The 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.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Solution Oriented - Retirement Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -1.83% | -1.93% | 0.13% | 0.42% | 0.41% | 2.82% | 6.12% | 6.59% | 5.26% | N/A | 5.33% |
| Category returns | -1.5% | -2.08% | -0.31% | -0.59% | -0.76% | 1.8% | 5.93% | 6.68% | 5.4% | 6.71% | N/A |
| Absolute returns | -1.83% | -1.93% | 0.13% | 0.42% | 0.41% | 5.72% | 19.52% | 29.09% | 29.23% | N/A | 48.51% |
| Rank within category | 8/12 | 4/12 | 5/12 | 5/12 | 4/12 | 4/12 | 4/12 | 5/12 | 7/12 | N/A | N/A |
| Solution Oriented - Retirement Fund | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Yearly returns | N/A | 7.86% | 1.92% | 1.47% | 9.98% | 9.17% | 5.47% | 0.33% |
| Q1 returns | N/A | 2.22% | -0.76% | -0.46% | -0.3% | 1.75% | 0% | -2.59% |
| Q2 returns | 1.63% | 3.29% | 0.9% | -3.26% | 3.94% | 3.71% | 3.58% | 4.73% |
| Q3 returns | 1.26% | 0.47% | 1.47% | 2.99% | 2.86% | 4.11% | 0.26% | -1.02% |
| Q4 returns | 1.32% | 1.68% | 0.31% | 2.32% | 3.17% | -0.64% | 1.56% | -0.64% |
Nil
| Alpha | -0.0951391 |
| Beta | 0.9961 |
| Sharpe Ratio | -0.00263107 |
| Sortino Ratio | -0.00497818 |
| R-Squared | 0.913 |
| Tracking Error | 0.3277 |
| Downside Risk | 5.9162 |
| Std. Deviation (Annualised) | 3.9051 |
| Solution Oriented - Retirement Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Retirement Fund - Hybrid Conservative Plan - Growth | -1.89% | -1.95% | -0.26% | -0.19% | 1.35% | 7.76% | 7.06% | N/A | 7.93% | 95.26 | 2.26 | 0.13 | Moderately High |
| UTI Retirement Fund | -1.41% | -2.6% | -1.32% | -2.09% | -1.36% | 7.59% | 7.28% | 8.06% | 9.93% | 4,578.02 | 1.63 | 0.07 | Moderately High |
| Franklin India Retirement Fund - Growth | -2.09% | -2.49% | -1.57% | -2.52% | -3.54% | 6.17% | 5.63% | 6.73% | 10.91% | 479.34 | 2.24 | 0.01 | Moderately High |
| Aditya Birla Sun Life Retirement Fund - The 50s Plan - Regular Plan - Growth Current | -1.83% | -1.93% | 0.13% | 0.42% | 0.41% | 6.12% | 5.26% | N/A | 5.33% | 26.62 | 1.96 | 0.00 | Moderately High |
| Tata Retirement Savings Fund Conservative Plan - Growth | -2% | -2.28% | 0.69% | 0.95% | 0.17% | 5.9% | 4.75% | 6.58% | 8.09% | 165.48 | 2.17 | 0.00 | Moderately High |
| SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth | -1.15% | -1.31% | 1.03% | 0.9% | 0.18% | 5.82% | 6.02% | N/A | 6.68% | 137.53 | 1.45 | -0.02 | Moderate |
| SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth | -2.14% | -2.35% | 0.11% | -0.45% | -1.35% | 5.81% | 6.2% | N/A | 7.98% | 247.94 | 1.77 | 0.00 | Moderately High |
| Axis Retirement Fund - Conservative Plan - Regular Plan - Growth | -1.62% | -3.51% | -2.2% | -3.85% | -3.81% | 5.51% | 3.88% | N/A | 6.6% | 44.70 | 2.16 | -0.02 | High |
| ICICI Prudential Retirement Fund - Pure Debt Plan - Growth | -0.6% | -0.57% | 1.07% | 1.99% | 2.12% | 5.37% | 4.8% | N/A | 5.98% | 79.47 | 2.14 | -0.19 | Moderately High |
| Nippon India Retirement Fund - Income Generation Scheme - Growth | -1.62% | -3.03% | -0.83% | -1.54% | -2.89% | 5.29% | 4.68% | 5.61% | 6.01% | 138.31 | 2.11 | -0.06 | Moderately High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| TREPS | Cash & Cash Equivalents and Net Assets | 29.34% | |
| Government of India (06/10/2035) | Government Securities | 19.74% | |
| Government of India (06/02/2033) | Government Securities | 8.51% | |
| 8.55% HDFC Bank Ltd. (27/03/2029) ** | Corporate Debt | 7.60% | |
| Government of India (05/12/2033) | Government Securities | 3.64% | |
| State Government Securities (28/08/2035) | Government Securities | 2.93% | |
| Government of India (17/04/2030) | Government Securities | 2.84% | |
| TD Power Systems Ltd. | Electrical Equipment | Domestic Equities | 1.78% |
| ICICI Bank Ltd. | Banks | Domestic Equities | 1.74% |
| Net Receivable / Payable | Cash & Cash Equivalents and Net Assets | 1.62% | |
| HDFC Bank Ltd. | Banks | Domestic Equities | 1.60% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 1.24% |
| Metropolis Healthcare Ltd. | Healthcare Services | Domestic Equities | 1.22% |
| State Bank Of India | Banks | Domestic Equities | 1.02% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 0.99% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.94% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 0.90% |
| The Federal Bank Ltd. | Banks | Domestic Equities | 0.89% |
| SJS Enterprises Ltd. | Auto Components | Domestic Equities | 0.85% |
| Axis Bank Ltd. | Banks | Domestic Equities | 0.78% |
| Ultratech Cement Ltd. | Cement & Cement Products | Domestic Equities | 0.77% |
| Max Financial Services Ltd. | Insurance | Domestic Equities | 0.76% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.68% |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.65% |
| Bajaj Auto Ltd. | Automobiles | Domestic Equities | 0.59% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 0.52% |
| Bank Of Maharashtra | Banks | Domestic Equities | 0.50% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 0.50% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 0.49% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 0.40% |
| Godrej Consumer Products Ltd. | Personal Products | Domestic Equities | 0.36% |
| Avenue Supermarts Ltd. | Retailing | Domestic Equities | 0.34% |
| Bank Of Baroda | Banks | Domestic Equities | 0.34% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 0.31% |
| SBFC Finance Ltd. | Finance | Domestic Equities | 0.30% |
| Eternal Ltd. | Retailing | Domestic Equities | 0.30% |
| Vinati Organics Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.27% |
| Infosys Ltd. | IT - Software | Domestic Equities | 0.26% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.26% |
| Whirlpool Of India Ltd. | Consumer Durables | Domestic Equities | 0.23% |
| Mrs. Bectors Food Specialities Ltd. | Food Products | Domestic Equities | 0.21% |
| NTPC Ltd. | Power | Domestic Equities | 0.19% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.16% |
| Praj Industries Ltd. | Industrial Manufacturing | Domestic Equities | 0.15% |
| H.G. Infra Engineering Ltd. | Construction | Domestic Equities | 0.10% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 0.10% |
| V-Guard Industries Ltd. | Consumer Durables | Domestic Equities | 0.06% |
| Total | 100.00% | ||
He has around 10 years of experience of which 7 years are in financial markets. He joined Birla Sun Life Asset Management Co. Ltd in October 2015. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in theEquity Research in Irevna Ltd (June 2005 - June 2006).
Prior to joining ABSLAMC he was associated with Indiabulls Housing Finance Ltd for 10 years as Head - Markets,Treasury heading treasury investments, Asset Liability Management (ALM) and capital market borrowings. He has a Master’s degree in Management Studies from Jamnalal Bajaj Institute of Management Studies (JBIMS), University of Mumbai and Post-Graduate Diploma in Securities Law from Government Law College. He has also completed a programme on Investment Decisions and Behavioral Finance from Indian Institute of Management, Ahmedabad.
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