Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedFund Details
Risk Metrics
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Sharpe Ratio
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth by Aditya Birla Sun Life Mutual Fund is a Retirement Fund fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Retirement Fund category.
About This Fund
Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth is a Retirement Fund mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹27.0 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.93%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Individuals planning for retirement with a systematic long-term investment approach
- •SIP investors who can benefit from rupee cost averaging during market fluctuations