Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt

Aditya Birla Sun Life·

Retirement

+3.59%

+5.81%

+5.00%

Since Inception

+5.20%

Sharpe

-1.22

Sortino

-1.27

Max Drawdown

-2.26%

Volatility

1.55%

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

#12 of 29

Top 41%

3Y CAGR

#26 of 26

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.