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: CRISIL Short-Term Bond Index |
| TER: 2.07% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1,000 |
| Minimum Topup: 1,000 |
| Total Assets: 17.43 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
13.1969
0 (0.0371%)
4.4%
Benchmark: 8.31%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
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 primary investment objective of the Scheme is income generation and capital appreciation for its investors which will be in line with their retirement goals by investing in a mix of equity, equity related instruments along with debt and money market instruments. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 1.62 |
| Sharpe Ratio | -1.67 |
| Alpha | -1.85 |
| Beta | 0.61 |
| Yield to Maturity | 6.94 |
| Average Maturity | 7.04 |
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 Plus-Debt Plan-Regular Plan-Growth | 05-03-2019 | 5.61 | 5.78 | 5.36 | 3.86 | - |
| ICICI Prudential Retirement Fund - Pure Equity - Growth Option | 01-02-2019 | 8.69 | 25.21 | 22.82 | 26.95 | - |
| PGIM India Retirement Fund - Regular Plan - Growth Option | 15-04-2024 | 6.88 | - | - | - | - |
| ICICI Prudential Retirement Fund - Hybrid Conservative - Growth Option | 05-02-2019 | 6.68 | 10.95 | 10.49 | 8.82 | - |
| ICICI Prudential Retirement Fund - Pure Debt - Growth Option | 05-02-2019 | 6.65 | 6.83 | 6.49 | 5.16 | - |
Scheme Characteristics
Minimum investment in corporate bonds - 80% of total assets (only in highest rated instruments).
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.01%
