Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Pln Direct Growth
About the Fund
Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Pln Direct Growth is a hybrid fund. This fund was started on 12 March, 2019. The fund is managed by Dhaval Shah, Harshil Suvarnkar. This fund gives you the benefit of diversification.
Key Parameters
- Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Pln Direct Growth has ₹16 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
- The fund has an expense ratio 0.8.
Returns
Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Pln Direct Growth has given a CAGR return of 5.51% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.63%, 4.94% and 5.27% respectively.
Holdings
Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Pln Direct Growth has allocated its funds majorly in Government, Corporate, Cash Equivalent.
Taxation
As it is a retirement mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitGains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Pln Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. There is a lock in period for Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Pln Direct Growth of 5 Years
Fund Overview
| Expense ratio | 0.84% |
Benchmark | CRISIL Short Term Bond TR INR |
| AUM | ₹16 Cr |
| Inception Date | 12 March, 2019 |
| Min Lumpsum/SIP | ₹1000/₹500 |
| Exit Load | 0% |
| Lock In | 5 Years |
TurnOver | 11.74% |
| Risk |   Low to Moderate Risk |
Fund Distributionas on (31-Dec-69)
as on (30-Jun-24)
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 7.27% Govt Stock 2026 | 45.84% | 0% | |
6.57% Govt Stock 2033 | 17.84% | 0% | |
Rural Electrification Corporation Limited | 11.01% | 0% | |
HDFC Bank Limited | 6.28% | 0% | |
07.25 MH Sdl 2026 | 1.54% | 0% |
Mutual Fund Insights
Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Pln Direct Growth Highlights
Low to Moderate Risk
About the fund
AUM size ₹16 Cr
Expense Ratio 0.84%
Frequently Asked Questions
Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Pln Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0.66% | 0.66% |
6 Month Returns | 3.71% | 3.71% |
1 Year Returns | 6.63% | 6.63% |
3 Years Returns | 15.58% | 4.94% |
5 Years Returns | 29.31% | 5.27% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
AAA | 100 |