Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth

Scheme code: INF209KB1J48 NAV value: ₹ 15.0435 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 10.09 16.25 13.14 25.46
3 year 6.21 8.71 7.57 13.97
5 year 6.67 8.04 7.32 14.42

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 13.14
3 year 7.63 16.87 13.32 7.57
5 year 12.6 19.62 15.37 7.32
7 year 10.81 15.2 13.42
10 year 9.81 13.99 12.12
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 13.14
3 year 7.94 17.89 14.14 7.57
5 year 13.28 20.23 15.93 7.32
7 year 10.62 15.28 13.42
10 year 10.08 14.47 12.61
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 13.14
3 year 9.26 19.51 15.7 7.57
5 year 14.45 21.69 17.28 7.32
7 year 11.07 15.88 13.98
10 year 10.64 15.2 13.25
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 13.14
3 year 9.84 20.48 16.73 7.57
5 year 15.2 22.82 18.38 7.32
7 year 11.31 16.28 14.37
10 year 11.16 15.89 13.85
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 13.14
10 year 4.92 20.34 12.6

Rolling return for 1 year

Average return: 13.14%
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.9 10.09 10.9 10.09 0.41 10.5 01-2024 01-2025
12.76 11.72 14.01 10.49 1.3 12.24 12-2023 12-2024
14.03 13.04 15.46 11.64 1.4 13.54 11-2023 11-2024
14.74 14.87 16.25 13.38 1.02 14.81 10-2023 10-2024
13.7 14.71 15.86 12.57 1.22 14.21 09-2023 09-2024
12.49 13.97 14.58 11.89 1.09 13.23 08-2023 08-2024
13.6 12.87 15.38 11.12 1.53 13.24 07-2023 07-2024
12.14 13.46 15.18 10.45 1.74 12.81 06-2023 06-2024
12.7 13.35 14.69 11.39 1.19 13.03 05-2023 05-2024
13.64 13.43 14.9 12.18 0.96 13.54 04-2023 04-2024
13.59 13.71 14.76 12.55 0.78 13.65 03-2023 03-2024
12.91 12.9 13.9 11.93 0.7 12.91 02-2023 02-2024

Rolling return for 3 year

Average return: 7.57%
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.55 8.11 8.55 8.11 0.22 8.33 01-2022 01-2025
8.22 8.5 8.61 8.1 0.21 8.36 12-2021 12-2024
7.92 8.16 8.36 7.71 0.24 8.04 11-2021 11-2024
8.12 8.51 8.59 8.04 0.24 8.32 10-2021 10-2024
8.03 8.55 8.71 7.87 0.35 8.29 09-2021 09-2024
7.74 8.13 8.4 7.47 0.36 7.94 08-2021 08-2024
7.73 8.01 8.3 7.45 0.32 7.87 07-2021 07-2024
6.68 7.46 7.64 6.5 0.49 7.07 06-2021 06-2024
6.59 7.03 7.21 6.41 0.32 6.81 05-2021 05-2024
6.6 6.81 7 6.41 0.22 6.7 04-2021 04-2024
6.53 6.68 6.9 6.31 0.22 6.6 03-2021 03-2024
6.4 6.52 6.71 6.21 0.18 6.46 02-2021 02-2024

Rolling return for 5 year

Average return: 7.32%
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.47 7.31 7.47 7.31 0.08 7.39 01-2020 01-2025
7.63 7.64 7.86 7.4 0.16 7.63 12-2019 12-2024
7.35 7.42 7.62 7.16 0.16 7.39 11-2019 11-2024
7.59 7.69 7.87 7.4 0.17 7.64 10-2019 10-2024
7.63 7.88 8.04 7.47 0.22 7.75 09-2019 09-2024
7.27 7.54 7.66 7.15 0.2 7.4 08-2019 08-2024
7.34 7.44 7.67 7.1 0.2 7.39 07-2019 07-2024
6.83 7.3 7.4 6.72 0.29 7.06 06-2019 06-2024
6.97 7.06 7.35 6.69 0.24 7.02 05-2019 05-2024
6.9 7.07 7.14 6.84 0.12 6.99 04-2019 04-2024
6.76 6.89 6.98 6.67 0.12 6.82 03-2019 03-2024