Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan Overview
Category Retirement Fund
BMSMONEY Rank 21
BMSMONEY Rating
Growth Option As On: 25-04-2024
NAV ₹12.21 (R) -0.01% ₹13.07 (D) -0.0%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 4.68% 3.37% 4.02% -% -%
LumpSum Dir. P 5.95% 4.7% 5.41% -% -%
SIP Reg. P 4.96% 4.06% 2.99% -% -%
SIP Dir. P 6.25% 5.35% 4.31% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
-2.36 -0.58 0.29 -3.22% -0.03
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
1.62% -2.14% -1.99% 1.22 1.28%

NAV Date: 25-04-2024

Scheme Name NAV Rupee Change Percent Change
Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan - Regular - Payout of IDCW 11.36
0.0000
-0.0100%
Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan - Direct - Payout of IDCW 12.16
0.0000
0.0000%
Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan-Regular Plan-Growth 12.21
0.0000
-0.0100%
Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan-Direct Plan-Growth 13.07
0.0000
0.0000%

Review Date: March 28, 2024

The Retirement Fund category has 25 funds. Performance of the Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has been analyzed on 20 performance parameters. Out of eight return parameters, the fund has zero return parameters in first quartile; whereas five risk parameters (out of five) in first quartile. Similarly zero risk-adjusted performance parameters are in first quartile, the performance on different parameters provides has achieved 21 st (out of 25 funds), which is ok rank in the Retirement Fund category.
Our ranking method uses a composite performance score, which includes the fund's return, risk, and risk-adjusted performance over the past three years. This composite performance score is then used to rank the funds within a category.

The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has poor return performance, as all 1 year and above return parameters are below average in Retirement Fund category. The details are provided below.'
    '
  1. 1 Month Return%: One month return shows funds performance in very short period of time, the Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has given return of 0.48% in last one month which is good as it is above average in Retirement Fund.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has given return of 1.52% in last three month which is very poor as it is in the fourth quartile in Retirement Fund.
  3. 1 Year Return%: The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has given return of 5.49% in last one year which is very poor as it is in the fourth quartile in Retirement Fund. The one year return rank of Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan is 25 in 25 funds. The investment of ₹ 10,000 in this fund would have become ₹ 10549.0 in one year.
  4. 3 Year Return%: The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has given return of 3.59% in last three year which is very poor as it is in the fourth quartile with rank of 25 in 25 funds. in Retirement Fund.
  5. 5 Year Return%: The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has given return of 3.98% in last five year which is very poor as it is in the fourth quartile with rank of 18 in 18 funds. in Retirement Fund.
  6. 1 Year SIP Return%: The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has given return of -10.15% in last one year which is very poor as it is in the fourth quartile with rank of 25 in 25 funds. in Retirement Fund.
  7. 3 Year SIP Return%: The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has given return of 2.39% in last three year which is very poor as it is in the fourth quartile with rank of 25 in 25 funds. in Retirement Fund.
  8. 5 Year SIP Return%: The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has given return of 3.16% in last five year which is very poor as it is in the fourth quartile with rank of 18 in 18 funds. in Retirement Fund.
    9. '
'

The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has excellent risk performance, as all risk parameters are in the top quartile in Retirement Fund category. The details are provided below. '
    '
  1. Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has standard deviation of 1.62 which is very good as it is in the top quartile with risk rank of 1 in 15 funds. in Retirement Fund.
  2. Semi Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. It uses only negative returns for calculation. The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has semi deviation of 1.28 which is very good as it is in the top quartile with risk rank of 1 in 15 funds. in Retirement Fund.
  3. Max Drawdown %: It is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has max drawdown of -1.99% which is very good as it is in the top quartile with risk rank of 1 in 15 funds. in Retirement Fund.
  4. 1Y VaR at 95%: It is the maximum expected loss of an investment over a given time period with a given probability of confidence. The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has 1Y VaR at 95% of -2.14% which is very good as it is in the top quartile with risk rank of 1 in 15 funds. in Retirement Fund.
  5. Average Drawdown %: It is the average of the drawdowns over a period of time. The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has average drawdown of -0.51% which is very good as it is in the top quartile with risk rank of 1 in 15 funds. in Retirement Fund.
    6. '
'

The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has poor risk adjusted performance, as non of above risk adjusted paramerters are above average in Retirement Fund category. The details are provided below. '
    '
  1. Sterling Ratio: It is a measure of risk-adjusted return. The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has Sterling Ratio of 0.29 which is very poor as it is in the fourth quartile with risk rank of 15 in 15 funds. in Retirement Fund.
  2. Sortino Ratio: It is a measure of risk-adjusted return. The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has Sortino Ratio of -0.58 which is very poor as it is in the fourth quartile with risk rank of 15 in 15 funds. in Retirement Fund.
  3. Jensen Alpha %: It is a measure of risk-adjusted return. The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has Jensen Alpha of -3.22% which is very poor as it is in the fourth quartile with risk rank of 13 in 15 funds. in Retirement Fund.
  4. Treynor Ratio: It is a measure of risk-adjusted return. The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has Treynor Ratio of -0.03 which is very poor as it is in the fourth quartile with risk rank of 15 in 15 funds. in Retirement Fund.
  5. Modigliani Square Measure %: It is a measure of risk-adjusted return. The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has Modigliani Square Measure of 2.75% which is very poor as it is in the fourth quartile with risk rank of 15 in 15 funds. in Retirement Fund.
  6. Alpha %: It is a measure of risk-adjusted return. The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan has Alpha of -2.05% which is poor as it is in the below average with risk rank of 11 in 15 funds. in Retirement Fund.
    7. '
'


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 0.23
2.72
0.11 | 6.55 24 | 25
No
No
Yes
3M Return % 1.16
4.64
1.16 | 11.22 25 | 25
No
No
Yes
6M Return % 3.13
15.99
3.13 | 40.08 25 | 25
No
No
Yes
1Y Return % 4.68
25.65
4.68 | 60.51 25 | 25
No
No
Yes
3Y Return % 3.37
13.35
3.37 | 31.24 25 | 25
No
No
Yes
5Y Return % 4.02
11.52
4.02 | 21.87 18 | 18
No
No
Yes
1Y SIP Return % 4.96
25.04
4.96 | 64.03 25 | 25
No
No
Yes
3Y SIP Return % 4.06
15.16
4.06 | 33.41 25 | 25
No
No
Yes
5Y SIP Return % 2.99
13.97
2.99 | 29.86 18 | 18
No
No
Yes
Standard Deviation 1.62
8.82
1.62 | 13.66 1 | 15
Yes
Yes
No
Semi Deviation 1.28
6.06
1.28 | 9.54 1 | 15
Yes
Yes
No
Max Drawdown % -1.99
-7.80
-13.93 | -1.99 1 | 15
Yes
Yes
No
VaR 1 Y % -2.14
-9.10
-14.54 | -2.14 1 | 15
Yes
Yes
No
Average Drawdown % -0.51
-3.24
-6.68 | -0.51 1 | 15
Yes
Yes
No
Sharpe Ratio -2.36
0.44
-2.36 | 1.40 15 | 15
No
No
Yes
Sterling Ratio 0.29
0.81
0.29 | 1.47 15 | 15
No
No
Yes
Sortino Ratio -0.58
0.30
-0.58 | 0.82 15 | 15
No
No
Yes
Jensen Alpha % -3.22
2.00
-4.52 | 12.55 13 | 15
No
No
Yes
Treynor Ratio -0.03
0.08
-0.03 | 0.23 15 | 15
No
No
Yes
Modigliani Square Measure % 2.75
14.86
2.75 | 28.37 15 | 15
No
No
Yes
Alpha % -2.05
0.44
-7.77 | 9.10 11 | 15
No
No
No
Return data last Updated On : April 25, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 0.33 2.82 0.19 | 6.69 24 | 25
No
No
Yes
3M Return % 1.45 4.92 1.45 | 11.61 25 | 25
No
No
Yes
6M Return % 3.76 16.65 3.76 | 41.01 25 | 25
No
No
Yes
1Y Return % 5.95 27.10 5.95 | 62.67 25 | 25
No
No
Yes
3Y Return % 4.70 14.74 4.70 | 33.02 25 | 25
No
No
Yes
5Y Return % 5.41 12.96 5.41 | 23.77 18 | 18
No
No
Yes
1Y SIP Return % 6.25 26.48 6.25 | 66.24 25 | 25
No
No
Yes
3Y SIP Return % 5.35 16.49 5.35 | 35.14 25 | 25
No
No
Yes
5Y SIP Return % 4.31 15.36 4.31 | 31.63 18 | 18
No
No
Yes
Standard Deviation 1.62 8.82 1.62 | 13.66 1 | 15
Yes
Yes
No
Semi Deviation 1.28 6.06 1.28 | 9.54 1 | 15
Yes
Yes
No
Max Drawdown % -1.99 -7.80 -13.93 | -1.99 1 | 15
Yes
Yes
No
VaR 1 Y % -2.14 -9.10 -14.54 | -2.14 1 | 15
Yes
Yes
No
Average Drawdown % -0.51 -3.24 -6.68 | -0.51 1 | 15
Yes
Yes
No
Sharpe Ratio -2.36 0.44 -2.36 | 1.40 15 | 15
No
No
Yes
Sterling Ratio 0.29 0.81 0.29 | 1.47 15 | 15
No
No
Yes
Sortino Ratio -0.58 0.30 -0.58 | 0.82 15 | 15
No
No
Yes
Jensen Alpha % -3.22 2.00 -4.52 | 12.55 13 | 15
No
No
Yes
Treynor Ratio -0.03 0.08 -0.03 | 0.23 15 | 15
No
No
Yes
Modigliani Square Measure % 2.75 14.86 2.75 | 28.37 15 | 15
No
No
Yes
Alpha % -2.05 0.44 -7.77 | 9.10 11 | 15
No
No
No
Return data last Updated On : April 25, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.01 ₹ 9999.0 0.0 ₹ 10000.0
1W 0.1 ₹ 10010.0 0.12 ₹ 10012.0
1M 0.23 ₹ 10023.0 0.33 ₹ 10033.0
3M 1.16 ₹ 10116.0 1.45 ₹ 10145.0
6M 3.13 ₹ 10313.0 3.76 ₹ 10376.0
1Y 4.68 ₹ 10468.0 5.95 ₹ 10595.0
3Y 3.37 ₹ 11045.0 4.7 ₹ 11478.0
5Y 4.02 ₹ 12179.0 5.41 ₹ 13014.0
7Y - ₹ - - ₹ -
10Y - ₹ - - ₹ -
15Y - ₹ - - ₹ -

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 4.9606 ₹ 12319.872 6.2476 ₹ 12402.108
3Y ₹ 36000 4.0569 ₹ 38298.6 5.3496 ₹ 39051.108
5Y ₹ 60000 2.9921 ₹ 64728.0 4.3081 ₹ 66914.46
7Y ₹ 84000 - ₹ - - ₹ -
10Y ₹ 120000 - ₹ - - ₹ -
15Y ₹ 180000 - ₹ - - ₹ -


Date NAV Regular Growth NAV Direct Growth
25-04-2024 12.2102 13.0735
24-04-2024 12.211 13.0739
23-04-2024 12.2151 13.0778
22-04-2024 12.2112 13.0732
19-04-2024 12.1983 13.0581
18-04-2024 12.2085 13.0685
16-04-2024 12.201 13.0596
15-04-2024 12.2074 13.066
12-04-2024 12.199 13.0557
08-04-2024 12.2 13.055
05-04-2024 12.2044 13.0584
04-04-2024 12.2082 13.0621
03-04-2024 12.2029 13.0559
02-04-2024 12.1974 13.0496
28-03-2024 12.1984 13.0485
27-03-2024 12.1882 13.0371
26-03-2024 12.1826 13.0307
22-03-2024 12.1739 13.0196
21-03-2024 12.1778 13.0233
20-03-2024 12.1668 13.0112
19-03-2024 12.163 13.0067
18-03-2024 12.163 13.0063
15-03-2024 12.1631 13.0051
14-03-2024 12.1652 13.0069
13-03-2024 12.1694 13.0109
12-03-2024 12.1673 13.0083
11-03-2024 12.1665 13.0069
07-03-2024 12.1572 12.9952
06-03-2024 12.1513 12.9885
05-03-2024 12.1497 12.9863
04-03-2024 12.1489 12.985
01-03-2024 12.1421 12.9765
29-02-2024 12.1445 12.9786
28-02-2024 12.1411 12.9745
27-02-2024 12.1406 12.9736
26-02-2024 12.1394 12.9718
23-02-2024 12.1277 12.958
22-02-2024 12.1317 12.9619
21-02-2024 12.1326 12.9624
20-02-2024 12.1284 12.9575
16-02-2024 12.1135 12.9398
15-02-2024 12.1141 12.94
14-02-2024 12.1071 12.9321
13-02-2024 12.1087 12.9333
12-02-2024 12.1095 12.9338
09-02-2024 12.1062 12.929
08-02-2024 12.1073 12.9297
07-02-2024 12.1066 12.9286
06-02-2024 12.0972 12.9181
05-02-2024 12.0972 12.9177
02-02-2024 12.102 12.9214
01-02-2024 12.0932 12.9116
31-01-2024 12.0793 12.8963
30-01-2024 12.0708 12.8868
29-01-2024 12.0705 12.8861
25-01-2024 12.0616 12.8749
24-01-2024 12.0556 12.868
23-01-2024 12.0575 12.8696
19-01-2024 12.0478 12.8575
18-01-2024 12.0504 12.8598
17-01-2024 12.0548 12.8641
16-01-2024 12.0543 12.8631
15-01-2024 12.0534 12.8618
12-01-2024 12.042 12.8483
11-01-2024 12.0426 12.8485
10-01-2024 12.0354 12.8404
09-01-2024 12.0323 12.8366
08-01-2024 12.0254 12.8288
05-01-2024 12.0196 12.8213
04-01-2024 12.0195 12.8208
03-01-2024 12.019 12.8199
02-01-2024 12.0172 12.8175
01-01-2024 12.0169 12.8168
29-12-2023 12.0159 12.8144
28-12-2023 12.0105 12.8082
27-12-2023 12.013 12.8105
26-12-2023 12.0093 12.806
22-12-2023 12.0038 12.7985
21-12-2023 11.9999 12.7939
20-12-2023 11.9964 12.7898
19-12-2023 11.9929 12.7856
18-12-2023 11.9915 12.7837
15-12-2023 11.9889 12.7796
14-12-2023 11.9738 12.7631
13-12-2023 11.9543 12.7419
12-12-2023 11.9481 12.7348
11-12-2023 11.9464 12.7326
08-12-2023 11.9465 12.7314
07-12-2023 11.9499 12.7346
06-12-2023 11.9442 12.7281
05-12-2023 11.9382 12.7212
04-12-2023 11.9374 12.72
01-12-2023 11.9247 12.7052
30-11-2023 11.9259 12.7061
29-11-2023 11.9254 12.705
28-11-2023 11.918 12.6968
24-11-2023 11.9133 12.6901
23-11-2023 11.9184 12.695
22-11-2023 11.9164 12.6925
21-11-2023 11.9118 12.6872
20-11-2023 11.9168 12.6921
17-11-2023 11.9212 12.6955
16-11-2023 11.9143 12.6877
15-11-2023 11.9138 12.6867
13-11-2023 11.8961 12.667
10-11-2023 11.8879 12.657
09-11-2023 11.8958 12.6651
08-11-2023 11.897 12.6659
07-11-2023 11.8868 12.6545
06-11-2023 11.8798 12.6467
03-11-2023 11.8691 12.6341
02-11-2023 11.8615 12.6256
01-11-2023 11.849 12.6118
31-10-2023 11.8504 12.6129
30-10-2023 11.8443 12.606
27-10-2023 11.8442 12.6046
26-10-2023 11.8398 12.5995
25-10-2023 11.8425 12.602
23-10-2023 11.8312 12.589
20-10-2023 11.8328 12.5894
19-10-2023 11.8301 12.5862
18-10-2023 11.835 12.591
17-10-2023 11.8426 12.5986
16-10-2023 11.8378 12.5931
13-10-2023 11.8363 12.5903
12-10-2023 11.8324 12.5856
11-10-2023 11.8285 12.581
10-10-2023 11.8153 12.5666
09-10-2023 11.8055 12.5557
06-10-2023 11.8145 12.5641
05-10-2023 11.8534 12.6051
04-10-2023 11.8449 12.5955
03-10-2023 11.8455 12.5957
29-09-2023 11.8455 12.5941
27-09-2023 11.8553 12.6037
26-09-2023 11.8579 12.606
25-09-2023 11.8577 12.6054
22-09-2023 11.8517 12.5977
21-09-2023 11.8573 12.6032
20-09-2023 11.8454 12.5901
18-09-2023 11.837 12.5804
15-09-2023 11.836 12.578
14-09-2023 11.8523 12.595
13-09-2023 11.8328 12.5738
12-09-2023 11.8197 12.5595
11-09-2023 11.8225 12.562
08-09-2023 11.8275 12.566
07-09-2023 11.8308 12.5692
06-09-2023 11.8188 12.5559
05-09-2023 11.8188 12.5556
04-09-2023 11.8225 12.5591
01-09-2023 11.8215 12.5567
31-08-2023 11.8227 12.5576
30-08-2023 11.8173 12.5515
29-08-2023 11.8175 12.5513
28-08-2023 11.8157 12.5488
25-08-2023 11.807 12.5384
24-08-2023 11.807 12.5379
23-08-2023 11.8042 12.5346
22-08-2023 11.7958 12.5252
21-08-2023 11.795 12.524
18-08-2023 11.7892 12.5165
17-08-2023 11.7776 12.5038
14-08-2023 11.7915 12.5173
11-08-2023 11.7883 12.5145
10-08-2023 11.7975 12.5239
09-08-2023 11.7961 12.522
08-08-2023 11.7964 12.5219
07-08-2023 11.7877 12.5123
04-08-2023 11.7782 12.5009
03-08-2023 11.7824 12.505
02-08-2023 11.7879 12.5103
01-08-2023 11.7871 12.509
31-07-2023 11.7815 12.5028
28-07-2023 11.7815 12.5015
27-07-2023 11.7914 12.5116
26-07-2023 11.7951 12.515
25-07-2023 11.7885 12.5076
24-07-2023 11.7961 12.5152
21-07-2023 11.7868 12.5041
20-07-2023 11.7876 12.5045
19-07-2023 11.7877 12.5042
18-07-2023 11.791 12.5074
17-07-2023 11.7823 12.4977
14-07-2023 11.7761 12.4898
13-07-2023 11.7757 12.489
12-07-2023 11.7525 12.4639
11-07-2023 11.7557 12.467
10-07-2023 11.7424 12.4524
07-07-2023 11.7376 12.4461
06-07-2023 11.7406 12.4488
05-07-2023 11.7502 12.4586
04-07-2023 11.7458 12.4535
03-07-2023 11.7477 12.4551
30-06-2023 11.7456 12.4516
28-06-2023 11.7563 12.4621
27-06-2023 11.7529 12.4581
26-06-2023 11.7494 12.454
23-06-2023 11.7464 12.4495
22-06-2023 11.7436 12.4462
21-06-2023 11.7537 12.4564
20-06-2023 11.7529 12.4551
19-06-2023 11.7545 12.4565
16-06-2023 11.7439 12.4439
15-06-2023 11.7449 12.4446
14-06-2023 11.7503 12.4499
13-06-2023 11.7502 12.4493
12-06-2023 11.7462 12.4447
09-06-2023 11.739 12.4359
08-06-2023 11.7413 12.4378
07-06-2023 11.7596 12.4569
06-06-2023 11.7625 12.4595
05-06-2023 11.7586 12.455
02-06-2023 11.7578 12.4528
01-06-2023 11.748 12.442
31-05-2023 11.7425 12.4357
30-05-2023 11.7338 12.4262
29-05-2023 11.7355 12.4275
26-05-2023 11.7358 12.4266
25-05-2023 11.7333 12.4235
24-05-2023 11.7366 12.4266
23-05-2023 11.7335 12.4229
22-05-2023 11.7408 12.4302
19-05-2023 11.7217 12.4088
18-05-2023 11.7165 12.4028
17-05-2023 11.719 12.405
16-05-2023 11.7129 12.3981
15-05-2023 11.7069 12.3914
12-05-2023 11.6996 12.3824
11-05-2023 11.6929 12.3749
10-05-2023 11.689 12.3703
09-05-2023 11.6877 12.3686
08-05-2023 11.6926 12.3734
04-05-2023 11.6854 12.3641
03-05-2023 11.6915 12.3701
02-05-2023 11.6705 12.3474
28-04-2023 11.6665 12.3416
27-04-2023 11.6645 12.3391
26-04-2023 11.6584 12.3321
25-04-2023 11.6549 12.3281

Fund Launch Date: 19/Feb/2019
Fund Category: Retirement Fund
Investment Objective: The primary investment objective of the Scheme is income generation and capital appreciation for its investors which will be in line with theirretirement goals by investing in a mix of equity, equity related instruments along with debt and money market instruments. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes ™ objectives will be achieved.
Fund Description: An open-ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier)
Fund Benchmark: CRISIL Short Term Bond Fund Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.