Aditya Birla Sun Life Retirement Fund - The 50s Plan - Direct Plan does not yet have a 5-year performance history.
The average return for Retirement funds is 0.00% .
The largest portfolio holding is TREPS with a portfolio weight of 27.10% .
The fund currently owns more than 47 stocks.
The top 10 holdings account for 78.77% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 11.58% | N/A |
| 2 Year Return | 26.11% | N/A |
| 3 Year Return | 41.78% | N/A |
| 4 Year Return | 46.80% | N/A |
| 5 Year Return | N/A | N/A |
| 6 Year Return | N/A | N/A |
| 7 Year Return | N/A | N/A |
| Expense Ratio | 0.54% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
27.10%
|
||
| 2 |
19.80%
|
||
| 3 |
8.54%
|
||
| 4 |
7.51%
|
||
| 5 | Others - Not Mentioned |
3.65%
|
|
| 6 |
2.95%
|
||
| 7 | Finance & Investments |
2.94%
|
|
| 8 |
2.82%
|
||
| 9 | Financials |
1.82%
|
|
| 10 | Engineering - Heavy |
1.64%
|
|
| 11 | Finance - Banks - Private Sector |
1.60%
|
|
| 12 | Materials |
1.32%
|
AMC: BirlaSunLife
Category: Solution Oriented • Retirement
Launch Date: 19 Feb 2019
Fund Manager: Mr. Mohit Sharma
Minimum Purchase: ₹1,000
Exit Load:
Lock-in: 1
Risk: Low Risk
Aditya Birla Sun Life Retirement Fund - The 50s Plan - Direct Plan is managed by BirlaSunLife and belongs to the Solution Oriented category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds