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Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Direct Growth
INF209KB1K03 Aditya Birla Sun Life AMC Ltd Solution Oriented Growth
Latest NAV
₹14.9205
+3.30% 1Y
as of 05 Oct 2026
Sign In to Add to Portfolio Benchmark: CRISIL Short Term Bond Index
Expense ratio
0.92%
AUM
₹14 Cr
Min SIP
₹500
Min lump sum
₹1,000
1Y
+3.30%
3Y (ann.)
+5.80%
5Y (ann.)
+5.00%
Launched
Mar 2019
Where the NAV sits & how risky it is
₹14.92
52-week range at 83%
₹14.92
Low 07 Oct 2025₹14.46
High 14 Aug 2026₹15.02
Risk level Moderate
Low
Very high
NAV history
12 Mar 2019 Since inception 05 Oct 2026
Returns by period
1W
-0.16%
1M
-0.40%
3M
-0.03%
6M
+2.19%
1Y
+3.30%
3Y
+5.80%
5Y
+5.00%

3Y and 5Y returns are annualised.

Return calculator
You invest
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Invested Gain
Invested Projected value min SIP ₹500

Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.

Where your money goes AS OF 15 JUN 2026

This is a fund of funds — it invests in other funds and ETFs rather than individual companies, so the source publishes its underlying holdings without a sector split.

About this scheme

The primary investment objective of the Scheme is income generation and capital appreciation for its investors which will be in line with their retirement goals by investing in a mix of equity, equity related instruments along with debt and money market instruments. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes¡¯ objectives will be achieved.

Fund manager(s): Harshil Suvarnkar

Exit load: No charges for withdrawal

Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
12 Mar 2019
Lump-sum min
₹1,000
SIP Purchase Switch STP SWP