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

Risk: Moderate
₹ 12.43
NAV (Jul 26,2024)

Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan - IDCW - Direct Plan is a scheme that is geared towards individuals in their 50s who are planning for retirement. This plan offers steady and reliable returns through investments in debt securities. With a minimum investment of INR 1000 and a lock-in period of 5 years, investors can expect long-term growth and stability. As of the established date of March 11, 2019, the scheme's assets under management stand at INR 20.56 crore, with an expense ratio of 0.85%.

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

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Retirement Fund The 50s Plus Debt 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

    -0.01
  • Beta
    UM_URBAN_MONEY

    1.37
  • Sharpe
    UM_URBAN_MONEY

    0.15
  • Sortino
    UM_URBAN_MONEY

    0.28

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.85%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 20.56 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Moderate

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₹ 10,213.48 (2.13%)₹ 10,422.67 (4.23%)₹ 10,728.66 (7.29%)₹ 11,621.98 (16.22%)₹ 13,014.11 (30.14%)
₹ 30,000₹ 30,640.44 (2.13%)₹ 31,268.01 (4.23%)₹ 32,185.98 (7.29%)₹ 34,865.94 (16.22%)₹ 39,042.33 (30.14%)
₹ 50,000₹ 51,067.4 (2.13%)₹ 52,113.35 (4.23%)₹ 53,643.3 (7.29%)₹ 58,109.9 (16.22%)₹ 65,070.55 (30.14%)
₹ 80,000₹ 81,707.84 (2.13%)₹ 83,381.36 (4.23%)₹ 85,829.28 (7.29%)₹ 92,975.84 (16.22%)₹ 1,04,112.88 (30.14%)
₹ 1,00,000₹ 1,02,134.8 (2.13%)₹ 1,04,226.7 (4.23%)₹ 1,07,286.6 (7.29%)₹ 1,16,219.8 (16.22%)₹ 1,30,141.1 (30.14%)

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 India58.28%
  • Summit Digitel Infrastructure Private Limited11.75%
  • GOI JUN STRIPS9.42%
  • REC Limited8.70%
  • HDFC Bank Limited4.99%
  • State Government Securities3.72%
  • GOI DEC STRIPS1.33%
  • Net Receivables Payables1.09%
  • Clearing Corporation of India Limited0.73%

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.

Get your latest Credit Score, FREE

Compare with similar Funds

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

vs

Union Retirement Fund - Regular Plan - Growth

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

vs

Baroda BNP Paribas Retirement Fund - Regular Plan - Growth

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

vs

Nippon India Retirement Fund - Wealth Creation Scheme - Growth

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

vs

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

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

vs

Tata Retirement Savings Fund Moderate Plan - Growth

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

vs

Franklin India Pension Plan - Growth

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

vs

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

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

vs

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

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

vs

ICICI Prudential Retirement Fund - Pure Equity Plan - Growth

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

The Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan - IDCW - Direct Plan has a moderate risk level.

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

The current NAV of the Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan - IDCW - Direct Plan as of Jul 26,2024 is INR 12.43.

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

The Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan - IDCW - Direct Plan has delivered 6.52% returns in the last year, 4.68% in the past 3 years, and $5yearret over the last 5 years.

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

The Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan - IDCW - Direct Plan has a low expense ratio of 0.85%.

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

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

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

Yes, SIP is available for Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan - IDCW - Direct Plan starting at INR 1000/month.

Most Popular on Urban Money

Scheme Other Funds

Most Trusted AMC

Mutual Funds Calculator

Best Other Mutual Funds

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actually is

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertainties

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your