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Aditya Birla Sun Life

Aditya Birla Sun Life Retirement Fund-The 50s Plan

RetirementSolution Oriented Rank 12 of 19

NAV · Direct-Growth

₹16.88-0.03-0.15%

As of 1 Sept 2026 · AMFI

NAV growth+6.5%
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

+6.5%

+0.7 vs cat

3Y CAGR

+8.6%

-1.9 vs cat

5Y CAGR

+7.3%

-1.9 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.

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 7.3% 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)

₹16.8841

Last 1Y

+6.46%

Sept 25Min ₹15.86 · Max ₹16.94 · 241 ptsSept 26

Performance

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

PeriodReturnsCategory avgRank
1W-0.23%-0.72%3/ 24
1M+0.38%+0.61%13/ 22
3M+3.08%+5.12%17/ 22
6M+2.58%+4.03%11/ 22
YTD+3.84%+2.65%7/ 22
1Y+6.46%+5.79%7/ 22
2Y+6.06%+3.52%2/ 22
3Y+8.61%+10.51%12/ 19
5Y+7.28%+9.17%13/ 18
7Y+7.12%+11.07%10/ 11

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.