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

Scheme code: INF209KB1J48 NAV value: ₹ 15.5181 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	6.07	16.25	12.20	20.32
3 year	3.78	9.29	5.98	13.44
5 year	6.38	8.04	7.23	12.17

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.59	12.2
3 year	6.28	33.32	15.79	5.98
5 year	3.54	26.02	13.5	7.23
7 year	3.33	15.62	11.71
10 year	3.49	17.22	10.6
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	17.85	12.2
3 year	6.56	32.12	15.89	5.98
5 year	3.67	26.2	13.34	7.23
7 year	3.8	15.42	11.89
10 year	3.8	18	11.04
12 year	3.63	16.86	11.23
15 year	7.01	16.36	11.2

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	19.17	12.2
3 year	7.68	33.37	17.29	5.98
5 year	3.4	27.63	13.8	7.23
7 year	3.76	16.01	12.11
10 year	3.56	16.94	10.91
12 year	3.31	16.54	11.04
15 year	6.56	16.42	10.97

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.78	12.2
3 year	8.04	34.46	18.27	5.98
5 year	3.37	28.64	14.21	7.23
7 year	3.97	16.42	12.41
10 year	3.53	17.72	11.22
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

- Average return: 12.2% - Median return: 12.73% - Average standard deviation: 1.25

- Average return: 5.98% - Median return: 5.38% - Average standard deviation: 0.33

- Average return: 7.23% - Median return: 7.29% - Average standard deviation: 0.21

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 (%)
1 year	12,00,000	12,60,638	60,638	5.06
3 year	36,00,000	39,67,311	3,67,311	3.29
5 year	60,00,000	73,10,133	13,10,133	4.03

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,60,638 - Absolute Returns: ₹60,638 - CAGR: 5.06%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,67,311 - Absolute Returns: ₹3,67,311 - CAGR: 3.29%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹73,10,133 - Absolute Returns: ₹13,10,133 - CAGR: 4.03%