Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan-Regular Plan-Growth
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Retirement Fund |
| Launch Date: 05-03-2019 |
| Asset Class: Fixed Income |
| Benchmark: BSE India Bond Index |
| TER: 2.07% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 15.43 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
12.677
0 (0.03%)
4.24%
Benchmark: 11.66%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced 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
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme seeks to invests in various debt securities and money market instruments issued by corporates and/or state and central government.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 1.62 |
| Sharpe Ratio | -1.67 |
| Alpha | -1.85 |
| Beta | 0.61 |
| Yield to Maturity | 6.92 |
| Average Maturity | 7.23 |
PEER COMPARISON
Scheme Characteristics
Minimum investment in corporate bonds - 80% of total assets (only in highest rated instruments).
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
