← All schemes
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt
Aditya Birla Sun Life·
Retirement
1Y
+3.40%
3Y
+5.84%
5Y
+5.06%
Since Inception
+5.17%
Sharpe
-1.36
Sortino
-1.38
Max Drawdown
-2.26%
Volatility
1.59%
Alpha
-1.23%
vs proxy benchmark
Beta
0.05
vs proxy benchmark
Info Ratio
-0.48
vs proxy benchmark
Up / Down Capture
19 / -6
vs proxy benchmark
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-15
AUM₹16 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Retirement
1Y
#16 of 29
Top 55%
3Y CAGR
#27 of 27
Top 100%
5Y CAGR
#25 of 25
Top 100%
Sharpe
#29 of 29
Top 100%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.