Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan
Current Fund Size :
₹ 6.98 Lakh
₹14.41
NAV
5.73% p.a.
Overall Return
-
1-Day Change
0.84%
Expense Ratio
₹ 17 Cr
AUM (Fund Size)
6+ yrs
Fund Age
Investment Policy
Benchmark
Crisil Short-Term Bond
Risk Level
Moderate Risk
Min. Investment
SIP: ₹500 & Lumpsum: ₹1000
Exit Load
0%
Lock-in Period
5 Years
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
LTCG (After 1 Year)
Age of Fund
6 yrs 7 m since Feb 19, 2019
Current Value (Example)
₹ 6.98 Lakh
Returns Ratio
N/A
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan | 6.15% | 6.85% | 5.3% | 1.30 | 3.00 | -0.07 | -0.10 | 17 Cr | 6 yrs 7 m | 0.84% |
| 2 | ICICI Prudential Retirement Fund - Pure Debt Plan | 7.15% | 7.48% | 6.46% | 1.13 | 0.57 | 0.62 | 0.80 | 100 Cr | 6 yrs 7 m | 1.24% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | 0.76% | 0.77% |
| 2 | 3 Months | 0.85% | 0.86% |
| 3 | 6 Months | 2.69% | 2.87% |
| 4 | 1 Year | 6.15% | 6.65% |
| 5 | 2 Years | 6.98% | 7.35% |
| 6 | 3 Years | 6.85% | 7.17% |
| 7 | 4 Years | 5.37% | 5.85% |
| 8 | 5 Years | 5.3% | 5.88% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | Aditya Birla Sun Life Credit Risk Fund | 1,033 Cr | 16.74% | View Detail | |
| 2 | Aditya Birla Sun Life Medium Term Fund | 2,829 Cr | 13.11% | View Detail | |
| 3 | Aditya Birla Sun Life CRISIL IBX Gilt -Apr 2029 Index Fund | 600 Cr | 8.52% | View Detail | |
| 4 | Aditya Birla Sun Life Long Duration Fund | 154 Cr | 5.14% | View Detail | |
| 5 | Aditya Birla Sun Life Dynamic Bond Fund | 1,914 Cr | 7.17% | View Detail | |
| 6 | Aditya Birla Sun Life Short Term Fund | 10,648 Cr | 8.43% | View Detail |
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