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Aditya Birla Sun Life Pension Scheme A - Tier I
05Allocations
Asset Allocation
Perpetual Bond Rating Holdings
| CAGR of | 1 year | 3 year | 5 year | 7 year | Since Inception |
|---|---|---|---|---|---|
| This Fund | 16.99% | 10.34% | 8.89% | 7.87% | 5.01% |
| List of Fund Invested in REITS | Ratings | % of the fund |
|---|---|---|
| Nexus Select Trust | AAA | 0.00% |
| Mindspace Business Parks REIT | AAA | 26.16% |
| Embassy Office Parks REIT | AAA | 24.09% |
| Brookfield India REIT | AAA | 0.00% |
| Knowledge Realty Trust Reit | AAA | 0.00% |
Strengths
Sharpe Ratio
The Sharpe ratio shows how well the fund is performing relative to its risk.
Sortino Ratio
A higher Sortino ratio means the fund is effectively managing downside risk, minimizing losses during market downturns.
Weaknesses
Expense Ratio
The expense ratio for the fund is 0.11%, which is higher than the category average of 0.08%
Who Should Invest?
Investors with a long-term horizon and high risk tolerance, looking to diversify their portfolio through alternative assets like REITs and InvITs, should consider Scheme A. It is ideal for those who understand the potential volatility and seek higher growth opportunities.
Who Should Avoid?
Conservative or risk-averse investors prioritizing stability and low volatility should avoid Scheme A. It is also unsuitable for short-term investors or those uncomfortable with the complexity of alternative investments.opportunities.
Investment Strategy
Aditya Birla Sun Life Pension Fund Scheme A aims to maximise risk-adjusted returns by investing in high-quality alternative assets, including listed REITs, InvITs, and Basel III Tier I bonds from reputable banks with strong credit ratings. Aditya Birla Sun Life Pension Fund Scheme A maintains diversification by limiting exposure to initial bond offerings and individual issuers while holding money market instruments to ensure liquidity. This strategy balances stability, credit quality, and long-term growth potential.
About Aditya Birla Pension Fund
Aditya Birla Sun Life Pension Fund Management Limited (ABSLPFML), formerly known as Birla Sun Life Pension Management Ltd., is a wholly-owned subsidiary of Aditya Birla Sun Life Insurance Company Limited (ABSLI), which is part of the prestigious Aditya Birla Capital Limited (ABCL). Established in 2015, ABSLPFML is registered with the Pension Fund Regulatory and Development Authority (PFRDA) to act as a Pension Fund Manager (PFM) and a Point of Presence (PoP) under the National Pension System (NPS). Since commencing operations on May 5, 2017, ABSLPFML has been committed to providing reliable pension fund management services to help subscribers achieve long-term financial security during retirement.
- FOUNDED IN2017
- CEOMr. Vikas Seth
- Fund House AUM6364.11 Cr
Disclaimer
1 Finance Private Limited operates independently. The information presented herein is intended solely for educational and informational purposes and should not be construed as financial advice. Before making any financial decisions, it's essential to undertake your own thorough research and analysis. If you're uncertain about any financial matters, we strongly recommend seeking guidance from a qualified financial advisor.
05Allocations
Asset Allocation
Perpetual Bond Rating Holdings
| CAGR of | 1 year | 3 year | 5 year | 7 year | Since Inc. |
|---|---|---|---|---|---|
| This Fund | 16.99% | 10.34% | 8.89% | 7.87% | 5.01% |
| List of Fund Invested in REITS | Ratings | % of the fund |
|---|---|---|
| Nexus Select Trust | AAA | 0.00% |
| Mindspace Business Parks REIT | AAA | 26.16% |
| Embassy Office Parks REIT | AAA | 24.09% |
| Brookfield India REIT | AAA | 0.00% |
| Knowledge Realty Trust Reit | AAA | 0.00% |
Strengths
Sharpe Ratio
The Sharpe ratio shows how well the fund is performing relative to its risk.
Sortino Ratio
A higher Sortino ratio means the fund is effectively managing downside risk, minimizing losses during market downturns.
Weaknesses
Expense Ratio
The expense ratio for the fund is 0.11%, which is higher than the category average of 0.08%
Who Should Invest?
Investors with a long-term horizon and high risk tolerance, looking to diversify their portfolio through alternative assets like REITs and InvITs, should consider Scheme A. It is ideal for those who understand the potential volatility and seek higher growth opportunities.
Who Should Avoid?
Conservative or risk-averse investors prioritizing stability and low volatility should avoid Scheme A. It is also unsuitable for short-term investors or those uncomfortable with the complexity of alternative investments.opportunities.
Investment Strategy
Aditya Birla Sun Life Pension Fund Scheme A aims to maximise risk-adjusted returns by investing in high-quality alternative assets, including listed REITs, InvITs, and Basel III Tier I bonds from reputable banks with strong credit ratings. Aditya Birla Sun Life Pension Fund Scheme A maintains diversification by limiting exposure to initial bond offerings and individual issuers while holding money market instruments to ensure liquidity. This strategy balances stability, credit quality, and long-term growth potential.
About Aditya Birla Pension Fund
Aditya Birla Sun Life Pension Fund Management Limited (ABSLPFML), formerly known as Birla Sun Life Pension Management Ltd., is a wholly-owned subsidiary of Aditya Birla Sun Life Insurance Company Limited (ABSLI), which is part of the prestigious Aditya Birla Capital Limited (ABCL). Established in 2015, ABSLPFML is registered with the Pension Fund Regulatory and Development Authority (PFRDA) to act as a Pension Fund Manager (PFM) and a Point of Presence (PoP) under the National Pension System (NPS). Since commencing operations on May 5, 2017, ABSLPFML has been committed to providing reliable pension fund management services to help subscribers achieve long-term financial security during retirement.
- FOUNDED IN2017
- CEOMr. Vikas Seth
- Fund House AUM6364.11 Cr
Disclaimer
1 Finance Private Limited operates independently. The information presented herein is intended solely for educational and informational purposes and should not be construed as financial advice. Before making any financial decisions, it's essential to undertake your own thorough research and analysis. If you're uncertain about any financial matters, we strongly recommend seeking guidance from a qualified financial advisor.