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
₹12.1405
+0.13%
(28 Mar)
AUM
17 Cr
TER
0.84%
Risk
Moderate Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.9%
+8.8%
+8.1%
+7.4%
+7.0%
3Y
+20.4%
+17.8%
+16.6%
+15.2%
+5.4%
5Y
+32.6%
+24.6%
+26.0%
NA
+5.2%
ALL
+20.4%
+16.5%
+11.1%
+17.5%
NA
VOL
18.0%
14.1%
15.8%
12.8%
1.6%
TER
0.8%
0.9%
1.0%
1.0%
0.8%
AUM
₹982 Cr
₹705 Cr
₹2,849 Cr
₹2,494 Cr
₹17 Cr
INFO
1.13
1.18
0.70
1.37
0.00
See fund holdings as of 28th Feb
Top holdings
7.27% Govt Stock 2026
43.7%
6.57% Govt Stock 2033
17.3%
Clearing Corporation Of India Limited
10.5%
7.34% Govt Stock 2064
9.0%
HDFC Bank Limited - NCD & Bonds - NCD & Bonds
6.0%
Goi 06.05.2030 Gov
5.6%
Net Receivables / (Payables)
3.4%
07.25 MH Sdl 2026
1.5%
07.98 Up SDL 2025
1.4%
08.21 HR UDAY 2026
1.2%
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