Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan-Regular Plan-Growth

Fixed IncomeSolution Oriented - Retirement
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return1.5%
  • 3 yr return3%
  • 5 yr return-
  • Expense Ratio2.1%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees27.8
  • NAVRupees11.4

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • Government of India (08/04/2026) 26.7
  • 8.02% Bharat Petroleum Corporation Limited (11/03/2024) ** 10.8
  • Government of India (05/12/2033) 10.1
  • Clearing Corporation of India Limited 9.2
  • 6.59% Summit Digitel Infrastructure Private Limited (16/06/2026) ** 8.7
  • Government of India (20/06/2027) 7.2
  • 0% GOI - 15JUN24 STRIPS 6.5
  • 7.52% REC Limited (07/11/2026) ** 6.4
  • Government of India (11/01/2026) 5.4
  • 8.55% Housing Development Finance Corporation Limited (27/03/2029) ** 3.7
  • Net Receivables / Payables 1.9
  • Sectors %
  • Govt-Sec59.1
  • Cash/Deposits/Margins/Treps/Repo/Swaps11.1
  • Commodity10.8
  • Finance10.1
  • Telecom8.7

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