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 s · Direct · Growth
NAV
₹16.6118
as of 29 Sept 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +4.11%
- 3Y
- +7.75%
- 5Y
- +6.86%
- Since Inception
- +6.95%
SIP returns (XIRR)
- 1Y
- +3.01%
- 3Y
- +5.97%
- 5Y
- +7.22%
- Since Inception
- +6.92%
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks7.47%
- Healthcare Services2.89%
- Electrical Equipment1.72%
- Pharmaceuticals & Biotechnology1.57%
- Finance1.42%
- Auto Components1.39%
- Non - Ferrous Metals1.30%
- Insurance1.11%
- Telecom - Services1.00%
- Cement & Cement Products0.79%
- IT - Software0.71%
- Construction0.66%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth
- 1Government Of India (06/10/2035)19.58%
- 2Government Of India (06/02/2033)8.48%
- 38.55% Hdfc Bank Ltd. (27/03/2029) **7.45%
- 4Government Of India (05/12/2033)3.63%
- 5State Government Securities (28/08/2035)2.91%
- 6Government Of India (17/04/2030)2.81%
- 7Icici Bank Ltd.1.87%
- 8Td Power Systems Ltd.1.72%
- 9Hdfc Bank Ltd.1.56%
- 10Hindalco Industries Ltd.1.30%
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 a mix of equity, equity related instruments along with debt and money market instruments.
About This Fund
Aditya Birla Sun Life Retirement Fund - 50 s · 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