3 Year return
5.1%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderate Risk
Asset Under Management
₹15.96 Cr.
Expense Ratio
0.84% (inclusive of GST)
Exit Load
Nil
Tax Implications
Tax on gains as per your income tax bracket
Fund Holdings
Aditya Birla Sun Life Mutual Fund Managers
AG
Ajay Garg
Fund Manager since Feb 2019
Fund House Details
Aditya Birla Sun Life Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
HDFC Retirement Savings Fund Equity |
22.15% |
5 |
Nippon India Retirement Fund Wealth Creation Scheme |
19.06% |
3.5 |
HDFC Retirement Savings Fund Hybrid Equity |
16.7% |
5 |
Schemes by Aditya Birla Sun Life Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
Aditya Birla Sun Life Arbitrage Fund Direct IDCW Payout
Hybrid . Arbitrage Fund
Aditya Birla Sun Life Arbitrage Fund Direct IDCW Reinvestment
Other . FoFs Domestic
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme Direct Plan Growth
Other . FoFs Domestic
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme Direct IDCW Payout
Other . FoFs Domestic
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme Direct IDCW Reinvestment
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 | 5.42% |
Expense Ratio | 0.84% |
Fund Manager | Ajay Garg |
Fund Size | ₹15.96 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 |
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.
Fast-Track Your Short-Term Goals With SIPs
FAQs
What is today's NAV of Aditya Birla Sun Life Retirement Fund The 50S Plus Debt?
What is the AUM of Aditya Birla Sun Life Retirement Fund The 50S Plus Debt?
What is the expense ratio of Aditya Birla Sun Life Retirement Fund The 50S Plus Debt?
What are the returns of Aditya Birla Sun Life Retirement Fund The 50S Plus Debt since inception?
What is the minimum SIP amount to invest in Aditya Birla Sun Life Retirement Fund The 50S Plus Debt?
How do I invest in Aditya Birla Sun Life Retirement Fund The 50S Plus Debt?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- 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?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Aditya Birla Sun Life Retirement Fund The 50S Plus Debt?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- 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?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.