Aditya Birla SL Retirement-The 50sPlus-Debt-DirGrowth
500
Min SIP
1,000
Min Lumpsum
0.85 %
Expense Ratio
Rating
26
Fund Size (in Cr)
4 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
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 7% | 4.3% | - | 5.3% | ||||
| Category Average | 13.5% | 24.3% | 13.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
C C I
B P C L
GSEC2033
Summit Digitel.
GSEC2027
Others
Advance Ratio
0.22
Alpha
0.67
SD
0.05
Beta
0.49
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
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Solution Oriented .
- Retirement .
-
- 162
-
8.6%Fund Size - 162
-
8.9%Fund Size - 162
-
7.7%Fund Size - 162
-
- Solution Oriented .
- Retirement .
-
- 170
-
12.9%Fund Size - 170
-
8.1%Fund Size - 170
-
8.4%Fund Size - 170
-
- Solution Oriented .
- Retirement .
-
- 2,964
-
12.7%Fund Size - 2,964
-
26.1%Fund Size - 2,964
-
12.8%Fund Size - 2,964
-
- Solution Oriented .
- Retirement .
-
- 2,307
-
14.9%Fund Size - 2,307
-
25.5%Fund Size - 2,307
-
8.2%Fund Size - 2,307
-
- Solution Oriented .
- Retirement .
-
- 992
-
18.7%Fund Size - 992
-
24.4%Fund Size - 992
-
13.5%Fund Size - 992
AMC Contact Details
Aditya Birla Sun Life Mutual Fund
AUM:
2,75,965 Cr
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
Frequently Asked Questions
How to invest in Aditya Birla SL Retirement-The 50sPlus-Debt-DirGrowth ?
You can invest in Aditya Birla SL Retirement-The 50sPlus-Debt-DirGrowth 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 50sPlus-Debt-DirGrowth 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 50sPlus-Debt-DirGrowth ?
The NAV of Aditya Birla SL Retirement-The 50sPlus-Debt-DirGrowth is ₹12.4 as of 02 June 2023.
How to redeem Aditya Birla SL Retirement-The 50sPlus-Debt-DirGrowth 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 50sPlus-Debt-DirGrowth?
The minimum SIP amount of Aditya Birla SL Retirement-The 50sPlus-Debt-DirGrowth is ₹500
How much returns have Aditya Birla SL Retirement-The 50sPlus-Debt-DirGrowth generated ?
The Aditya Birla SL Retirement-The 50sPlus-Debt-DirGrowth has delivered 5.3% since inception
What is the expense ratio of Aditya Birla SL Retirement-The 50sPlus-Debt-DirGrowth ?
The expense ratio of Aditya Birla SL Retirement-The 50sPlus-Debt-DirGrowth is 0.85 % as of 02 June 2023.
What is the AUM of Aditya Birla SL Retirement-The 50sPlus-Debt-DirGrowth?
The AUM of Aditya Birla SL Retirement-The 50sPlus-Debt-DirGrowth is ₹2,75,965 Cr as of 02 June 2023
What are the top stock holdings of Aditya Birla SL Retirement-The 50sPlus-Debt-DirGrowth?
The top stock holdings of Aditya Birla SL Retirement-The 50sPlus-Debt-DirGrowth are
- GSEC2026 - 26.46%
- C C I - 10.73%
- B P C L - 10.67%
- GSEC2033 - 10.01%
- Summit Digitel. - 8.57%