Investment Objective
The Investment Objective Of The Scheme Is Income Generation And Capital Appreciation For Its Investors Which Will Be In Line With Their Retirement Goals By Investing In A Mix Of…
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Portfolio
As of 8 Oct 2026
Asset class
Market cap
Key figures
How it compares
Trailing Returns
| 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 7Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|
| This fund | -0.52% | -0.42% | +1.76% | +1.52% | +2.04% | +4.72% | +3.77% | +3.94% | N/A |
Calendar Year Returns vs Benchmark
Comparison with CRISIL Short Duration Fund Index
More detail
Monthly returns, rolling returns, risk measures and the full NAV history.
Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Plan Regular Plan Growth is a Solution Oriented - Retirement fixed income fund from Aditya Birla Sun Life AMC Limited, launched on 11 Mar 2019. Its benchmark is the CRISIL Short Duration Fund Index. The expense ratio is 2.05% a year. It manages ₹14 crore. The NAV was ₹13.56 on 8 Oct 2026.
| Period | Return | Volatility a year |
|---|---|---|
| Last 1 year | +2.04% | 1.69% |
| Last 3 years | +4.72% a year | 1.41% |
| Last 5 years | +3.77% a year | 1.60% |
Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of returns over the same period. Figures as of 7 Oct 2026.
From 2019 to 2026, the fund returned more than the CRISIL Short Duration Fund Index in 0 of 8 calendar years. The 2026 figure is year to date.
| Year | 2019 | 2020 | 2021 |
|---|
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| 2022 |
|---|
| 2023 |
|---|
| 2024 |
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| 2025 |
|---|
| 2026 YTD |
|---|
| This fund | +4.34% | +6.45% | +1.89% | +1.01% | +5.11% | +6.15% | +4.77% | +1.52% |
| Benchmark | +9.53% | +10.42% | +4.38% | +3.57% | +7.28% | +7.97% | +7.76% | +19.13% |
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