Aditya Birla Sun Life Retirement Fund-The 50S PLUS-Debt Plan-Regular Plan-Dividend Payout

Fund Returns

NAV Rs. 11.06 -0.10 %
(as on Jan. 15, 2021)
1 yr Return 5.99 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 11.06 -0.10 %
(as on Jan. 15, 2021)
5.99 % N/A N/A

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date March 11, 2019
Fund Size Rs. 63.36 cr.
Category Fixed Income | Solution Oriented - Retirement
Fund Manager Ajay Garg
AMC Aditya Birla Sun Life AMC Limited
Fund Benchmark Crisil Short Term Bond Fund Index
Risk Profile Moderately Conservative
Risk Rating 3 / 10

Investment Information

Min. Investment Rs. 1000.00
Min. Investment SIP Rs. 500.00
Expense Ratio 2.24 %
Exit load Nil

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -0.23 0.6 1.27 5.99 - -
Rank Within Category 7 7 None None None None

AMC Contact Information

AMC Aditya Birla Sun Life AMC Limited
Address One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road,, Mumbai - 400 013
Email connect@birlasunlife.com
Website https://mutualfund.adityabirlacapital.com/

Scheme Details

Launch Date March 11, 2019 Fund Size Rs. 63.36 cr.
Category Fixed Income | Solution Oriented - Retirement Fund Manager Ajay Garg
AMC Aditya Birla Sun Life AMC Limited Fund Benchmark Crisil Short Term Bond Fund Index
Risk Profile Moderately Conservative Risk Rating 3 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 1000.00 Rs. 500.00 2.24 % Nil

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -0.23 0.6 1.27 5.99 - -
Rank Within Category 7 7 None None None None

AMC Contact Information

AMC Aditya Birla Sun Life AMC Limited
Address One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road,, Mumbai - 400 013
Email connect@birlasunlife.com
Website https://mutualfund.adityabirlacapital.com/