Aditya Birla Sun Life Retirement Fund The 50s Plan Idcw Direct Plan

Risk: Moderately High
₹ 13.77
NAV (Jul 26,2024)

Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan is a mutual fund designed for individuals in their 50s, offered by Aditya Birla Sun Life. With an expense ratio of 0.62%, this plan allows a minimum investment of INR 1,000. Established on March 11, 2019, it has an AUM (Asset Under Management) of INR 28.79. This plan has a lock period of 5 years, providing individuals a secure and effective way to save for their retirement.

Aditya Birla Sun Life Retirement Fund The 50s Plan Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Retirement Fund The 50s Plan Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    0.83
  • Sharpe
    UM_URBAN_MONEY

    0.20
  • Sortino
    UM_URBAN_MONEY

    0.36

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.62%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 28.79 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Moderately High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,411.01 (4.11%)₹ 10,723.16 (7.23%)₹ 11,223.49 (12.23%)₹ 12,522.71 (25.23%)₹ 14,245.04 (42.45%)
₹ 30,000₹ 31,233.03 (4.11%)₹ 32,169.48 (7.23%)₹ 33,670.47 (12.23%)₹ 37,568.13 (25.23%)₹ 42,735.12 (42.45%)
₹ 50,000₹ 52,055.05 (4.11%)₹ 53,615.8 (7.23%)₹ 56,117.45 (12.23%)₹ 62,613.55 (25.23%)₹ 71,225.2 (42.45%)
₹ 80,000₹ 83,288.08 (4.11%)₹ 85,785.28 (7.23%)₹ 89,787.92 (12.23%)₹ 1,00,181.68 (25.23%)₹ 1,13,960.32 (42.45%)
₹ 1,00,000₹ 1,04,110.1 (4.11%)₹ 1,07,231.6 (7.23%)₹ 1,12,234.9 (12.23%)₹ 1,25,227.1 (25.23%)₹ 1,42,450.4 (42.45%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Government of India48.59%
  • Clearing Corporation of India Limited10.80%
  • HDFC Bank Limited8.89%
  • State Government Securities5.27%
  • Net Receivables Payables3.23%
  • ICICI Bank Limited2.19%
  • Infosys Limited1.56%
  • Larsen & Toubro Limited1.06%
  • State Bank of India0.99%
  • Jupiter Life Line Hospitals Ltd0.91%
  • GOI DEC STRIPS0.91%
  • IndusInd Bank Limited0.83%
  • Fortis Healthcare Limited0.82%
  • Utkarsh Small Finance Bank Ltd0.75%
  • Craftsman Automation Ltd0.73%
  • UltraTech Cement Limited0.69%
  • Hindustan Unilever Limited0.68%
  • Sun Pharmaceutical Industries Limited0.67%
  • Tata Motors Limited0.65%
  • Hindalco Industries Limited0.64%
  • POLYCAB INDIA Limited0.61%
  • HDFC Life Insurance Company Limited0.60%
  • Axis Bank Limited0.58%
  • V Guard Industries Limited0.58%
  • Bharti Airtel Limited0.54%
  • Brigade Enterprises Limited0.53%
  • Bank of Baroda0.43%
  • Honeywell Automation India Limited0.42%
  • TD Power Systems Limited0.42%
  • ITC Limited0.41%
  • Bajaj Auto Limited0.41%
  • Dixon Technologies India Limited0.41%
  • Somany Ceramics Limited0.37%
  • Flair Writing Industries Ltd0.33%
  • Strides Pharma Science Limited0.32%
  • Westlife Development Ltd0.30%
  • Torrent Pharmaceuticals Limited0.29%
  • ACC Limited0.27%
  • Bajaj Finance Limited0.24%
  • Cipla Limited0.23%
  • TIMKEN INDIA LTD0.22%
  • SJS Enterprises Pvt Limited0.22%
  • Star Health & Allied Insurance Limited0.22%
  • Container Corporation of India Limited0.15%
  • Cholamandalam Investment and Finance Company Limited0.07%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

37.59%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

36.70%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

34.34%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

30.65%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

29.32%

Bandhan Retirement Fund - Regular Plan - IDCWBandhan Retirement Fund - Regular Plan - IDCW

OTHER

Very High

25.28%

UTI Retirement FundUTI Retirement Fund

OTHER

High

23.86%

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

21.43%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

20.03%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

17.94%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

47.95%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

41.74%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

37.48%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

35.99%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

30.19%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

30.19%

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

27.85%

UTI Retirement FundUTI Retirement Fund

OTHER

High

20.62%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

20.23%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

18.83%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

27.04%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

26.80%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

19.81%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

15.13%

UTI Retirement FundUTI Retirement Fund

OTHER

High

13.19%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

13.04%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

11.08%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

10.17%

SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth

OTHER

Moderate

8.77%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

21.41%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

16.51%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

14.46%

UTI Retirement FundUTI Retirement Fund

OTHER

High

13.37%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

12.55%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

10.23%

Show all Funds

Fund Managers

DS

Mr. Dhaval ShahFund Manager

HS

Mr. Harshil SuvarnkarFund Manager - Fixed Income

Mr. Harshil Suvarnkar has an overall experience of 10 years in the financial services industry. Prior to joining ABSLAMC he was associated with Indiabulls HousingFinance Limited for 10 years as Head -Markets, Treasury handling treasury investments, Asset Liability Management (ALM) and capital market borrowing.

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Compare with similar Funds

Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan

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Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan

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Tata Retirement Savings Fund Moderate Plan - Growth

Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan

vs

Franklin India Pension Plan - Growth

Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan

vs

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan

vs

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan

vs

Nippon India Retirement Fund - Wealth Creation Scheme - Growth

Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan

vs

UTI Retirement Fund

FAQ's

What is the risk level associated with the Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan?

The Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan is a mutual fund with a Moderately High risk profile.

What is the current NAV (Net Asset Value) of the Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan as of Jul 26,2024?

The current NAV of the Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan as of Jul 26,2024 is INR 13.77.

What are the returns generated by the Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan over the past 1, 3, and 5 years?

The Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan has delivered impressive returns of 12.37% in the past year, 6.37% in the past 3 years, and $5yearret over the past 5 years.

What is the expense ratio associated with the Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan?

The Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan has a low expense ratio of 0.62%.

What is the minimum investment amount required for the Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan?

The Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan has a minimum investment requirement of INR 1000.

Is there a systematic investment plan (SIP) available for the Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan?

Yes, Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan offers SIP investment option with a minimum monthly amount of INR 1000.

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