| Category | Funds | 1Y | 3Y CAGR | 5Y CAGR | Vol 1Y | Sharpe |
|---|---|---|---|---|---|---|
| Children's | 13 | -1.64% | 7.98% | 7.52% | 12.4% | 0.17 |
| Life Cycle | 3 | — | — | — | — | — |
| Retirement | 29 | 0.80% | 8.14% | 8.36% | 10.7% | 0.28 |
Median across Direct-plan Growth funds of each category.
| Fund | Category | NAV | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | Sharpe | Vol 1Y | Exp. ratio | AUM (Cr) | Rank 1Y |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SBI Children's Fund - Investment Plan SBI Mutual Fund |
Children's | 53.08 | 0.29% | 20.27% | 13.91% | 20.69% | 19.38% | 1.17 | 12.4% | 1.12% | — | 1/13 |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan Aditya Birla Sun Life Mutual Fund |
Retirement | 24.47 | -1.12% | 17.59% | 10.95% | 15.07% | 11.62% | 0.63 | 14.5% | 1.35% | 27 | 1/29 |
| SBI CHILDREN'S FUND - SAVINGS PLAN SBI Mutual Fund |
Children's | 131.26 | 1.84% | 10.31% | 9.61% | 11.44% | 10.56% | 1.27 | 4.3% | 0.91% | — | 2/13 |
| ICICI Prudential Retirement Fund Pure Equity Plan ICICI Prudential Mutual Fund |
Retirement | 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 |
Retirement | 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 |
Retirement | 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 |
Retirement | 17.17 | -0.03% | 2.91% | 3.88% | 6.48% | 5.87% | 0.32 | 1.7% | 1.22% | 12 | 5/29 |
| LIC MF Children's Fund LIC Mutual Fund |
Children's | 37.43 | 0.15% | 14.15% | 3.83% | 8.39% | 7.52% | 0.16 | 12.7% | 2.16% | 1 | 3/13 |
| Aditya Birla Sun Life Retirement Fund-The 50s Plan Aditya Birla Sun Life Mutual Fund |
Retirement | 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 |
Retirement | 14.91 | -0.03% | 2.19% | 3.30% | 5.78% | 5.00% | -0.25 | 1.4% | 0.92% | 2 | 7/29 |
Compare within a category for a fair ranking; open a category above.
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.
