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Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Plan Direct Growth+0.02%

6.95%
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%
NAV₹11.37 (27 Jan 2021)
Fund Started10 Mar 2019
Fund Size62 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
7.0%
-
-
6.8%
Category Average
8.9%
7.8%
7.8%
-
Rank Within Category
19
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 7.0% returns per annum

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 Sec17.6%
GOISovereignGOI Sec16.7%
Bharat Petroleum Corpn. Ltd.EnergyDebenture10.3%
GOISovereignGOI Sec8.9%
REC Ltd.FinancialBonds/Deb8.2%
Hindustan Petroleum Corpn. Ltd.EnergyDebenture8.1%
GOISovereignGOI Sec8.0%
GOISovereignGOI Sec5.2%
GOISovereignGOI Sec5.0%
State Bank of IndiaFinancialBonds/Deb3.3%
See All

Fund Managers

Pranay Sinha
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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.

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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