Comprehensive analysis of Aditya Birla SL Retirement-The 50sPlus-Debt-Reg(G) (39754) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla Sun Life AMC Ltd
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Moderate Returns
Moderate Risk
High Expenses
Debt Focused
Seasoned Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Outperformance vs benchmark
Recent performance momentum
Fund manager experience
Risk-adjusted returns
Historical performance consistency
Fund management costs
Market exposure level
Assets under management
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| GSEC2026 | Govt. Securities | 45.72% |
| GSEC2033 | Govt. Securities | 17.35% |
| C C I | Debt Others | 11.70% |
| GSEC2064 | Govt. Securities | 8.86% |
| HDFC Bank Ltd | Banks - Private Sector | 6.01% |
| GSEC2030 | Govt. Securities | 5.78% |
| Net CA & Others | Debt Others | 2.81% |
| GSEC2025 | Govt. Securities | 1.77% |
Compare against Retirement Fund category average
This comparison shows how the fund performs relative to the Retirement Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Retirement Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India Retirement Fund - Direct (G) | ₹239.10 | 7.42% | 3.52% | 11.31% |
| Franklin India Retirement Fund (G) | ₹217.95 | 7.00% | 2.72% | 10.46% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | ₹78.78 | 16.98% | -1.88% | 16.72% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | ₹76.37 | 15.25% | 0.53% | 15.74% |
| Tata Retirement Savings Fund - Progressive (G) | ₹64.75 | 16.12% | -3.31% | 15.01% |
| Tata Retirement Savings Fund - Moderate (G) | ₹64.01 | 14.44% | -0.87% | 14.12% |
| HDFC Retirement Savings Fund - Equity - Dir (G) | ₹56.83 | 14.04% | -1.91% | 19.59% |
| UTI-Retirement Fund - Direct | ₹53.18 | 7.08% | 2.55% | 12.39% |
| HDFC Retirement Savings Fund - Equity (G) | ₹50.12 | 13.47% | -2.90% | 18.27% |
| UTI-Retirement Fund - Regular | ₹49.24 | 6.75% | 1.91% | 11.67% |
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