Aditya Birla Sun Life Retirement Fund-The 50s Plan

RetirementSolution Oriented Rank 12 of 19

NAV · Direct-Growth

₹16.86+0.01+0.07%

As of 3 Sept 2026 · AMFI

NAV growth+5.9%

Sep ’25Sep ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Strong

positive in 7 of 7 years

Beats its Retirement category on 1Y but trails on 3Y & 5Y.

1Y return

+5.9%

+0.8 vs cat

3Y CAGR

+8.5%

-1.9 vs cat

5Y CAGR

+7.2%

-1.8 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

4.2%

3Y std dev

Go deeper on Aditya Birla Sun Life Retirement Fund-The 50s Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Aditya Birla Sun Life Retirement Fund-The 50s Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Aditya Birla Sun Life Retirement Fund-The 50s Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Aditya Birla Sun Life Retirement Fund-The 50s Plan is a Retirement scheme from Aditya Birla Sun Life. Long-run track record: about 7.2% CAGR over 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF209KB1J48

NAV (Direct-Growth)

₹16.8558

Last 1Y

+5.94%

Sept 25Min ₹15.88 · Max ₹16.94 · 241 ptsSept 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.32%	-0.62%	7/ 24
1M	-0.14%	-0.48%	9/ 22
3M	+2.84%	+4.94%	18/ 22
6M	+2.72%	+4.76%	14/ 22
YTD	+3.66%	+2.50%	7/ 22
1Y	+5.95%	+5.15%	7/ 22
2Y	+5.90%	+3.38%	2/ 22
3Y	+8.54%	+10.47%	12/ 19
5Y	+7.21%	+8.98%	13/ 18
7Y	+7.07%	+11.18%	10/ 11

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