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Solution Oriented · mutual fund category

Retirement mutual funds (29)

In plain words

The middle fund in this category returned +9.1% a year over the last 3 years.

Sorted by 3-year return. "Worst fall" is the largest drop from a peak in the last 3 years; a smaller fall means a smoother ride. Direct plans have lower expenses than regular plans of the same fund.

Past returns, not a recommendation of any fund.

Fund1 year3 years (yearly)5 years (yearly)Worst fall, 3yExpense
ICICI Prudential Retirement Fund Pure Equity Plan - Direct Plan - Growth-2.7%+18.8%+17.2%-16.9%0.89%
ICICI Prudential Retirement Fund Hybrid Aggressive Plan - Direct Plan - Growth-2.7%+16.2%+13.1%-14.7%1.23%
Aditya Birla Sun Life Retirement Fund-The 30s Plan - Direct Plan - Growth+5.9%+15.9%+11.4%-19.0%1.35%
Union Retirement Fund - Direct Plan - Growth-2.2%+12.0%—-17.8%1.37%
Axis Retirement Fund - Dynamic Plan - Direct Plan - Growth-5.4%+11.6%+7.1%-15.7%1.35%
Tata Retirement Savings Fund-Progressive Plan - Direct Plan - Growth-1.9%+11.5%+9.3%-18.8%0.85%
Tata Retirement Savings Fund-Moderate Plan - Direct Plan - Growth-1.4%+11.1%+9.3%-15.1%0.85%
Axis Retirement Fund - Aggressive Plan - Direct Plan - Growth-5.2%+10.8%+6.7%-14.0%1.27%
Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct Plan - Growth-3.6%+10.8%+8.6%-11.1%1.18%
Nippon India Retirement Fund- Wealth Creation Scheme - Direct Plan - Growth-8.7%+9.8%+9.3%-18.3%1.26%
HDFC Retirement Fund - Equity Plan - Direct Plan - Growth-9.1%+9.3%+11.2%-16.1%0.92%
ICICI Prudential Retirement Fund Hybrid Conservative Plan - Direct Plan - Growth+2.0%+9.1%+8.2%-4.3%1.05%
BANDHAN RETIREMENT FUND - Direct Plan - Growth-3.5%+9.1%—-9.8%0.96%
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth-2.7%+8.9%+9.6%-14.5%1.18%
UTI Retirement Fund - Direct Plan - Growth-1.8%+8.4%+8.1%-6.3%1.16%
SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - Growth-5.2%+8.3%+9.6%-17.9%1.13%
Aditya Birla Sun Life Retirement Fund-The 50s Plan - Direct Plan - Growth+1.7%+7.8%+6.7%-3.7%0.63%
HDFC Retirement Fund - Hybrid-Equity Plan - Direct Plan - Growth-8.3%+7.3%+8.6%-12.3%1.11%
Franklin India Retirement Fund - Direct Plan - Growth-3.4%+7.3%+6.6%-5.9%1.51%
Tata Retirement Savings Fund-Conservative Plan - Direct Plan - Growth+0.9%+7.2%+6.2%-5.1%1.06%
Axis Retirement Fund - Conservative Plan - Direct Plan - Growth-2.7%+7.2%+5.8%-7.0%1.27%
SBI Retirement Benefit Fund - Conservative Hybrid Plan - Direct Plan - Growth-0.8%+6.7%+7.2%-6.9%1.27%
SBI Retirement Benefit Fund - Conservative Plan - Direct Plan - Growth+0.9%+6.4%+6.6%-4.4%0.98%
Nippon India Retirement Fund- Income Generation Scheme - Direct Plan - Growth-1.8%+6.4%+5.8%-4.9%0.98%
ICICI Prudential Retirement Fund Pure Debt Plan - Direct Plan - Growth+3.2%+6.3%+5.7%-1.4%1.22%
Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan - Direct Plan - Growth+2.7%+5.6%+4.9%-1.2%0.92%
Baroda BNP Paribas Retirement Fund - Direct Plan - Growth-2.1%——-12.4%1.18%
PGIM India Retirement Fund - Direct Plan - Growth-3.7%——-16.5%1.15%
HDFC Retirement Fund - Hybrid-Debt Plan - Direct Plan - Growth————1.35%

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