Pros | - | - | ||
Cons | - | - |
INDMoney rank | - | 4/10 | ||
Category,Subcateogry | Allocation,Retirement | Allocation,Retirement | ||
Fund Age | 6 Years | 9 Years | ||
Fund Size | 17 Cr | 6612 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹1000 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.84% | 0.74% | ||
Exit Load | 0% | 0% | ||
Benchmark Index | CRISIL Short Term Bond TR INR | Nifty 500 TR INR |
No of Holdings | - | 72 | ||
Top 5 Holdings | - | HDFC Bank Ltd (9.16%) ICICI Bank Ltd (7.17%) Reliance Industries Ltd (4.21%) Axis Bank Ltd (3.88%) Bharti Airtel Ltd (3.18%) | ||
No of Sectors | - | 11 | ||
Top 3 Sectors | - | Financial Services (35.53%) Industrial (15.77%) Consumer Cyclical (9.62%) | ||
Equity % | - | 89.39% | ||
Debt % | - | - | ||
P/E | - | 23.15 | ||
P/B | - | 3.3 | ||
Credit Quality | - | - | ||
Modified Duration | 3.03 | - | ||
YTM | 6.08 | - |
1-Month Return | -0.21% | -0.7% | ||
3-Month Return | 0.05% | -0.56% | ||
6-Month Return | 3.14% | 12.63% | ||
1-Year Return | 6.39% | -1.91% | ||
3-Year Return | 6.48% | 19.45% | ||
5-Year Return | 5.36% | 24.62% |
Sharpe | 0.04 | 1.22 | ||
Alpha | - | 5.17 | ||
Beta | - | 0.81 | ||
Standard Deviation | 1.2 | 11.09 | ||
Information Ratio | - | 1.15 |
Description | Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Direct Growth is a hybrid fund.This fund gives you the benfit of diversification. | HDFC Retirement Savings Fund - Equity Plan - Direct Plan is a hybrid fund.This fund gives you the benfit of diversification. | ||
Managers | Harshil Suvarnkar | Shobhit Mehrotra,Dhruv Muchhal,Nandita Menezes,Srinivasan Ramamurthy,Arun Agarwal |