Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan-Direct Plan-Growth
Aditya Birla Sun Life Mutual Fund Solution Oriented Retirement Fund
Expense Ratio
1.16%
AUM
₹1.74 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
+1.24%
Below Average
6 Months
+3.22%
Below Average
1 Year
+5.56%
Below Average
3 Years
+6.39%
Poor
5 Years
+5.12%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹1.74 Cr
Recent Trend
Growing
Stability Score
5.9
Growth Assessment
Good Growth
Growth Performance
Historical returns
1Y
Annual Growth
+13.34%
3Y
3Y CAGR
+13.18%
5Y
5Y CAGR
+17.65%
Growth Assessment: Good Growth
• Steady growth in investor base
• Moderate flow stability
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
1.40%
Annualized standard deviation
Sharpe Ratio
-0.548
Very Poor - Risk-adjusted return
Max Drawdown
-2.30%
Low - Worst decline
Consistency
88.1%
Performance consistency
Volatility Breakdown
Daily Volatility
0.09%
Average daily price movement
Annualized Volatility
1.40%
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