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

Open Ended Schemes(Solution Oriented Scheme - Retirement Fund)Moderate RiskISIN INF209KB1K11

NAV · 06-Jul-2026

₹12.1490

+1.42%

+2.43%

1Y (CAGR)

-1.97%

3Y (CAGR)

-0.85%

5Y (CAGR)

+1.12%

Since inception (CAGR)

+2.68%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

7.11%

Downside dev (3y)

12.61%

Max drawdown (3y)

-10.1%

Sharpe (3y)

-1.03

SIP XIRR (3y)

-0.46%

SIP XIRR (5y)

+0.18%

Calendar-year returns

2020 +7.8%2021 +3.3%2022 +2.3%2023 +6.4%2024 -7.1%2025 -0.5%

Fund facts

Fund managerHarshil Suvarnkar

AUM₹140 Cr

Expense ratio0.78% · 2026-05-31

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 ↗