3 Year return

4.64%
Launched on February 2019 (5 years)

Investment Details

₹500

Minimum SIP Amount

₹1000

Minimum one time investment

No data found for this scheme

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Risk Involved

Moderate Risk

Your principal will be at

Moderate Risk

Scheme Information

Asset Under Management

₹16.91 Cr.

Expense Ratio

0.84% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
0.5

Ratings by other agencies

1
0
0

Tax Implications

There are no records found for Tax Implications.

Fund Holdings

Holdings

Aditya Birla Sun Life Mutual Fund Managers

AG

Ajay Garg

Fund Manager since Feb 2019

View Details

Fund House Details

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund Asset management company

AUM ₹332,579.31 Cr.
No. of Schemes 226
Setup Date NA

Peer Comparison

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Schemes by Aditya Birla Sun Life Mutual Fund

List of mutual fund schemes by AMC

About Aditya Birla Sun Life Retirement Fund The 50S Plus Debt Plan Direct Plan Growth

Aditya Birla Sun Life Retirement Fund The 50S Plus Debt Plan Direct Plan Growth is a debt fund managed by Aditya Birla Sun Life Mutual Fund. It is a retirement fund. This is an open-ended fund that provides the investor with an opportunity to buy or sell fund units at any time. The expense ratio of Aditya Birla Sun Life Retirement Fund The 50S Plus Debt Plan Direct Plan Growth is lower compared to its category average.

Investment Objectives of the Scheme

The investment objective of Aditya Birla Sun Life Retirement Fund The 50S Plus Debt Plan Direct Plan Growth is to generate income that is expected to meet the retirement goals of investors who are nearing their 50s. It invests in a mix of equity, debt and money market securities.

Key Features of The Fund

5-year return 5.32%
Expense Ratio 0.84%
Fund Manager Ajay Garg
Fund Size ₹16.91 Cr
Risk Profile Moderate

Is This Scheme Right for Me?

This fund is suitable for investors who are nearing their 50s and who are looking for a conservative approach to generating income in retirement. This fund is a good option for investors who are willing to invest for at least 5 years. It is important to remember that all investments carry some risk, and you should always do your own research before investing. However, talk to your financial advisor and ensure that you are considering your investment objectives and risk appetite.

AMC Contact Details

Name Aditya Birla Sun Life Mutual Fund
Launch Date September 1994
Addresss One India Bulls Centre, Tower-1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai, 400013
Contact 1-800-22-7000
Email care.mutualfunds@adityabirlacapital.com
Website https://mutualfund.adityabirlacapital.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of Aditya Birla Sun Life Retirement Fund The 50S Plus Debt?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Aditya Birla Sun Life Retirement Fund The 50S Plus Debt Jun 14 2024 is 13.2331

What is the AUM of Aditya Birla Sun Life Retirement Fund The 50S Plus Debt?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Aditya Birla Sun Life Retirement Fund The 50S Plus Debt is 16.91 crore.

What is the expense ratio of Aditya Birla Sun Life Retirement Fund The 50S Plus Debt?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Aditya Birla Sun Life Retirement Fund The 50S Plus Debt is 0.84%

What are the returns of Aditya Birla Sun Life Retirement Fund The 50S Plus Debt since inception?

The Aditya Birla Sun Life Retirement Fund The 50S Plus Debt was launched on Feb 19 2019. The fund has delivered a CAGR of 5.46 since inception.

What is the minimum SIP amount to invest in Aditya Birla Sun Life Retirement Fund The 50S Plus Debt?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Aditya Birla Sun Life Retirement Fund The 50S Plus Debt is 500.

How do I invest in Aditya Birla Sun Life Retirement Fund The 50S Plus Debt?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Aditya Birla Sun Life Retirement Fund The 50S Plus Debt?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Aditya Birla Sun Life Retirement Fund The 50S Plus Debt?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Aditya Birla Sun Life Retirement Fund The 50S Plus Debt?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.