Aditya Birla SL Retirement-The 50s Plan-Dir Growth

Solution Oriented · Retirement
 · 
500
Min SIP
1,000
Min Lumpsum
0.62 %
Expense Ratio
Rating
28
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 23 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 13.6% 6.7% - 6.9%
Category Average - - - -

Scheme Allocation

By Holding
By Sector
By Asset
2.22%
1.68%
1.44%
Others
92.5%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 2.22%
Infosys IT - Software Equity 1.68%
HDFC Bank Banks Equity 1.44%
St Bk of India Banks Equity 1.17%
Larsen & Toubro Infrastructure Developers & Operators Equity 0.99%
Fortis Health. Healthcare Equity 0.84%
Sun Pharma.Inds. Pharmaceuticals Equity 0.8%
Utkarsh Small F. Banks Equity 0.78%
IndusInd Bank Banks Equity 0.76%
UltraTech Cem. Cement Equity 0.64%
V-Guard Industri Capital Goods - Electrical Equipment Equity 0.62%
Hind. Unilever FMCG Equity 0.59%
Bharti Airtel Telecomm-Service Equity 0.58%
Brigade Enterpr. Realty Equity 0.58%
Axis Bank Banks Equity 0.57%
HDFC Life Insur. Insurance Equity 0.54%
Hindalco Inds. Non Ferrous Metals Equity 0.53%
Jupiter Life Lin Healthcare Equity 0.52%
Bank of Baroda Banks Equity 0.51%
Polycab India Cables Equity 0.5%
Bajaj Auto Automobile Equity 0.48%
Max Financial Finance Equity 0.48%
TD Power Systems Capital Goods - Electrical Equipment Equity 0.44%
Tata Motors Automobile Equity 0.44%
Strides Pharma Pharmaceuticals Equity 0.4%
Dixon Technolog. Consumer Durables Equity 0.39%
ITC Tobacco Products Equity 0.36%
CIE Automotive Castings, Forgings & Fastners Equity 0.36%
Somany Ceramics Ceramic Products Equity 0.34%
Torrent Pharma. Pharmaceuticals Equity 0.32%
ACC Cement Equity 0.32%
Westlife Food Quick Service Restaurant Equity 0.3%
Flair Writing Printing & Stationery Equity 0.26%
Cipla Pharmaceuticals Equity 0.26%
Voltas Consumer Durables Equity 0.25%
Star Health Insu Insurance Equity 0.22%
SJS Enterprises Auto Ancillaries Equity 0.22%
Bajaj Finance Finance Equity 0.21%
Timken India Bearings Equity 0.19%
Container Corpn. Logistics Equity 0.17%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.13%
Cholaman.Inv.&Fn Finance Equity 0.07%
Debt
73.22%
Banks
7.36%
Cash & Others
3%
IT-Software
1.67%
Pharmaceuticals & Biotech
1.66%
Others
13.09%
View all Sectors
Sectors Asset
Debt 73.22%
Banks 7.36%
Cash & Others 3%
IT-Software 1.67%
Pharmaceuticals & Biotech 1.66%
Consumer Durables 1.56%
Healthcare Services 1.29%
Insurance 1.22%
Construction 1.04%
Auto Components 1.04%
Diversified FMCG 1.02%
Cement & Cement Products 0.97%
Automobiles 0.89%
Industrial Products 0.71%
Telecom-Services 0.61%
Non-Ferrous Metals 0.6%
Realty 0.6%
Electrical Equipments 0.48%
Household Products 0.31%
Leisure Services 0.3%
Finance 0.29%
Transport Services 0.16%
Govt Securities / Sovereign
54.58%
Equity
23.47%
Reverse Repos
12.38%
Corporate Debentures
7.1%
Net Curr Ass/Net Receivables
2.47%
Others
0%

Advance Ratio

-2.48
Alpha
1.02
SD
0.18
Beta
-0.25
Sharpe

Exit Load

Exit Load Nil

Fund 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

Dhaval Shah

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

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Frequently Asked Questions

How to invest in Aditya Birla SL Retirement-The 50s Plan-Dir Growth ?

You can invest in Aditya Birla SL Retirement-The 50s Plan-Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Aditya Birla SL Retirement-The 50s Plan-Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Aditya Birla SL Retirement-The 50s Plan-Dir Growth ?

The NAV of Aditya Birla SL Retirement-The 50s Plan-Dir Growth is ₹13.9 as of 23 February 2024.

How to redeem Aditya Birla SL Retirement-The 50s Plan-Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Aditya Birla SL Retirement-The 50s Plan-Dir Growth?

The minimum SIP amount of Aditya Birla SL Retirement-The 50s Plan-Dir Growth is ₹500

What are the top sectors Aditya Birla SL Retirement-The 50s Plan-Dir Growth has invested in?

The top sectors Aditya Birla SL Retirement-The 50s Plan-Dir Growth has invested in are
  1. Debt - 73.22%
  2. Banks - 7.36%
  3. Cash & Others - 3%
  4. IT-Software - 1.67%
  5. Pharmaceuticals & Biotech - 1.66%

Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL Retirement-The 50s Plan-Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL Retirement-The 50s Plan-Dir Growth based on your investment objective and risk tolerance.

How much returns have Aditya Birla SL Retirement-The 50s Plan-Dir Growth generated ?

The Aditya Birla SL Retirement-The 50s Plan-Dir Growth has delivered 6.9% since inception

What is the expense ratio of Aditya Birla SL Retirement-The 50s Plan-Dir Growth ?

The expense ratio of Aditya Birla SL Retirement-The 50s Plan-Dir Growth is 0.62 % as of 23 February 2024.

What is the AUM of Aditya Birla SL Retirement-The 50s Plan-Dir Growth?

The AUM of Aditya Birla SL Retirement-The 50s Plan-Dir Growth is ₹3,12,323 Cr as of 23 February 2024

What are the top stock holdings of Aditya Birla SL Retirement-The 50s Plan-Dir Growth?

The top stock holdings of Aditya Birla SL Retirement-The 50s Plan-Dir Growth are
  1. ICICI Bank - 2.22%
  2. Infosys - 1.68%
  3. HDFC Bank - 1.44%
  4. St Bk of India - 1.17%
  5. Larsen & Toubro - 0.99%

How can I redeem my investments in Aditya Birla SL Retirement-The 50s Plan-Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Retirement-The 50s Plan-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now