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

Scheme code: INF209KB1J48 NAV value: ₹ 16.2020 NAV date: 18 March, 2026 TER: 0.61%

Fund option: Direct Fund type: Growth

Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-2.19	15.07	8.16	7.43	13.66
3 year	3.84	11.12	6.62	6.92	12.89
5 year	6.43	7.97	7.12	7.17	12.87
7 year	7.03	7.05	7.04	7.04	11.93

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	7.43
3 year	6.28	30.95	15.04	6.92
5 year	8.38	26.02	14.22	7.17
7 year	10.18	15.62	12.93	7.04
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	7.43
3 year	6.56	19.64	13.57	6.92
5 year	9.22	12.29	10.75	7.17

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	7.43
3 year	7.68	21.49	15.06	6.92
5 year	10.37	13.5	11.93	7.17

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	7.43
3 year	8.04	32.03	17.81	6.92
5 year	8.18	28.64	15.34	7.17
7 year	10.64	16.42	13.77	7.04
10 year	12.56	14.06	13.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,41,722 - Absolute Returns: ₹41,722 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,27,467 - Absolute Returns: ₹4,27,467 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹73,57,366 - Absolute Returns: ₹13,57,366 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,09,88,600 - Absolute Returns: ₹25,88,600 - CAGR: %

Drawdown Metrics

Max Drawdown

-4.99 %

Drawdown Duration

2 months

Recovery Time

2 months

Avg Drawdown

-0.49 %

Calmar Ratio by Duration

1 Y

1.488

3 Y

1.3858

5 Y

1.4359

7 Y

1.4099

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	1.97	0.26	29.5	20.1	7.82 %	4.00 %
3 years	2.04	0.24	28.1	18.3	9.69 %	11.28 %
5 years	-0.06	0.20	22.4	16.0	7.02 %	9.44 %
7 years	0.16	0.09	15.3	9.2	7.04 %	10.74 %
10 years	-1.70	0.09	15.2	9.2	4.89 %	7.51 %
12 years	-2.43	0.09	15.2	9.2	4.05 %	6.22 %
15 years	-3.13	0.09	15.2	9.2	3.23 %	4.95 %