Retirement funds

29 Direct-plan Growth funds ranked.

Median 1 year
+0.80%
Median 3Y CAGR
+8.14%
Median 5Y CAGR
+8.36%
Median volatility 1Y
10.7%
Median Sharpe (3Y)
0.28
Median 5Y SIP
+7.32%
Median expense ratio
1.15%
Median AUM (Cr)
27

All Retirement funds

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FundNAV3M6M1Y3Y CAGR5Y CAGRSharpeVol 1YExp. ratioAUM (Cr)Rank 1Y
Aditya Birla Sun Life Retirement Fund-The 30s Plan
Aditya Birla Sun Life Mutual Fund
24.47 -1.12% 17.59% 10.95% 15.07% 11.62% 0.63 14.5% 1.35% 27 1/29
ICICI Prudential Retirement Fund Pure Equity Plan
ICICI Prudential Mutual Fund
37.44 -3.60% 7.80% 4.26% 18.44% 17.95% 0.76 14.4% 0.88% 378 2/29
ICICI Prudential Retirement Fund Hybrid Aggressive Plan
ICICI Prudential Mutual Fund
30.14 -3.68% 7.53% 4.18% 16.37% 14.35% 0.74 12.5% 1.21% 72 3/29
ICICI Prudential Retirement Fund Hybrid Conservative Plan
ICICI Prudential Mutual Fund
19.91 -0.92% 3.72% 4.13% 9.36% 8.47% 0.71 4.5% 1.05% 10 4/29
ICICI Prudential Retirement Fund Pure Debt Plan
ICICI Prudential Mutual Fund
17.17 -0.03% 2.91% 3.88% 6.48% 5.87% 0.32 1.7% 1.22% 12 5/29
Aditya Birla Sun Life Retirement Fund-The 50s Plan
Aditya Birla Sun Life Mutual Fund
16.55 -0.86% 4.18% 3.40% 7.60% 6.79% 0.41 4.0% 0.63% 8 6/29
Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan
Aditya Birla Sun Life Mutual Fund
14.91 -0.03% 2.19% 3.30% 5.78% 5.00% -0.25 1.4% 0.92% 2 7/29
Tata Retirement Savings Fund-Moderate Plan
Tata Mutual Fund
77.97 -3.69% 10.80% 2.94% 10.84% 9.62% 0.38 12.5% 0.84% 328 8/29
Tata Retirement Savings Fund-Conservative Plan
Tata Mutual Fund
38.15 -1.58% 5.80% 2.85% 7.23% 6.38% 0.24 5.0% 1.06% 36 9/29
Tata Retirement Savings Fund-Progressive Plan
Tata Mutual Fund
79.93 -4.45% 11.97% 2.75% 11.27% 9.62% 0.36 14.4% 0.84% 280 10/29
Baroda BNP Paribas Retirement Fund
Baroda BNP Paribas Mutual Fund
11.61 -2.30% 7.47% 2.10% — — — 11.2% 1.18% 12 11/29
Union Retirement Fund
Union Mutual Fund
16.59 -4.33% 7.66% 1.90% 11.62% — 0.39 14.7% 1.37% 8 12/29
SBI Retirement Benefit Fund - Conservative Plan
SBI Mutual Fund
14.91 -0.75% 5.31% 1.87% 6.35% 6.79% 0.08 4.4% 0.98% — 13/29
SBI Retirement Benefit Fund - Aggressive Hybrid Plan
SBI Mutual Fund
20.18 -1.37% 8.29% 0.85% 8.58% 10.36% 0.23 12.2% 1.22% — 14/29
SBI Retirement Benefit Fund - Conservative Hybrid Plan
SBI Mutual Fund
16.11 -1.24% 6.35% 0.80% 6.50% 7.46% 0.08 6.4% 1.24% — 15/29
PGIM India Retirement Fund
PGIM India Mutual Fund
12.26 -2.15% 12.79% 0.66% — — — 13.5% 1.15% 19 16/29
Aditya Birla Sun Life Retirement Fund-The 40s Plan
Aditya Birla Sun Life Mutual Fund
20.75 -2.07% 5.59% 0.24% 9.89% 8.51% 0.35 10.7% 1.18% 8 17/29
UTI Retirement Fund
UTI Mutual Fund
53.58 -2.14% 2.48% 0.19% 8.16% 8.36% 0.36 5.9% 1.11% 217 18/29
HDFC Retirement Fund - Hybrid-Debt Plan
HDFC Mutual Fund
24.44 -1.72% 1.96% -0.11% 6.32% 6.79% 0.07 3.9% 1.35% 40 19/29
Nippon India Retirement Fund- Income Generation Scheme
Nippon India Mutual Fund
22.87 -2.70% 3.01% -0.81% 6.12% 5.84% 0.01 5.3% 0.98% 19 20/29
Franklin India Retirement Fund
Franklin Templeton Mutual Fund
236.72 -1.96% 2.17% -1.25% 7.03% 6.81% 0.18 5.4% 1.55% 47 21/29
SBI Retirement Benefit Fund - Aggressive Plan
SBI Mutual Fund
20.85 -2.50% 9.21% -1.65% 7.59% 10.39% 0.12 14.1% 1.13% — 22/29
Axis Retirement Fund - Conservative Plan
Axis Mutual Fund
17.09 -2.71% 1.56% -1.66% 6.73% 5.69% 0.12 6.0% 1.27% 5 23/29
BANDHAN RETIREMENT FUND
Bandhan Mutual Fund
12.68 -3.68% 3.30% -2.33% — — — 8.6% 0.96% 14 24/29
Axis Retirement Fund - Dynamic Plan
Axis Mutual Fund
20.84 -2.71% 6.82% -2.57% 10.75% 7.45% 0.39 12.3% 1.35% 23 25/29
Axis Retirement Fund - Aggressive Plan
Axis Mutual Fund
19.45 -3.09% 4.96% -2.65% 9.86% 6.35% 0.35 11.2% 1.25% 50 26/29
Nippon India Retirement Fund- Wealth Creation Scheme
Nippon India Mutual Fund
30.87 -4.68% 4.78% -4.58% 9.31% 9.87% 0.22 14.6% 1.26% 122 27/29
HDFC Retirement Fund - Hybrid-Equity Plan
HDFC Mutual Fund
40.90 -4.03% 1.32% -6.67% 6.54% 8.59% 0.05 10.1% 1.11% 210 28/29
HDFC Retirement Fund - Equity Plan
HDFC Mutual Fund
52.94 -4.42% 2.25% -7.31% 8.11% 11.21% 0.17 12.7% 0.92% 1,377 29/29

Returns are computed by Tradinity from each scheme's own published NAV, so they are net of the fund's expenses. Periods over one year are annualised (CAGR). Past performance does not indicate future returns. Only Growth-option schemes are ranked: an IDCW scheme pays cash out of its NAV, so its NAV understates what an investor earned.