present
View details

Fund house & investment objective

Fund house contact details

Compare funds

Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Plan Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 2.0.5
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI