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Aditya Birla Sun Life Mutual Fund · Retirement Fund
Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan-Regular Plan-Growth
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. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.
Fixed IncomeBenchmark · CRISIL Short-Term Bond IndexTER · 2.05%Inception · 05-03-2019
NAV
₹13.43
+0.05% · as of 14-05-2026
Since inception
4.18%
CAGR
Benchmark (inception)
8.00%
CAGR
Fund size
₹0 Cr
AUM
Expense ratio
2.05%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +4.18% CAGR vs benchmark +8.00%.
Portfolio
Where the money is invested
Top holdings
7.27% Government of India42.95%
Government of India (05/12/2033)20.96%
7.34% Government of India8.49%
HDFC Bank Ltd.7.33%
0% GOI - 06MAY30 STRIPS7.30%
State Government Securities (28/08/2035)5.65%
Clearing Corporation of India Limited2.93%
Net Receivables / (Payables)2.58%
7.25% State Government Securities (28/12/2026)1.81%
Sector allocation
Not available.
Riskometer
LowVery High
Low to Moderate
What if you'd SIP'd here?
@ 4.2% p.a.₹10,000
10 years
Projected value
₹14,91,737
Invested: ₹12,00,000
Gained: ₹2,91,737
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Harshil Suvarnkar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
146941
ISIN (Growth)
INF209KB1J71
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Retirement Fund funds
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