INF209KB1J48

Aditya Birla Sun Life Retirement Fund - The 50s Pln Direct Growth

Moderate Risk Retirement Allocation

NAV (Fri Dec 06 2024)

₹15

Returns (Since Inception)

8.46%

Category Average

0.00%

Rating

NA

Allocation and Holdings

Asset class

Weightage

Unknown

69.01%

Financial Services

3.79%

Technology

1.68%

ad banner to download
Get your personalized mutual fund portfolio in 2 minutes.
rating icon4.5

Overall rating

100K+Downloads

Scheme Information

Fund name

Aditya Birla Sun Life Retirement Fund - The 50s Pln Direct Growth


Minimum SIP

500


Risk Level

Moderate Risk


AUM

₹25.71 Cr


ISIN

INF209KB1J48


Inception Date

Mar 12 2019


Standard Deviation

3.731


Beta

-


Sharpe Ratio

0.526


Benchmark

CRISIL Short Term Debt Hyb 75+25 TR INR


Expense Ratio

0.590%


Exit Load

Nil

Risk

Moderate Risk

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. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes¡¯ objectives will be achieved.

Fund Managers

Ajay Garg

Harshil Suvarnkar

About the AMC

Popular Allocation funds

View all Funds

Expert designed mutual fund portfolios

Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns.

Mutual fund cover img

It’s Time to Grow Your Wealth

₹1,000+ cr

AUM

1+ Lac

Investors

stack mb