Aditya Birla Sun Life Mutual Fundimage

Aditya Birla Sun Life Retirement Fund - The 50s Plan

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Fund Overview

NAV (20 Dec 24)

₹ 12.13

AUM (in Cr)

₹ 25.95

5 Years CAGR

% 3.01

Risk Level 

Moderately High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Aditya Birla Sun Life Retirement Fund - The 50s Plan
0.89
-7.49
-3.50
-4.94
1.71
3.01
Nifty 50 Hybrid Composite Debt 15:85 Index
1.67
2.73
5.58
10.43
7.43
8.84
Retirement
1.87
6.95
13.34
26.47
13.72
15.58

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

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.

Expense Ratio
% 1.91
Benchmark
Nifty 50 Hybrid Composite Debt 15:85 Index
AUM
₹ 25.95
Inception Date
19 Feb 2019
Turnover Ratio
% 11.00
Exit Load
Nil
Asset Class
Others
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Aditya Birla Sun Life Mutual Fund

Total AUM

₹ 384326.89

No. of Schemes under this AMC

118

Phone

43568000

Email

care.mutualfunds@adityabirlacapital.com

Incorporation Date

12/23/1994

Address

One World Center, Tower 1, 17th Floor,, Jupiter Mills,, Senapati Bapat Marg,

Mumbai - 400013

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Aditya Birla Sun Life Mutual Fundimage

Aditya Birla Sun Life Retirement Fund - The 50s Plan

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