Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth
Hybrid
Conservative Hybrid
₹-0.15% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
2 - Minimum Investment₹1000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹27 Cr
- Created on1 March 2019
Fund Ranking
#17
/ 28 in Conservative Hybrid
Risk Level
Moderately High
Moderately High
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Returns
Trailing Return
Rolling Return
- 6 Month2.7%
- 1 Year1.5%
- 3 Year (CAGR)6.3%
- All Time (CAGR)5.4%
Category Return
- 6 Month2.7%
- 1 Year0.4%
- 3 Year (CAGR)6.8%
- All Time (CAGR)9.6%
Asset Allocation
- Equity23.8%
- Debt45.3%
- Other31.0%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise0.49%
- Bajaj Finance0.90%
- Bank of Baroda0.34%
- Cholamandalam Investment and Finance Company0.10%
- Cipla0.16%
Fund Information
- Expense Ratio1.96%
- Exit LoadNo Exit Load
- Lock-In Period5 Years
Managed By
Dhaval Shah
Dec 2021 - Present
Harshil Suvarnkar
March 2021 - Present
Dhaval Joshi
Nov 2022 - Present
Mohit Sharma
Oct 2024 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.12 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 4.44 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00