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 (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 25.98 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 42% | Exit Load: Nil |
14.4958
0.02 (0.1069%)
6.1%
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
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 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 | 3.93 |
| Sharpe Ratio | 0.43 |
| Alpha | -1.03 |
| Beta | 0.72 |
| Yield to Maturity | 6.88 |
| Average Maturity | 3.69 |
PEER COMPARISON
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
Small Cap
3.8%
Others
77.29%
Large Cap
15.49%
Mid Cap
3.41%
