Aditya Birla Sun Life Retirement The 50s IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Aditya Birla Sun Life Retirement The 50s IDCW Reinvest Direct Plan

NAV
₹13.7286
+0.02%
(2 Sep)
AUM
26 Cr
TER
0.61%
Risk
Moderate Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+5.2%
+5.1%
+3.7%
+1.2%
-4.5%
3Y
+9.1%
+24.1%
+20.8%
+15.7%
+17.5%
5Y
+6.7%
+28.6%
+21.7%
+15.8%
+21.2%
ALL
NA
+21.4%
+17.4%
+12.7%
+11.4%
VOL
3.1%
17.9%
14.1%
16.5%
15.7%
TER
0.6%
0.7%
0.8%
1.2%
1.0%
AUM
₹26 Cr
₹1,333 Cr
₹902 Cr
₹411 Cr
₹3,218 Cr
INFO
0.00
1.19
1.23
0.77
0.72
See fund holdings as of 15th Aug
Top holdings
7.18% Govt Stock 2033
19.6%
7.27% Govt Stock 2026
19.1%
Clearing Corporation Of India Limited
11.4%
7.26% Govt Stock 2033
8.9%
HDFC Bank Limited - NCD & Bonds
7.9%
6.57% Govt Stock 2033
3.8%
7.17% Govt Stock 2030
2.9%
HDFC Bank Ltd
2.3%
Net Receivables / (Payables)
2.0%
ICICI Bank Ltd
1.9%
Top industry exposure
Financial Services
10.5%
Healthcare
4.1%
Basic Materials
2.2%
Consumer Cyclical
1.9%
Technology
1.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
12%
Lock-in period
5Y
Exit load
No exit load
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 manager(s)
Mohit Sharma
Harshil Suvarnkar

FAQs