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

Open Ended Schemes(Solution Oriented Scheme - Retirement Fund)Moderate RiskISIN INF209KB1J48

NAV · 06-Jul-2026

₹16.7808

+1.98%

+2.49%

1Y (CAGR)

+5.38%

3Y (CAGR)

+9.04%

5Y (CAGR)

+7.37%

Since inception (CAGR)

+7.26%

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)

-3.7%

Sharpe (3y)

0.70

SIP XIRR (3y)

+7.54%

SIP XIRR (5y)

+8.21%

Calendar-year returns

2020 +9.4%2021 +3.3%2022 +2.8%2023 +11.4%2024 +10.6%2025 +6.9%

Fund facts

Fund managerMohit Sharma · Harshil Suvarnkar

AUM₹267 Cr

Expense ratio0.54% · 2026-05-31

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

Launch date19-Feb-2019

Plan typeOpen Ended · Solution Oriented

Min lumpsum₹1,000

Min SIP₹500

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 ↗