Aditya Birla Sun Life Retirement Fund-The 50s Plan- Regular - Payout of IDCW

Open Ended Schemes(Solution Oriented Scheme - Retirement Fund)Moderate RiskISIN INF209KB1J22

NAV · 06-Jul-2026

₹12.3471

+1.87%

+1.81%

1Y (CAGR)

-2.24%

3Y (CAGR)

+0.45%

5Y (CAGR)

+1.67%

Since inception (CAGR)

+2.86%

NAV history

hover for values

Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

7.94%

Downside dev (3y)

11.15%

Max drawdown (3y)

-10.7%

Sharpe (3y)

-0.76

SIP XIRR (3y)

-0.23%

SIP XIRR (5y)

+1.00%

Calendar-year returns

2020 +7.9%2021 +1.9%2022 +1.5%2023 +10.0%2024 -5.5%2025 -0.8%

Fund facts

Fund managerMohit Sharma · Harshil Suvarnkar

AUM₹267 Cr

Launch date19-Feb-2019

Plan typeOpen Ended · Solution Oriented

Min lumpsum1000

Lock-in5 yr

Volatility3.92

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 ↗