Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan - Direct P 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 42.69% .
The fund currently owns more than 8 stocks.
The top 10 holdings account for 100.00% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 7.17% | N/A |
| 2 Year Return | 18.78% | N/A |
| 3 Year Return | 26.72% | N/A |
| 4 Year Return | 33.90% | 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 | 0.78% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
42.69%
|
||
| 2 | Others - Not Mentioned |
21.67%
|
|
| 3 |
8.92%
|
||
| 4 |
7.72%
|
||
| 5 |
7.43%
|
||
| 6 | Finance & Investments |
5.83%
|
|
| 7 |
3.92%
|
||
| 8 |
1.82%
|
AMC: BirlaSunLife
Category: Solution Oriented • Retirement
Launch Date: 19 Feb 2019
Fund Manager: Mr. Harshil Suvarnkar
Minimum Purchase: ₹1,000
Exit Load:
Lock-in: 1
Risk: Low Risk
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan - Direct P 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