Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan - Regular - Payout of IDCW

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 (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 17.72 Cr As on 30-05-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

11.4091

4.32%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 1.64
Sharpe Ratio -1.18
Alpha -1.88
Beta 0.84
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 - Payout of IDCW 05-03-2019 6.09 5.4 5.4 3.79 -
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 11.39 32.07 27.77 29.92 -
PGIM India Retirement Fund - Regular Plan - Growth Option 15-04-2024 11.02 - - - -
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 8.91 18.17 16.78 13.75 -
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 8.43 19.95 19.09 17.68 12.37
UTI Retirement Fund - Regular Plan 26-12-1994 8.29 14.67 14.47 14.79 9.74
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option 02-02-2019 7.95 26.91 23.65 22.43 -
ICICI Prudential Retirement Fund - Pure Debt - Growth Option 05-02-2019 7.9 7.14 6.81 5.47 -
ICICI Prudential Retirement Fund - Hybrid Conservative - Growth Option 05-02-2019 7.86 12.84 11.87 9.8 -
Franklin India Pension Plan-Growth 31-03-1997 7.56 13.39 13.02 10.92 8.45

Scheme Characteristics

Minimum investment in corporate bonds - 80% of total assets (only in highest rated instruments).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Feedback
Notification