Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth

Open Ended Schemes(Solution Oriented Scheme - Retirement Fund)Moderate RiskISIN INF209KB1J14

NAV · 06-Jul-2026

₹15.1773

+1.87%

+1.81%

1Y (CAGR)

+3.99%

3Y (CAGR)

+7.60%

5Y (CAGR)

+5.95%

Since inception (CAGR)

+5.80%

NAV history

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Risk & SIP analytics

Q3 · 3Y in category

Volatility (3y)

3.63%

Downside dev (3y)

2.87%

Max drawdown (3y)

-3.9%

Sharpe (3y)

0.30

SIP XIRR (3y)

+6.10%

SIP XIRR (5y)

+6.77%

Calendar-year returns

2020 +7.9%2021 +1.9%2022 +1.5%2023 +10.0%2024 +9.2%2025 +5.5%

Fund facts

Fund managerMohit Sharma · Harshil Suvarnkar

AUM₹267 Cr

TER · AMFI officialDirect 0.63% · Regular 1.96% (2026-06-30)

Launch date19-Feb-2019

Plan typeOpen Ended · Solution Oriented

Min lumpsum1000

Lock-in5 yr

Volatility3.19

AMCAditya Birla Sun Life AMC Limited

Objective · 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.

scheme documents ↗