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

Open Ended Schemes(Solution Oriented Scheme - Retirement Fund)Moderate RiskISIN INF209KB1J71

NAV · 06-Jul-2026

₹13.6249

+1.32%

+1.89%

1Y (CAGR)

+3.09%

3Y (CAGR)

+5.05%

5Y (CAGR)

+4.15%

Since inception (CAGR)

+4.31%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

1.10%

Downside dev (3y)

0.82%

Max drawdown (3y)

-1.1%

Sharpe (3y)

-1.32

SIP XIRR (3y)

+4.70%

SIP XIRR (5y)

+4.70%

Calendar-year returns

2020 +6.5%2021 +1.9%2022 +1.0%2023 +5.1%2024 +6.2%2025 +4.8%

Fund facts

Fund managerHarshil Suvarnkar

AUM₹140 Cr

TER · AMFI officialDirect 0.92% · Regular 2.05% (2026-06-30)

Launch date19-Feb-2019

Plan typeOpen Ended · Solution Oriented

Min lumpsum1000

Lock-in5 yr

Volatility1.54

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 ↗