Compare Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan vs Sundaram Short Duration Fund
Risk | Moderate | Moderate |
Rating | 1.0 | 3.0 |
Min SIP Amount | ₹500 | ₹250 |
Expense Ratio | 2.07 | 0.89 |
NAV | ₹13.35 | ₹45.41 |
Fund Started | 19 Feb 2019 | 13 May 2003 |
Fund Size | ₹16.81 Cr | ₹193.66 Cr |
Exit Load | - | - |
Risk
Moderate
Moderate
Rating
1.0
3.0
Min SIP Amount
₹500
₹250
Expense Ratio
2.07
0.89
NAV
₹13.35
₹45.41
Fund Started
19 Feb 2019
13 May 2003
Fund Size
₹16.81 Cr
₹193.66 Cr
Exit Load
-
-
1 Year | 4.75% | 7.24% |
3 Year | 5.31% | 7.32% |
5 Year | 3.77% | 7.11% |
1 Year
4.75%
7.24%
3 Year
5.31%
7.32%
5 Year
3.77%
7.11%
Equity | 0.00% | 0.00% |
Cash | 8.92% | 6.24% |
Equity
0.00%
0.00%
Cash
8.92%
6.24%
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Name | Dhaval Joshi | Dwijendra Srivastava |
Start Date | 10 Jun 2024 | 02 Jul 2025 |
Name
Dhaval Joshi
Dwijendra Srivastava
Start Date
10 Jun 2024
02 Jul 2025
Description | The Scheme seeks to invests in various debt securities and money market instruments issued by corporates and/or state and central government. | The fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cash fund and a bond fund. |
Launch Date | 19 Feb 2019 | 13 May 2003 |
Description
The Scheme seeks to invests in various debt securities and money market instruments issued by corporates and/or state and central government.
The fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cash fund and a bond fund.
Launch Date
19 Feb 2019
13 May 2003