Aditya Birla Sun Life Retirement Fund - The 50s Plus-Debt Plan Add to compare
11.0656
-0.0033
(-0.03%)
1 day change as on 02 Dec 2020
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 Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 64.25
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 1000
Launch Date Fund Manager Last Dividend
05-03-2019 Ajay Garg,Pranay Sinha 0.00
Benchmark Email / Website Bonus
CRISIL Short Term Bond Fund Index connect@birlasunlife.com / www.birlasunlife.com
AMC Name
Aditya Birla Sun Life Asset Management Company Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Aditya Birla Sun Life Retirement Fund - The 50s Plus-Debt Plan 62.66 0.47 1.51 2.68 5.99 -- -- 5.99
HDFC Retirement Savings Fund - Equity Plan 1013.58 12.87 13.25 34.65 12.81 4.85 -- 14.82
HDFC Retirement Savings Fund - Hybrid - Equity Plan 448.11 9.94 10.98 26.57 11.21 6.79 -- 14.41
ICICI Prudential Retirement Fund - Pure Debt Plan 456.61 0.83 2.15 5.23 10.24 -- -- 10.82
ICICI Prudential Retirement Fund - Hybrid Conservative Plan 51.05 2.93 3.81 10.30 9.94 -- -- 9.62
UTI Retirement Benefit Pension Fund (RBP) 2904.02 6.10 6.35 15.72 9.64 2.97 6.73 9.68
Top 10 Holdings
Company Name Sector Name Asset %
7.27 GOI Apr 8 2026 Sovereign 17.33
6.45 GOI Oct 7 2029 Sovereign 16.48
CBLO(CCIL) Current Assets 11.2
8.02 Bharat Petroleum Corporation Ltd. Mar 11 2024 OIL & GAS 10.29
7.59 GOI Jan 11 2026 Sovereign 8.76
 
Company Name Sector Name Asset %
8.15 REC LTD. Jun 18 2021 Financial Services 8.19
5.77 GOI Aug 3 2030 Sovereign 7.92
7.37 GOI Apr 16 2023 Sovereign 5.12
6.57 GOI Dec 5 2033 Sovereign 4.92
8.39 State Bank of India Financial Services 3.26
AUM Movement
Asset Allocation