Aditya Birla Sun Life Retirement Fund The 50s Plan
Direct · Growth ₹16.41
21 Apr 2026
NAV
7.0%
3Y CAGR
7.2%
5Y CAGR
7.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.35
Sharpe
-5.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.42 L | 7.4% | -7.0% | 17.9% |
| 3 Years | ₹36.00 L | ₹40.51 L | 7.3% | 0.9% | 12.4% |
| 5 Years | ₹60.00 L | ₹73.70 L | 8.2% | 6.8% | 9.4% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 7.4% | 1.9% | +5.5% |
| 3 Years | 7.3% | 11.7% | -4.4% |
| 5 Years | 8.2% | 11.3% | -3.0% |