Aditya Birla Sun Life Retirement Fund-The 50s Plan-Direct Plan-Growth
Aditya Birla Sun Life Mutual Fund Solution Oriented Retirement Fund
Expense Ratio
1.16%
AUM
₹8.14 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate-High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-7.32%
Poor
6 Months
+3.88%
Below Average
1 Year
+7.40%
Below Average
3 Years
+9.27%
Below Average
5 Years
+6.90%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹8.14 Cr
Recent Trend
Growing
Stability Score
3.1
Growth Assessment
Declining
Growth Performance
Historical returns
1Y
Annual Growth
-2.87%
3Y
3Y CAGR
+18.76%
5Y
5Y CAGR
+24.47%
Growth Assessment: Declining
• Temporary outflows - monitor performance
• Monitor flow patterns for liquidity risk
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
3.20%
Annualized standard deviation
Sharpe Ratio
0.317
Poor - Risk-adjusted return
Max Drawdown
-5.00%
Low - Worst decline
Consistency
81.0%
Performance consistency
Volatility Breakdown
Daily Volatility
0.20%
Average daily price movement
Annualized Volatility
3.20%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance