Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt 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 Plus - Debt Plan Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹14 Cr
5 Years
2.05
Nil
CRISIL Short-Term Bond Fund Index
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.36 | -0.11 | 3.98 |
| 6M | 1.83 | 2.42 | 11.87 |
| 1Y | 3.50 | 4.61 | 21.71 |
| 3Y | 5.03 | 12.36 | 135.01 |
Portfolio Analysis
- Equity:
- Debt: 100.01%
- Others
About Fund Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - Incomescheme with Assets Under Management of ₹14 Crore. The fund benchmarks its performance against the CRISIL Short-Term Bond Fund Index while maintaining an expense ratio of 2.05. Under the expert guidance of Harshil Suvarnkar ,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
Harshil Suvarnkar
Mr. Harshil Suvarnkar holds Masters in Management Studies (Finance), Post Graduate Diploma in Securities Law & B. Com. Mr. Harshil Suvarnkar has an overall experience of 10 years in the financial services industry. Prior to joining ABSLAMC he was associated with Indiabulls Housing Finance Limited for 10 years as Head - Markets, Treasury handling treasury investments, Asset Liability Management (ALM) and capital market borrowing.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| IIFCL Infrastructure Debt Fund - Series I Growth | 0 | 454 CR | |
| Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth | 0 | 13 CR | 2.05 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundIIFCL Infrastructure Debt Fund - Series I Growth | 4.6176 | 12.7236 |
| This FundAditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth | 3.4992 | 15.862 |
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Growth FAQs
- 1 Month : 0.36%
- 6 Months : 1.83%
- 1 Year : 3.50%
- 3 Years : 5.03%
