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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 202615.2027
CategoryRetirement
PlanRegular · Growth
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 year1.96%
AUM₹17.4 Cr
Growth of ₹10,000₹13,2532 Sep 2021 to 2 Sep 2026
₹13,337₹12,394₹11,452₹10,510₹9,568Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,253 (+5.8% a year) Aditya Birla Sun Life Retirement Fund-The 50s Plan

Performance (trailing, annualised)

1Y annualised4.77%
3Y annualised7.07%
5Y annualised5.79%

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 ₹1,23,1624.90%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,92,9675.77%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,08,0536.56%

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

Calendar years

Calendar 20211.92%
Calendar 20221.47%
Calendar 20239.98%
Calendar 20249.17%
Calendar 20255.47%

Rolling returns

Rolling 1Y · average333 windows since 16 Mar 20205.81%
Rolling 1Y · median6.06%
Rolling 1Y · worst window-3.09%
Rolling 1Y · best window13.31%
Rolling 1Y · windows positive95%
Rolling 3Y · average230 windows since 16 Mar 20225.69%
Rolling 3Y · median5.83%
Rolling 3Y · worst window2.50%
Rolling 3Y · best window9.66%
Rolling 3Y · windows positive100%
Rolling 5Y · average127 windows since 19 Mar 20245.71%
Rolling 5Y · median5.67%
Rolling 5Y · worst window5.04%
Rolling 5Y · best window6.48%
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)3.67%
Downside deviation (3Y)2.51%
Maximum drawdown-3.85%

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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