INF209KB1J14

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

Moderate Risk Retirement Allocation

NAV (Fri Dec 20 2024)

₹14

Returns (Since Inception)

6.73%

Category Average

0.00%

Rating

NA

Allocation and Holdings

Asset class

Weightage

Unknown

68.03%

Financial Services

4.50%

Technology

1.76%

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Overall rating

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Scheme Information

Fund name

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


Minimum SIP

500


Risk Level

Moderate Risk


AUM

₹26.17 Cr


ISIN

INF209KB1J14


Inception Date

Mar 12 2019


Standard Deviation

3.728


Beta

-


Sharpe Ratio

0.157


Benchmark

CRISIL Short Term Debt Hyb 75+25 TR INR


Expense Ratio

1.910%


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

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