Other Create Wealth
Solution Oriented - Retirement Fund
Category Rank
Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular Idcw Reinvestment
Rating
Fund
Time to Invest
Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular Idcw Reinvestment
NAV
12.6094
(01/12/2023)
L 52Wk H
11.55
12.61
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Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular Idcw Reinvestment

Other
Solution Oriented - Retirement Fund
Create Wealth
Rank Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular Idcw Reinvestment
Fund
NAV
12.6094
(01/12/2023)
Time to Invest
Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular Idcw Reinvestment
Rating
L 52Wk H
11.55
12.61
Investment Objective

The 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. .

Category
  • Solution Oriented - Retirement Fund
Benchmark
  • CRISIL Short Term Debt Hybrid 75+25 Index
Returns
Absolute
1M
2.26%
3M
1.85%
6M
5.57%
Annualised
1Y
7.18%
3Y
3.82%
5Y
-
Historical NAV
NAV for scheme Aditya Birla Sun Life Retirement Fund - The 50s Plan - Regular Plan - IDCW Reinv is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular Idcw Reinvestment

AUM

27.67 Cr
Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular Idcw Reinvestment AUM is 96% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil
Lock In Period - 5 Years

Expense Ratio

1.94%

Turnover Ratio

45.00%