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

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

NAV
₹11.9300
-0.08%
(20 Mar)
AUM
16 Cr
TER
0.84%
Risk
Moderate Risk
Insights
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Compare with other fund
1Y
+13.8%
+11.7%
+6.0%
+4.5%
+1.0%
3Y
+25.9%
+22.4%
+17.9%
+5.9%
+16.5%
5Y
+21.7%
+16.6%
NA
+5.2%
+13.6%
ALL
+19.5%
+15.9%
+13.5%
NA
+10.1%
VOL
17.6%
13.9%
12.8%
1.5%
15.7%
TER
0.7%
0.8%
1.1%
0.8%
1.0%
AUM
₹1,729 Cr
₹1,131 Cr
₹196 Cr
₹16 Cr
₹3,133 Cr
INFO
1.11
1.14
1.06
0.00
0.65
See fund holdings as of 15th Mar
Top holdings
7.27% Gs 2026
46.0%
6.57% Gs 2033
18.5%
7.34% Gs 2064
9.1%
Gs06may2030c
6.4%
HDFC Bank Limited - NCD & Bonds - NCD & Bonds
6.4%
Net Receivables / (Payables)
5.8%
7.49% Rajasthan Sgs 2035
4.9%
7.25% Maharashtra Sdl 2026
1.6%
08.21 HR UDAY 2026
1.2%
Clearing Corporation Of India Limited
0.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
-
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)
Harshil Suvarnkar

FAQs