Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan - Direct - Payout of IDCW
Aditya Birla Sun Life Mutual Fund Solution Oriented Retirement Fund
Expense Ratio
1.16%
AUM
₹26.32 Lakh
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
-8.94%
Poor
1 Year
-0.77%
Poor
3 Years
-0.69%
Poor
5 Years
+0.86%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹26.32 Lakh
Recent Trend
Growing
Stability Score
32.6
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+95.40%
3Y
3Y CAGR
+186.09%
5Y
5Y CAGR
+554.73%
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Low - Stable investment with occasional price movements
Volatility
5.30%
Annualized standard deviation
Sharpe Ratio
-0.935
Very Poor - Risk-adjusted return
Max Drawdown
-10.00%
Low - Worst decline
Consistency
81.0%
Performance consistency
Volatility Breakdown
Daily Volatility
0.33%
Average daily price movement
Annualized Volatility
5.30%
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