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

13.04
NAV (Mar 1,2024)

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

  • 1M
  • 2M
  • 3M

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

    0.16
  • Sortino
    UM_URBAN_MONEY

    0.29

Fund Overview

1.94%

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

No Lock-in

Lock-in
UM_URBAN_MONEY

28.79 Cr

AUM (Fund Size)
UM_URBAN_MONEY

Index
UM_URBAN_MONEY

SIP ₹1000.00

Min. Investment
UM_URBAN_MONEY

Scheme Riskometer

Investors understand that their principal will be at
Moderately High

Investment Return Calculator

as on Mar 03, 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 %)

10,342.72 (3.43%)10,509.9 (5.10%)11,215.26 (12.15%)11,646.37 (16.46%)-- (--)
31,028.16 (3.43%)31,529.7 (5.10%)33,645.78 (12.15%)34,939.11 (16.46%)-- (--)
51,713.6 (3.43%)52,549.5 (5.10%)56,076.3 (12.15%)58,231.85 (16.46%)-- (--)
82,741.76 (3.43%)84,079.2 (5.10%)89,722.08 (12.15%)93,170.96 (16.46%)-- (--)
1,03,427.2 (3.43%)1,05,099 (5.10%)1,12,152.6 (12.15%)1,16,463.7 (16.46%)-- (--)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

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)

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

OTHER

Very High

45.97%

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

OTHER

Very High

32.53%

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%

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

OTHER

Very High

24.34%

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

OTHER

Very High

22.93%

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

Moderately High

19.67%

UTI Retirement FundUTI Retirement Fund

OTHER

High

18.85%

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

38.81%

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

28.69%

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

OTHER

Very High

27.85%

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

OTHER

Very High

24.49%

UTI Retirement FundUTI Retirement Fund

OTHER

High

20.58%

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

Moderately High

18.88%

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

20.58%

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

OTHER

Very High

13.24%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

13.04%

UTI Retirement FundUTI Retirement Fund

OTHER

High

12.90%

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

OTHER

Very High

9.85%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

9.26%

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

OTHER

Moderate

8.55%

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%

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

OTHER

Very High

14.20%

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

OTHER

Very High

13.57%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

12.55%

UTI Retirement FundUTI Retirement Fund

OTHER

High

11.03%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

9.52%

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