Aditya Birla Sun Life Mutual Fundimage

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

OthersRetirementIDCW-ReinvestmentGrowthIDCW

Fund Overview

NAV (29 Sep 25)

10.79

AUM (in Cr)

₹ 17.34

5 Years CAGR

% -0.19

Risk Level 

Moderate

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan
-5.33
-5.45
-3.68
-1.17
-1.32
-0.19
Retirement
1.01
-1.59
6.61
-3.09
12.64
11.87

Note:  Benchmark Performance is not available due to periodic changes in underlying Benchmark composition. Performance related to other similar category of funds are displayed here. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

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.

Expense Ratio
% 2.07
Benchmark
0% CRISIL Short-Term Bond Fund Index
AUM
₹ 17.34
Inception Date
19 Feb 2019
Turnover Ratio
% 32.00
Exit Load
Nil
Asset Class
Others

Total AUM

₹ 382889.63

No. of Schemes under this AMC

121

Phone

43568008/ 8000

Email

abslamc.cs@adityabirlacapital.com

Incorporation Date

12/23/1994

Address

One World Center, Tower 1, 17th Floor,, Jupiter Mills,, Senapati Bapat Marg,

Mumbai - 400013

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