Closed to new subscriptions
SEBI's 26 Feb 2026 circular (cl. 2.6.3.16) discontinued the Solution-Oriented category; existing investments continue.
What the Solution-Oriented sunset meansAditya Birla Sun Life Retirement Fund - 50 Plus Debt · Direct · Growth
NAV
₹14.9221
as of 30 Sept 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +3.55%
- 3Y
- +5.81%
- 5Y
- +5.01%
- Since Inception
- +5.44%
SIP returns (XIRR)
- 1Y
- +3.30%
- 3Y
- +4.93%
- 5Y
- +5.33%
- Since Inception
- +5.22%
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan-Regular Plan-Growth
- 1Government Of India (05/12/2033)21.61%
- 2Government Of India (22/04/2064)8.75%
- 30% Goi - (06/05/2030) Strips7.73%
- 48.55% Hdfc Bank Ltd. (27/03/2029) **7.40%
- 5State Government Securities (28/08/2035)5.78%
- 6State Government Securities (28/12/2026)1.83%
Investment objective — in the AMC’s words
The primary investment objective of the Scheme is income generation and capital appreciation for its investors which will be in line with their retirement goals by investing in debt and money market instruments.
About This Fund
Aditya Birla Sun Life Retirement Fund - 50 Plus Debt · Direct · Growth is a Retirement Fund mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 7 years.
Who Should Invest?
- •Moderate-risk investors looking for balanced growth and income
- •Investors with a medium-term horizon of 3-5 years
- •Individuals planning for retirement with a systematic long-term investment approach
- •SIP investors who can benefit from rupee cost averaging during market fluctuations