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NAV as of ( Sep 09, 2022 )
₹ 12.16 0.07 % 1-D Change
You get upto 1.31% extra returns
ET Money Rank
Out of 28
Generated returns consistently
Increased returns for each unit of additional risk
Controlled losses during market corrections
Delivered returns without frequent ups and downs
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|ET Money Rank||19 Out of 28|
|Expense ratio||0.65% As on Oct 31, 2021|
|AUM (Fund Size)||₹ 28 Crs|
|Age||3 yrs 6 m Since Feb 19, 2019|
|Benchmark||CRISIL Short Term Debt Hybrid 75+25 Fund|
SIP ₹ 500 &
Lumpsum ₹ 1000
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You would have earned ₹ 1,001 more by investing in ET Money Direct Plan
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Large Cap 17.44%
Mid Cap 5.18%
Small Cap 2%
Other Cap 0%
Consumer Discretionary 2.03%
Karnataka State 8.94%
Housing Development Finance Corpn. Ltd. 7.44%
Cash & Call Money 23.63%
GOI Securities 25.03%
State Development Loan 15.66%
|Fund name||Annual Return %||Consistency||Value Research Rating|
|Kotak Multi Asset Allocator FoF - Dynamic||20.75%|
|IDFC Asset Allocation Aggressive Fund||13.8%|
|Kotak Debt Hybrid Fund||13.12%|
|SBI Conservative Hybrid Fund||12.18%|
|Canara Robeco Conservative Hybrid Fund||11.34%|
|Aditya Birla Sun Life Regular Savings Fund||10.98%|
|Aditya Birla Sun Life Retirement Fund - The 50s Plan||5.26%|
Sign-up for free to compare fund with conservative hybrid funds
|Period||Trailing returns||Category average||Rank within category|
|1 month||0.89%||1.23%||26 / 32|
|3 months||5.3%||6.05%||21 / 32|
|6 months||2.55%||3.74%||27 / 32|
|1 year||2.12%||4.75%||29 / 32|
|3 years||5.26%||9.46%||26 / 28|
Level of Risk in the Scheme
Investors understand that their principal will be at Moderately High risk
HYBRID CONSERVATIVE HYBRID
The Scheme seeks to invests predominantly in debt and money market instruments with marginal allocation to equity and equity related instruments.
Mr. Suvarnkar has done B.Com, Masters in Management Studies (Finance) and Post Graduate Diploma in Securities Law.
Prior to Joining Aditya Birla Sun Life MF, he has worked with Indiabulls Housing Finance Limited,
Mr.Shah has done B.Com. from University of Mumbai & MBA from Somaiya Institute of Management Studies & Research. He also holds CFA designation.
Prior to joining Aditya Birla Sunlife Mutual Fund he has worked with HDFC Mutual Fund, Reliance Mutual Fund, Morgan Stanley.
As on Jun 30, 2022
The Aditya Birla Sun Life Retirement Fund - The 50s Plan is a 3 yrs 6 m old fund and has delivered average annual returns of 5.69% since inception.
NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.
The NAV of Aditya Birla Sun Life Retirement Fund - The 50s Plan for Sep 09, 2022 is 12.16 .
Aditya Birla Sun Life Retirement Fund - The 50s Plan has an ET Money Rank of # 19 of 28 and a consistency rating of 1 .
This indicates the fund has not generated great returns and even those are not very consistent. You might want to look at other funds in its category.
On ET Money, Investing in Aditya Birla Sun Life Retirement Fund - The 50s Plan is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -
The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.
The Expense Ratio of the direct plan of Aditya Birla Sun Life Retirement Fund - The 50s Plan is 0.65%. .
Redeeming your investments in Aditya Birla Sun Life Retirement Fund - The 50s Plan is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.
If you have invested in Aditya Birla Sun Life Retirement Fund - The 50s Plan from anywhere else, you can go to the fund house website and put a request through it.
AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.
The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.
The AUM of Aditya Birla Sun Life Retirement Fund - The 50s Plan is ₹28 Crs.
The Aditya Birla Sun Life Retirement Fund - The 50s Plan's equity portion has been invested in the stocks of the following companies
|Company||Percentage of Portfolio|
|ICICI Bank Ltd.||2.34%|
|HDFC Bank Ltd.||1.99%|
|Housing Development Finance Corpn. Ltd.||1.4%|
|Reliance Industries Ltd.||1.38%|
|Larsen & Toubro Ltd.||1.02%|
|Ultratech Cement Ltd.||0.91%|
|State Bank of India||0.84%|
|Axis Bank Ltd.||0.81%|
|Bharti Airtel Ltd.||0.78%|
The Aditya Birla Sun Life Retirement Fund - The 50s Plan's equity portion is primarily invested in the following sectors -
|Sector||Percentage of Portfolio|
The credit rating of the instruments in which the fund invests represents the quality of the borrower.The Aditya Birla Sun Life Retirement Fund - The 50s Plan's debt portion's allocation by credit quality is given below
|Credit Quality||Percentage of Portfolio|
|Cash & Call Money||23.63%|
The top 3 debt holdings of Aditya Birla Sun Life Retirement Fund - The 50s Plan are as follows
|Holding Name||Percentage of Portfolio|