Aditya Birla SL Retirement Fund - The 50s Plan Reg-G

Fund Category: Retirement

Fund Category Retirement

Moderately High Other G

0 Morning Star

2 Value Research

NAV( 25 Jan 2023)

₹ 11.69
-0.02%

Aditya Birla SL Retirement Fund - The 50s Plan Reg-G

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Performance

-%3y Returns

-0.37% 1D Returns

Investment details
  • Min SIP amount

    ₹ 500
  • Min Lumpsum

    ₹ 1000
  • Lock In

    1825
  • Expense ratio

    2.02%
  • Exit load

    0.0% NIL
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 28 Cr
  • Plan

    REGULAR
  • Launch date

    19 Feb 2019
  • Fund type

    OPEN
  • Fund benchmark

    CRISIL Short Term Debt Hybrid 75+25 Index
  • ISIN

    INF209KB1J14
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Bharat Petroleum Corporation Ltd. 6.81%
Hindustan Petroleum Corporation Ltd. 9.66%
REC Ltd. 3.3%
Housing Development Finance Corpn. Ltd. 7.05%
Tamilnadu State 5.24%
Gujarat State 1.11%
Karnataka State 8.37%
Uttar Pradesh State 0.7%
GOI 3.35%
GOI 3.18%
GOI 34.12%
Sectors
Company Allocation %
Others 15.42%
Sovereign 40.65%
Energy 16.47%
Financial 10.35%
Risk Associated
Moderately High
  • Investors be aware that principal under this fund will be at Moderately High risk
  • Wealth will be Multiplied In Short time!

Contact Information

Address:

About

Aditya Birla Sun Life Mutual Fund (ABSLMF) is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together the Aditya Birla Group's experience in the Indian market and Sun Life's global experience. Having total domestic assets under management of above to Rs.2.9 lakhs crore, ABSLMF is one of the leading Fund Houses in India based on domestic average AUM as published by the Association of Mutual Funds of India. ABSLMF has an impressive mix of reach, a wide range of product offerings across equity, debt, balanced as well as structured asset classes, sound investment performance and over 7 million investor folios.

  • Funds Offered

    10
  • AUM

    ₹ 14,294 Cr
  • Highest Return

    14.76%
About

Dhaval Shah Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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