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OmniAsset › Mutual funds › Aditya Birla Sun Life Retirement Fund-The 50s Plan

Aditya Birla Sun Life Retirement Fund-The 50s Plan

Retirement fund benchmarked to CRISIL Short Term Debt Hybrid 75+25 Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202613.7029
CategoryRetirement
PlanDirect · Idcw
Launched19 Feb 2019
Risk labelthe scheme's own riskometerModerately High
Legal benchmarkSEBI Tier-1CRISIL Short Term Debt Hybrid 75+25 Index
Expense ratiodirect plan, a year0.63%
AUM₹0.24 Cr
Growth of ₹10,000₹11,5212 Sep 2021 to 2 Sep 2026
₹11,916₹11,354₹10,792₹10,230₹9,669Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹11,521 (+2.9% a year) Aditya Birla Sun Life Retirement Fund-The 50s Plan

Performance (trailing, annualised)

1Y annualised-0.19%
3Y annualised1.31%
5Y annualised2.87%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,23,4235.31%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,68,6221.54%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,39,1362.49%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20213.34%
Calendar 20222.83%
Calendar 202311.41%
Calendar 2024-4.27%
Calendar 20250.51%

Rolling returns

Rolling 1Y · average333 windows since 16 Mar 20203.96%
Rolling 1Y · median3.65%
Rolling 1Y · worst window-7.88%
Rolling 1Y · best window13.91%
Rolling 1Y · windows positive80%
Rolling 3Y · average230 windows since 16 Mar 20224.16%
Rolling 3Y · median4.45%
Rolling 3Y · worst window1.28%
Rolling 3Y · best window6.75%
Rolling 3Y · windows positive100%
Rolling 5Y · average127 windows since 19 Mar 20243.94%
Rolling 5Y · median3.93%
Rolling 5Y · worst window2.32%
Rolling 5Y · best window6.74%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)7.96%
Downside deviation (3Y)7.46%
Maximum drawdown-9.14%

Management

Fund managerMr. Mohit Sharma, Mr. Harshil Suvarnkar
Managing since31 Oct 2024

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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