Aditya Birla Sun Life Mutual FundRetirementDirect plan, growth

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

Compare retirement funds Compare with others

NAV: ₹14.96; —11 Sept 2026
AUM (₹ Cr): 14; Average, April - June 2026
Expense ratio: 0.92%; Regular 2.05%
Risk: Moderate; SEBI riskometer

1Y return: 4.1%-1.5%; Benchmark 5.6%
3Y CAGR: 6.0%-1.1%; Benchmark 7.1%
5Y CAGR: 5.1%-1.2%; Benchmark 6.2%

Loading NAV history…

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

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	-0.3%	+1.0%	+1.8%	+2.7%	+4.1%	+6.0%	+5.1%	—	+5.5%
CRISIL Short Term Bond Index	—	—	—	—	5.6%	7.1%	6.2%	—	7.0%
Retirement average	-1.8%	2.7%	7.2%	1.0%	3.3%	9.8%	9.4%	10.6%	11.3%
Difference	—	—	—	—	-1.5%	-1.1%	-1.2%	—	-1.5%

Portfolio

Fund details

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Life Goals · Retirement
SEBI classification: Solution Oriented / Retirement
Benchmark: CRISIL Short Term Bond Index
Launch date: 13 Mar 2019 (7.5 years)
Structure: Open Ended
Plans and options: Direct Growth, Regular Growth
Fund manager: Harshil Suvarnkar
Minimum SIP: ₹500
Minimum lumpsum: ₹1,000 (then ₹1,000)
Exit load: None
Lock-in: 5 years
Riskometer: Moderate (benchmark Moderate)
Expense ratio as of: 9 Sept 2026
AUM period: April - June 2026
ISIN, Direct Growth: INF209KB1K03
ISIN, Regular Growth: INF209KB1J71
Scheme code: 146943, 146941

NAV and returns as of 11 Sept 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

Other retirement funds

Other funds in the Retirement category.

Compare retirement funds