Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹27 Cr
5 Years
1.96
Nil
CRISIL Short Term Debt Hybrid 75+25 Fund Index
Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.80 | -1.35 | 297.26 |
| 6M | 2.68 | 1.85 | 315.31 |
| 1Y | 1.50 | 3.71 | 339.02 |
| 3Y | 6.27 | 10.52 | 55.84 |
Portfolio Analysis
- Equity: 24.04%
- Debt: 75.97%
- Others
About Fund Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth
Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹27 Crore. The fund benchmarks its performance against the CRISIL Short Term Debt Hybrid 75+25 Fund Index while maintaining an expense ratio of 1.96. Under the expert guidance of Mohit Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Mohit Sharma
Mr. Mohit Sharma holds PGDCM - IIM Calcutta, B Tech - IIT Madras He has around 10 years of experience of which 7 years are in financial markets. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Tata Retirement Savings Fund - Conservative Growth | 0 | 167 CR | 2.16 |
| PGIM India Dual Advantage Fund - Series 1 Growth | 0 | 23 CR | 0.99 |
| Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth | 0 | 26 CR | 1.96 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Retirement Savings Fund - Conservative Growth | 1.5707 | 19.9257 |
| This FundPGIM India Dual Advantage Fund - Series 1 Growth | 14.6856 | 19.9613 |
| This FundAditya Birla Sun Life Retirement Fund - The 50s Plan Growth | 1.495 | 20.0119 |
Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth FAQs
- 1 Month : -1.80%
- 6 Months : 2.68%
- 1 Year : 1.50%
- 3 Years : 6.27%
