otherModerate risk

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

A specialised fund. Check the scheme details for what it invests in. From Aditya Birla Sun Life Mutual Fund. It's been running since 13 Mar 2019.

Latest price per unit

₹12.18

▼ 0.01% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹98.1k

▼ ₹1.9k loss · -1.9% / year

Invested 3 years ago

₹97.0k

▼ ₹3.0k loss · -1.0% / year

Invested 5 years ago

₹1.04 L

▲ ₹4.3k gain · 0.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

7.1%

The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-10.05%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-1.91%

CAGR — 3 years-1.02%

CAGR — 5 years0.84%

CAGR — since launch2.66%

Volatility — 1 year (annualised)6.44%

Volatility — 3 years (annualised)7.11%

Max drawdown — 1 year-5.99%

Max drawdown — 3 years-10.05%

Sharpe ratio — 1 year (rf=6%)-1.24

Sharpe ratio — 3 years (rf=6%)-0.99

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Solution Oriented Scheme - Retirement Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF209KB1K11
ISIN (Div re-invest): INF209KB1K29
Fund code: 146944
First price on record: 13 Mar 2019 · 1,812 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.