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The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Aditya Birla Sun Life Mutual Fund (ABSLMF), securities or financial instruments in any jurisdiction in which such distribution, sale or offer is not authorised. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or the solicitation of any offer to buy or sell any securities or financial instruments in the United States of America ("US") and Canada to or for the benefit of United States persons (being persons resident in the US, corporations, partnerships or other entities created or organised in or under the laws of the US or any person falling within the definition of the term "US Person" under the US Securities Act of 1933, as amended) and persons of Canada.
By entering this Website or accessing any data contained in this Website, I/We hereby confirm that I/We am/are not a U.S. person, within the definition of the term 'US Person' under the US Securities laws/resident of Canada. I/We hereby confirm that I/We are not giving a false confirmation and/or disguising my/our country of residence. I/We confirm that Aditya Birla Sun Life Mutual Fund / Aditya Birla Sun Life AMC Limited (ABSLAMC) is relying upon this confirmation and in no event shall the directors, officers, employees, trustees, agents of ABSLAMC associate/group companies be liable for any direct, indirect, incidental or consequential damages arising out of false confirmation provided.
The plan invests predominantly in debt and money market instruments with marginal allocation to equity and equity related instruments.
The primary investment objective of the Scheme is income generation and capital appreciation for its investors which will be in line with their retirement 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.
Total Experience : 13 years
Total Experience : 22 years
Individuals in their 50s have usually fulfilled all their financial responsibilities and have high disposable incomes to plan for their retirement. Retirement planning takes precedence now as individuals know that after they retire they would need a continuous supply of funds to take care of their expenses. A dedicated retirement plan is needed to help individuals fund their retirement without facing any financial dilemma.
Aditya Birla Sun Life Retirement Fund - The 50s plan is meant for investors who are in their 50s. With increasing age it is assumed that the risk appetite of investors would have decreased. Therefore, the fund invests primarily in debt and money market instruments which protect the capital from market volatility and aim to deliver less volatile returns. 0% to 25% of the fund is also allocated to the equity & equity related instruments with an aim to provide reasonable returns. The plan is focused to create a good accrual portfolio given the shorter investment horizon. Moreover, older investors need not worry about the fund adapting to their progressing age. Investors have an option to opt for the fund’s trigger facility which aims to help investors with an automated investment strategy which changes with their changing age and adapts to the changing risk profile of the investor. To illustrate, as investors step into their 60s, the fund’s trigger facility changes the plan to Aditya Birla Sun Life Retirement Fund – The 50s Plus – Debt Plan. The Fund Benchmark is CRISIL Short Term Debt Hybrid 75+25 Fund Index.
An open-ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier)
*We recommend investors to consult their financial advisers in case of doubt about whether the product is suitable for them.
*Second Income/Regular Income/Monthly Income is not assured and is subject to availability of distributable surplus. Dividend distribution in the form of regular income to individual investors is subject to dividend distribution tax (DDT) of 13.5188% which is deducted by the fund house. For individual nature of tax implications, investors are requested to consult their tax advisors before investing.
**The portfolio of the scheme is subject to changes within the provisions of the Scheme Information Document. Please refer to the Scheme Information Document for asset allocation, investment strategy, and risk factors.
+Investors should note that declaration of dividends is at the discretion of Trustees and subject to availability of distributable surplus and there is no guarantee or assurance on the frequency or quantum of dividends. The NAV of the scheme pursuant to a payout of the dividend would fall to the extent of the payout and statutory levy (if applicable). For individual nature of tax implications, investors are requested to consult their tax advisor before investing.