Aditya Birla Sun Life Retirement Fund - 50 Plus Debt · Direct · Growth
NAV
₹14.8298
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +3.65%
- 3Y
- +6.02%
- 5Y
- +5.21%
- Since Inception
- +5.57%
SIP returns (XIRR)
- 1Y
- +4.21%
- 3Y
- +5.62%
- 5Y
- +5.67%
- Since Inception
- +5.46%
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)20.79%
- 2Government Of India (22/04/2064)8.50%
- 30% Goi - 06may30 Strips7.33%
- 48.55% Hdfc Bank Limited (27/03/2029) **7.23%
- 5State Government Securities (28/08/2035)5.58%
- 6State Government Securities (28/12/2026)1.79%
Investment Objective
Aditya Birla Sun Life Retirement Fund - 50 Plus Debt · Direct · Growth by Aditya Birla Sun Life Mutual Fund is a Retirement Fund fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Retirement Fund category.
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?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Individuals planning for retirement with a systematic long-term investment approach
- •SIP investors who can benefit from rupee cost averaging during market fluctuations