Retirement Funds

Solution-oriented funds for retirement, with a lock-in of 5 years or until retirement age, whichever is earlier.

Funds: 29
Average 1Y: 1.8%
Average 3Y (p.a.): 9.8%
Average 5Y (p.a.): 9.1%

All retirement funds by returns

Retirement Funds with NAV and returns
Fund	Fund house	NAV	1Y	3Y	5Y	Expense	Fund size
ICICI Prudential Retirement Fund Pure Equity Plan	ICICI Prudential Mutual Fund	₹39.06	6.3%	19.5%	19.2%	0.86%	₹2,158 Cr
ICICI Prudential Retirement Fund Hybrid Aggressive Plan	ICICI Prudential Mutual Fund	₹31.3	6.4%	17.2%	15%	1.13%	₹1,320 Cr
Aditya Birla Sun Life Retirement Fund-The 30S Plan	Aditya Birla Sun Life Mutual Fund	₹25.25	11.6%	15.8%	12.2%	0.97%	₹487 Cr
Union Retirement Fund	Union Mutual Fund	₹17.29	3.3%	12.8%	–	0.98%	₹216 Cr
Tata Retirement Savings Fund-Progressive Plan	Tata Mutual Fund	₹84	4.3%	12.8%	10.4%	0.82%	₹2,255 Cr
Tata Retirement Savings Fund-Moderate Plan	Tata Mutual Fund	₹81.32	4.3%	12.1%	10.4%	0.83%	₹2,251 Cr
Axis Retirement Fund - Dynamic Plan	Axis Mutual Fund	₹21.53	-1.6%	11.6%	8.1%	1.39%	₹285 Cr
Axis Retirement Fund - Aggressive Plan	Axis Mutual Fund	₹20.03	-2%	10.7%	6.8%	1.28%	₹706 Cr
Aditya Birla Sun Life Retirement Fund-The 40S Plan	Aditya Birla Sun Life Mutual Fund	₹21.38	1.4%	10.7%	9%	0.95%	₹116 Cr
Nippon India Retirement Fund- Wealth Creation Scheme	Nippon India Mutual Fund	₹32.09	-3.5%	10.3%	10.8%	1.29%	₹3,127 Cr
ICICI Prudential Retirement Fund Hybrid Conservative Plan	ICICI Prudential Mutual Fund	₹20.18	5.4%	9.7%	8.7%	1.04%	₹98 Cr
SBI Retirement Benefit Fund - Aggressive Hybrid Plan	SBI Mutual Fund	₹20.83	2.6%	9.4%	11.2%	1.23%	₹1,672 Cr
HDFC Retirement Fund - Equity Plan	HDFC Mutual Fund	₹54.68	-6.2%	8.6%	11.8%	0.94%	₹6,998 Cr
UTI Retirement Fund	UTI Mutual Fund	₹54.45	0.9%	8.5%	9%	1.1%	₹4,699 Cr
SBI Retirement Benefit Fund - Aggressive Plan	SBI Mutual Fund	₹21.59	-0.5%	8.3%	11.3%	1.1%	₹3,242 Cr
Aditya Birla Sun Life Retirement Fund-The 50S Plan	Aditya Birla Sun Life Mutual Fund	₹16.77	4.6%	8%	7.1%	0.54%	₹27 Cr
Tata Retirement Savings Fund-Conservative Plan	Tata Mutual Fund	₹38.83	3.9%	7.8%	6.7%	1.06%	₹171 Cr
Franklin India Retirement Fund	Franklin Templeton Mutual Fund	₹241.18	-0.2%	7.5%	7.2%	1.53%	₹493 Cr
Axis Retirement Fund - Conservative Plan	Axis Mutual Fund	₹17.39	-0.6%	7.2%	6%	1.25%	₹47 Cr
HDFC Retirement Fund - Hybrid-Equity Plan	HDFC Mutual Fund	₹41.97	-5.5%	6.9%	9%	1.1%	₹1,604 Cr
SBI Retirement Benefit Fund - Conservative Hybrid Plan	SBI Mutual Fund	₹16.35	1.7%	6.8%	7.8%	1.24%	₹255 Cr
ICICI Prudential Retirement Fund Pure Debt Plan	ICICI Prudential Mutual Fund	₹17.21	4.5%	6.6%	5.9%	1.22%	₹80 Cr
HDFC Retirement Fund - Hybrid-Debt Plan	HDFC Mutual Fund	₹24.71	0.9%	6.6%	7%	1.35%	₹146 Cr
SBI Retirement Benefit Fund - Conservative Plan	SBI Mutual Fund	₹15.02	2.6%	6.5%	7%	0.98%	₹140 Cr
Nippon India Retirement Fund- Income Generation Scheme	Nippon India Mutual Fund	₹23.2	0.4%	6.4%	6.2%	0.98%	₹143 Cr
Aditya Birla Sun Life Retirement Fund-The 50S Plus-Debt Plan	Aditya Birla Sun Life Mutual Fund	₹14.95	3.9%	5.9%	5%	0.78%	₹14 Cr
Baroda BNP Paribas Retirement Fund	Baroda BNP Paribas Mutual Fund	₹11.98	3.9%	–	–	1.05%	₹405 Cr
PGIM India Retirement Fund	PGIM India Mutual Fund	₹12.72	0.6%	–	–	1.13%	₹109 Cr
Bandhan Retirement Fund	Bandhan Mutual Fund	₹13.01	-1%	–	–	0.96%	₹185 Cr