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- Aditya Birla Sun Life Retirement Fund The 50s Plan Idcw Direct Plan
Aditya Birla Sun Life Retirement Fund The 50s Plan Idcw Direct Plan
NAV (Apr 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 Ratio0
- P/B Ratio0
- Alpha0.00
- Beta0.83
- Sharpe0.20
- Sortino0.36
Fund Overview
0.62%
0%
No Lock-in
₹ 28.79 Cr
SIP ₹1000.00
Scheme Riskometer
Investors understand that their principal will be at
Moderately High
Investment Return Calculator
as on Apr 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 | ₹ 10,299.82 (3.00%) | ₹ 10,759.27 (7.59%) | ₹ 11,359.74 (13.60%) | ₹ 12,177.82 (21.78%) | ₹ 14,076.9 (40.77%) |
₹ 30,000 | ₹ 30,899.46 (3.00%) | ₹ 32,277.81 (7.59%) | ₹ 34,079.22 (13.60%) | ₹ 36,533.46 (21.78%) | ₹ 42,230.7 (40.77%) |
₹ 50,000 | ₹ 51,499.1 (3.00%) | ₹ 53,796.35 (7.59%) | ₹ 56,798.7 (13.60%) | ₹ 60,889.1 (21.78%) | ₹ 70,384.5 (40.77%) |
₹ 80,000 | ₹ 82,398.56 (3.00%) | ₹ 86,074.16 (7.59%) | ₹ 90,877.92 (13.60%) | ₹ 97,422.56 (21.78%) | ₹ 1,12,615.2 (40.77%) |
₹ 1,00,000 | ₹ 1,02,998.2 (3.00%) | ₹ 1,07,592.7 (7.59%) | ₹ 1,13,597.4 (13.60%) | ₹ 1,21,778.2 (21.78%) | ₹ 1,40,769 (40.77%) |
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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%
- Miscellaneous54.76%
- Bank - Private6.11%
- IT - Software1.56%
- Bank - Public1.42%
- Electric Equipment1.00%
- Auto Ancillary0.95%
- Insurance0.81%
- Metal - Non Ferrous0.64%
- Cable0.61%
- Cigarettes/Tobacco0.41%
- Finance - NBFC0.31%
- Restaurants0.30%
- Bearings0.22%
- Logistics0.15%
Holdings Analysis
Peer Comparison
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- 1Y
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- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Nippon India Retirement Fund - Wealth Creation Scheme - Growth | OTHER | Very High | 38.13% |
Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth | OTHER | Very High | 34.96% |
Bandhan Retirement Fund - Regular Plan - IDCW | OTHER | Very High | 30.71% |
Union Retirement Fund - Regular Plan - Growth | OTHER | Very High | 30.65% |
HDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth | OTHER | Very High | 29.32% |
Tata Retirement Savings Fund Moderate Plan - Growth | OTHER | Very High | 25.84% |
UTI Retirement Fund | OTHER | High | 24.13% |
Franklin India Pension Plan - Growth | OTHER | Moderately High | 23.49% |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | OTHER | Very High | 21.43% |
LIC MF Unit Linked Insurance Scheme | OTHER | Very High | 17.94% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ICICI Prudential Retirement Fund - Pure Equity Plan - Growth | OTHER | Very High | 47.95% |
Nippon India Retirement Fund - Wealth Creation Scheme - Growth | OTHER | Very High | 44.65% |
HDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth | OTHER | Very High | 37.48% |
Union Retirement Fund - Regular Plan - Growth | OTHER | Very High | 35.99% |
Tata Retirement Savings Fund Moderate Plan - Growth | OTHER | Very High | 31.87% |
Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth | OTHER | Very High | 31.62% |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | OTHER | Very High | 27.85% |
LIC MF Unit Linked Insurance Scheme | OTHER | Very High | 20.23% |
UTI Retirement Fund | OTHER | High | 20.14% |
Franklin India Pension Plan - Growth | OTHER | Moderately High | 19.25% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ICICI Prudential Retirement Fund - Pure Equity Plan - Growth | OTHER | Very High | 27.04% |
HDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth | OTHER | Very High | 26.80% |
Nippon India Retirement Fund - Wealth Creation Scheme - Growth | OTHER | Very High | 21.27% |
Tata Retirement Savings Fund Moderate Plan - Growth | OTHER | Very High | 14.72% |
UTI Retirement Fund | OTHER | High | 13.46% |
LIC MF Unit Linked Insurance Scheme | OTHER | Very High | 13.04% |
Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth | OTHER | Very High | 11.44% |
Franklin India Pension Plan - Growth | OTHER | Moderately High | 9.72% |
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth | OTHER | Moderate | 8.19% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth | OTHER | Very High | 21.41% |
Nippon India Retirement Fund - Wealth Creation Scheme - Growth | OTHER | Very High | 13.44% |
Tata Retirement Savings Fund Moderate Plan - Growth | OTHER | Very High | 13.21% |
LIC MF Unit Linked Insurance Scheme | OTHER | Very High | 12.55% |
UTI Retirement Fund | OTHER | High | 10.80% |
Franklin India Pension Plan - Growth | OTHER | Moderately High | 9.22% |
Fund Managers
Mr. Dhaval ShahFund Manager
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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Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan
Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan
Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan
Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan
Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan
Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan
Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan
Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan
Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan
Aditya Birla Sun Life Retirement Fund - The 50s Plan - IDCW - Direct Plan
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