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: 3%
Average 3Y (p.a.): 10.6%
Average 5Y (p.a.): 8.9%

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	₹39.42	4.1%	20.3%	16.2%	0.89%	₹2,106 Cr
Aditya Birla Sun Life Retirement Fund-The 30S Plan	Aditya Birla Sun Life Mutual Fund	₹25.88	13.1%	17.5%	12%	1.35%	₹465 Cr
ICICI Prudential Retirement Fund Hybrid Aggressive Plan	ICICI Prudential Mutual Fund	₹30.86	2.6%	17.3%	13.8%	1.23%	₹1,268 Cr
Union Retirement Fund	Union Mutual Fund	₹17.74	5.4%	13.7%	–	1.37%	₹207 Cr
Tata Retirement Savings Fund-Progressive Plan	Tata Mutual Fund	₹85.72	7.1%	13.4%	10.4%	0.85%	₹2,104 Cr
Axis Retirement Fund - Dynamic Plan	Axis Mutual Fund	₹22.38	1.5%	13%	8.2%	1.35%	₹269 Cr
Tata Retirement Savings Fund-Moderate Plan	Tata Mutual Fund	₹82.93	6.6%	12.8%	10.4%	0.85%	₹2,115 Cr
Aditya Birla Sun Life Retirement Fund-The 40S Plan	Aditya Birla Sun Life Mutual Fund	₹22.08	3.5%	12.3%	9.1%	1.18%	₹110 Cr
Axis Retirement Fund - Aggressive Plan	Axis Mutual Fund	₹20.92	1.5%	12.2%	7.6%	1.27%	₹666 Cr
Nippon India Retirement Fund- Wealth Creation Scheme	Nippon India Mutual Fund	₹32.85	-0.9%	11.8%	10.1%	1.26%	₹2,939 Cr
HDFC Retirement Fund - Equity Plan	HDFC Mutual Fund	₹57.75	-2.2%	11.1%	12.2%	0.92%	₹6,645 Cr
SBI Retirement Benefit Fund - Aggressive Plan	SBI Mutual Fund	₹22.52	3.8%	10.7%	10.5%	1.13%	₹3,066 Cr
SBI Retirement Benefit Fund - Aggressive Hybrid Plan	SBI Mutual Fund	₹21.31	4.1%	10.6%	10.2%	1.18%	₹1,587 Cr
Bandhan Retirement Fund	Bandhan Mutual Fund	₹13.59	2.1%	10.4%	–	0.96%	₹174 Cr
ICICI Prudential Retirement Fund Hybrid Conservative Plan	ICICI Prudential Mutual Fund	₹20.21	3.7%	9.6%	8.5%	1.05%	₹95 Cr
UTI Retirement Fund	UTI Mutual Fund	₹55.44	1.2%	9.2%	8.6%	1.16%	₹4,578 Cr
HDFC Retirement Fund - Hybrid-Equity Plan	HDFC Mutual Fund	₹43.55	-3.1%	8.5%	9.4%	1.11%	₹1,530 Cr
Aditya Birla Sun Life Retirement Fund-The 50S Plan	Aditya Birla Sun Life Mutual Fund	₹16.86	3.7%	8.2%	7.1%	0.63%	₹27 Cr
Axis Retirement Fund - Conservative Plan	Axis Mutual Fund	₹17.75	0.1%	8%	6.1%	1.27%	₹45 Cr
Franklin India Retirement Fund	Franklin Templeton Mutual Fund	₹243.76	0%	8%	7.1%	1.51%	₹479 Cr
Tata Retirement Savings Fund-Conservative Plan	Tata Mutual Fund	₹39.11	4.1%	7.9%	6.7%	1.06%	₹165 Cr
SBI Retirement Benefit Fund - Conservative Hybrid Plan	SBI Mutual Fund	₹16.67	3.3%	7.7%	7.5%	1.27%	₹248 Cr
Nippon India Retirement Fund- Income Generation Scheme	Nippon India Mutual Fund	₹23.45	1%	7.2%	6.1%	0.98%	₹138 Cr
HDFC Retirement Fund - Hybrid-Debt Plan	HDFC Mutual Fund	₹25.04	1%	7%	7.1%	1.35%	₹143 Cr
SBI Retirement Benefit Fund - Conservative Plan	SBI Mutual Fund	₹15.2	3.2%	6.9%	6.9%	0.98%	₹138 Cr
ICICI Prudential Retirement Fund Pure Debt Plan	ICICI Prudential Mutual Fund	₹17.23	3.8%	6.4%	5.8%	1.22%	₹79 Cr
Aditya Birla Sun Life Retirement Fund-The 50S Plus-Debt Plan	Aditya Birla Sun Life Mutual Fund	₹14.98	3.2%	5.7%	5%	0.92%	₹14 Cr
PGIM India Retirement Fund	PGIM India Mutual Fund	₹13.18	6.1%	–	–	1.15%	₹104 Cr
Baroda BNP Paribas Retirement Fund	Baroda BNP Paribas Mutual Fund	₹12.37	4.8%	–	–	1.04%	₹387 Cr