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Aditya Birla Sun Life Retirement Fund - The 50S Plan Direct Idcw Reinvestment

Hybrid | Solution Oriented - Retirement

(NAV as of 22/04/2024)
13.12 (0.44)

3Y Returns

4.12%

Min SIP

500

Min Lumpsum

1000

Expense Ratio

0.64%

Fund Size

28 Cr

Inception Date

11-Mar-19

Fund Manager

Dhaval Shah

Exit Load

Nil.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

25.00%

Debt & Others

75.00%

Market Cap Allocation

Large Cap

17.44%

Mid Cap

5.18%

Small Cap

2.00%

Other Cap

75.38%

Sector Allocation

Govt-Sec

54.68%

Banks

14.45%

Cash/Deposits/Margins/Treps/Repo/Swaps

14.43%

Automobiles

1.93%

Internet and Technology

1.67%

Top Ten Holdings

Government of India (08/04/2026)

17.40%

Government of India (14/08/2033)

17.36%

Clearing Corporation of India Limited

11.43%

Government of India (06/02/2033)

7.84%

8.55% HDFC Bank Limited (27/03/2029) **

7.10%

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.

Fund House Detail

AMC Name

Aditya Birla Sun Life AMC Limited

Address

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound841, Senapati Bapat Marg, Elphinstone RoadMumbai - 400 013

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Aditya Birla Sun Life Retirement Fund - The 50S Plan Direct Growth

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

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