Aditya Birla SL Retirement-The 50sPlus-Debt-Reg(G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
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 SL Retirement-The 50sPlus-Debt-Reg(G)
Aditya Birla Sun Life AMC Ltd
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
Moderate Risk
Expenses
High Expenses
Portfolio Mix
Debt Focused
Management
Seasoned Team
Quality Score
Below Average
Aditya Birla SL Retirement-The 50sPlus-Debt-Reg(G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
1-Year Returns
Recent performance momentum
Management Stability
Fund manager experience
Risk Assessment
Risk-adjusted returns
Long-term Track Record
Historical performance consistency
Cost Efficiency
Fund management costs
Equity Exposure
Market exposure level
Fund Size
Assets under management
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| 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
Performance Summary
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
Aditya Birla SL Retirement-The 50sPlus-Debt-Reg(G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India Retirement Fund - Direct (G) | ₹243.06 | 7.42% | 3.52% | 11.31% |
| Franklin India Retirement Fund (G) | ₹221.35 | 7.00% | 2.72% | 10.46% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | ₹80.24 | 16.98% | -1.88% | 16.72% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | ₹77.87 | 15.25% | 0.53% | 15.74% |
| Tata Retirement Savings Fund - Progressive (G) | ₹65.84 | 16.12% | -3.31% | 15.01% |
| Tata Retirement Savings Fund - Moderate (G) | ₹65.16 | 14.44% | -0.87% | 14.12% |
| HDFC Retirement Savings Fund - Equity - Dir (G) | ₹58.30 | 14.04% | -1.91% | 19.59% |
| UTI-Retirement Fund - Direct | ₹54.17 | 7.08% | 2.55% | 12.39% |
| HDFC Retirement Savings Fund - Equity (G) | ₹51.35 | 13.47% | -2.90% | 18.27% |
| UTI-Retirement Fund - Regular | ₹50.12 | 6.75% | 1.91% | 11.67% |
Category Average Returns
Harshil Suvarnkar
A seasoned investment professional with over 7 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.