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

Open Ended Schemes(Solution Oriented Scheme - Retirement Fund)Moderate RiskISIN INF209KB1K03

NAV · 06-Jul-2026

₹14.9381

+1.42%

+2.43%

1Y (CAGR)

+4.28%

3Y (CAGR)

+6.23%

5Y (CAGR)

+5.39%

Since inception (CAGR)

+5.62%

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)

-0.25

SIP XIRR (3y)

+5.84%

SIP XIRR (5y)

+5.89%

Calendar-year returns

2020 +7.9%2021 +3.3%2022 +2.3%2023 +6.4%2024 +7.4%2025 +5.9%

Fund facts

Fund managerHarshil Suvarnkar

AUM₹140 Cr

Expense ratio0.78% · 2026-05-31

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

Launch date19-Feb-2019

Plan typeOpen Ended · Solution Oriented

Min lumpsum₹1,000

Min SIP₹500

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 ↗