Aditya Birla Sun Life
Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan-Regular Plan-Growth
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +0.04% | +0.28% | -0.24 | 17 / 18 | Q4 |
| 1W | +0.06% | -1.02% | +1.08 | 1 / 18 | Q1 |
| 2W | +0.27% | +0.18% | +0.08 | 6 / 18 | Q2 |
| 1M | +0.16% | -0.53% | +0.69 | 6 / 18 | Q2 |
| 3M | -0.01% | +0.13% | -0.13 | 6 / 18 | Q2 |
| 6M | +0.74% | -2.49% | +3.23 | 2 / 18 | Q1 |
| YTD | +0.59% | -2.48% | +3.07 | 3 / 18 | Q1 |
| 1Y | +1.86% | +0.11% | +1.75 | 5 / 18 | Q2 |
| 2Y | +4.42% | +3.68% | +0.73 | 7 / 18 | Q2 |
| 3Y | +4.56% | +10.00% | -5.43 | 15 / 15 | Q4 |
| 4Y | +4.86% | +9.83% | -4.97 | 14 / 14 | Q4 |
| 5Y | +3.85% | +8.12% | -4.27 | 14 / 14 | Q4 |
| 7Y | +4.09% | +8.57% | -4.49 | 7 / 7 | Q4 |
| 10Y | — | — | — | — | — |
| Inception | +4.17% | +9.30% | -5.13 | 18 / 18 | Q4 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2026 YTD | +0.59% | -2.48% | +3.07 | 3 / 18 |
| 2025 | +4.83% | +4.08% | +0.75 | 9 / 18 |
| 2024 | +6.15% | +14.07% | -7.92 | 16 / 16 |
| 2023 | +5.10% | +18.56% | -13.46 | 15 / 15 |
| 2022 | +1.01% | +0.25% | +0.76 | 6 / 14 |
| 2021 | +1.89% | +12.35% | -10.46 | 10 / 10 |
| 2020 | +6.34% | +13.17% | -6.82 | 10 / 10 |
| 2019 | — | — | — | — |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Risk profile
Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.
Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.
Peers in Retirement Fund
Recent NAVs
| Date | NAV |
|---|---|
| 3 Jun 2026 | ₹13.4384 |
| 2 Jun 2026 | ₹13.4424 |
| 1 Jun 2026 | ₹13.4371 |
| 29 May 2026 | ₹13.4438 |
| 27 May 2026 | ₹13.4365 |
| 26 May 2026 | ₹13.4342 |
| 25 May 2026 | ₹13.4319 |
| 22 May 2026 | ₹13.4113 |
| 21 May 2026 | ₹13.4017 |
| 20 May 2026 | ₹13.4087 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- understands what asset class this scheme actually invests in (check the factsheet)
- matches that asset class's volatility profile to their goal horizon
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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