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

Open Ended Schemes(Solution Oriented Scheme - Retirement Fund)Moderate RiskISIN INF209KB1J89

NAV · 06-Jul-2026

₹11.0825

+1.32%

+1.89%

1Y (CAGR)

-3.09%

3Y (CAGR)

-1.94%

5Y (CAGR)

-0.07%

Since inception (CAGR)

+1.40%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

7.11%

Downside dev (3y)

11.98%

Max drawdown (3y)

-11.5%

Sharpe (3y)

-1.19

SIP XIRR (3y)

-1.52%

SIP XIRR (5y)

-0.95%

Calendar-year returns

2020 +6.5%2021 +1.9%2022 +1.0%2023 +5.1%2024 -8.2%2025 -1.5%

Fund facts

Fund managerHarshil Suvarnkar

AUM₹140 Cr

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 ↗