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Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan
Fund Overview
| AUM (Fund size) | ₹17 Cr |
| Exit load | 0% |
| Lock-in Period | 5 Years |
| Age | 6 yrs 9 m since Feb 19, 2019 |
| Benchmark | Crisil Short-Term Bond |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 2.07% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Moderate |
| Tax on your gains | Profits are added to your income and taxed as per your slab rate |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan | 0.14% | 1.12% | 5.13% | 5.38% | 3.8% | N.A. |
| ICICI Prudential Retirement Fund - Pure Debt Plan | 0.1% | 1.03% | 5.9% | 6.32% | 4.93% | 4.3% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan | 1.14 | 2.94 | -0.65 | -1.00 |
| ICICI Prudential Retirement Fund - Pure Debt Plan | 1.10 | 0.56 | 0.00 | 0.00 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan | 17 Cr | 6 yrs 9 m | 2.07% |
| ICICI Prudential Retirement Fund - Pure Debt Plan | 97 Cr | 6 yrs 9 m | 2.17% |