Comprehensive analysis of Aditya Birla SL Retirement-The50sPlus-Debt-D(IDCW) (39757) 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 indicators
Moderate Returns
Moderate Risk
Low Expense Ratio
Debt Focused
Seasoned Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Recent performance momentum
Fund manager experience
Fund management costs
Risk-adjusted returns
Historical performance consistency
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% |
| GSEC2026 | Govt. Securities | 45.12% |
| GSEC2033 | Govt. Securities | 17.35% |
| GSEC2033 | Govt. Securities | 17.12% |
| C C I | Debt Others | 13.52% |
| C C I | Debt Others | 11.70% |
| GSEC2064 | Govt. Securities | 8.86% |
| GSEC2064 | Govt. Securities | 8.81% |
| HDFC Bank Ltd | Banks - Private Sector | 6.01% |
| HDFC Bank Ltd | Banks - Private Sector | 5.90% |
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 Pension Plan - Direct (G) | ₹241.01 | 3.97% | 8.00% | 13.89% |
| Franklin India Pension Plan - (G) | ₹220.00 | 3.57% | 7.17% | 13.02% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | ₹81.58 | 1.93% | 7.34% | 22.94% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | ₹78.28 | 2.80% | 8.59% | 20.91% |
| Tata Retirement Savings Fund - Progressive (G) | ₹67.23 | 1.18% | 5.78% | 21.13% |
| Tata Retirement Savings Fund - Moderate (G) | ₹65.77 | 2.08% | 7.07% | 19.22% |
| HDFC Retirement Savings Fund - Equity - Dir (G) | ₹58.04 | 4.40% | 6.01% | 25.27% |
| UTI-Retirement Fund - Direct | ₹54.03 | 4.60% | 8.71% | 15.22% |
| HDFC Retirement Savings Fund - Equity (G) | ₹51.27 | 3.90% | 4.92% | 23.87% |
| UTI-Retirement Fund - Regular | ₹50.08 | 4.27% | 8.02% | 14.48% |
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