Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Retirement Fund |
| Launch Date: 05-03-2019 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Short Term Debt Hybrid 75+25 Index |
| TER: 1.93% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1,000 |
| Minimum Topup: 1,000 |
| Total Assets: 25.09 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 42% | Exit Load: Nil |
14.0333
0.01 (0.0527%)
5.74%
Benchmark: 9.79%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Conservative TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme seeks to invests predominantly in debt and money market instruments with marginal allocation to equity and equity related instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 3.86 |
| Sharpe Ratio | 0.01 |
| Alpha | -1.04 |
| Beta | 0.71 |
| Yield to Maturity | 6.88 |
| Average Maturity | 3.69 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth | 05-03-2019 | 7.29 | 10.07 | 7.16 | 5.57 | - |
| Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth | 01-03-2019 | 10.94 | 19.51 | 11.98 | 15.6 | - |
| UTI Retirement Fund - Regular Plan | 26-12-1994 | 9.59 | 15.83 | 11.74 | 16.15 | 9.25 |
| Axis Retirement Fund - Dynamic Plan - Regular Growth | 05-12-2019 | 9.09 | 21.62 | 13.01 | 15.29 | - |
| Axis Retirement Fund - Aggressive Plan - Regular Growth | 01-12-2019 | 8.9 | 21.17 | 11.57 | 15.44 | - |
Scheme Characteristics
Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
