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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 202612.3677
CategoryRetirement
PlanRegular · 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 year1.96%
AUM₹0.65 Cr
Growth of ₹10,000₹10,7822 Sep 2021 to 2 Sep 2026
₹11,446₹10,976₹10,507₹10,037₹9,568Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹10,782 (+1.5% a year) Aditya Birla Sun Life Retirement Fund-The 50s Plan

Performance (trailing, annualised)

1Y annualised-1.50%
3Y annualised-0.03%
5Y annualised1.52%

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 ₹1,22,5363.93%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,61,1450.21%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,17,4961.13%

₹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 2024-5.53%
Calendar 2025-0.84%

Rolling returns

Rolling 1Y · average333 windows since 16 Mar 20202.55%
Rolling 1Y · median2.17%
Rolling 1Y · worst window-9.11%
Rolling 1Y · best window12.44%
Rolling 1Y · windows positive70%
Rolling 3Y · average230 windows since 16 Mar 20222.76%
Rolling 3Y · median3.01%
Rolling 3Y · worst window-0.06%
Rolling 3Y · best window5.32%
Rolling 3Y · windows positive100%
Rolling 5Y · average127 windows since 19 Mar 20242.54%
Rolling 5Y · median2.53%
Rolling 5Y · worst window0.96%
Rolling 5Y · best window5.27%
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)7.97%
Downside deviation (3Y)7.49%
Maximum drawdown-10.66%

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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