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Top Retirement Funds funds

Ranked by 3-year CAGR using NAV data from AMFI. This is a list of past results, sorted by a stated measure. It is not advice and no fund pays for its position.

Retirement Funds, Direct Growth

#SelectSchemeNAV (₹)1Y3Y CAGR5Y CAGR10Y CAGRVolatilitySharpeMax fall
1ICICI Prudential Retirement Fund Pure Equity PlanICICI Prudential Mutual Fund · Direct · Growth39.01▲ +4.0%▲ +20.1%▲ +16.2%–16.3%0.87-16.9%
2Aditya Birla Sun Life Retirement Fund-The 30s PlanAditya Birla Sun Life Mutual Fund · Direct · Growth25.61▲ +13.1%▲ +17.3%▲ +11.9%–14.4%0.79-19.0%
3ICICI Prudential Retirement Fund Hybrid Aggressive PlanICICI Prudential Mutual Fund · Direct · Growth30.63▲ +3.0%▲ +17.2%▲ +13.7%–13.9%0.81-14.7%
4Union Retirement FundUnion Mutual Fund · Direct · Growth17.49▲ +5.6%▲ +13.3%––14.5%0.54-17.8%
5Tata Retirement Savings Fund-Progressive PlanTata Mutual Fund · Direct · Growth85.16▲ +7.3%▲ +13.2%▲ +10.4%▲ +14.5%14.8%0.53-18.8%
6Axis Retirement Fund - Dynamic PlanAxis Mutual Fund · Direct · Growth22.28▲ +1.9%▲ +13.0%▲ +8.2%–12.0%0.59-15.7%
7Tata Retirement Savings Fund-Moderate PlanTata Mutual Fund · Direct · Growth82.42▲ +6.7%▲ +12.6%▲ +10.3%▲ +13.4%12.7%0.55-15.1%
8Aditya Birla Sun Life Retirement Fund-The 40s PlanAditya Birla Sun Life Mutual Fund · Direct · Growth21.96▲ +3.5%▲ +12.2%▲ +9.1%–10.9%0.59-11.1%
9Axis Retirement Fund - Aggressive PlanAxis Mutual Fund · Direct · Growth20.82▲ +1.7%▲ +12.1%▲ +7.6%–11.1%0.56-14.0%
10Nippon India Retirement Fund- Wealth Creation SchemeNippon India Mutual Fund · Direct · Growth32.65▼ -0.6%▲ +11.6%▲ +10.1%▲ +11.8%14.7%0.43-18.3%
11HDFC Retirement Fund - Equity PlanHDFC Mutual Fund · Direct · Growth57.33▼ -1.3%▲ +10.9%▲ +12.0%▲ +15.8%12.4%0.44-16.1%
12BANDHAN RETIREMENT FUNDBandhan Mutual Fund · Direct · Growth13.58▲ +3.3%▲ +10.6%––8.5%0.54-9.8%
13SBI Retirement Benefit Fund - Aggressive Hybrid PlanSBI Mutual Fund · Direct · Growth21.24▲ +5.2%▲ +10.5%▲ +10.3%–11.1%0.43-14.5%
14SBI Retirement Benefit Fund - Aggressive PlanSBI Mutual Fund · Direct · Growth22.34▲ +4.4%▲ +10.4%▲ +10.5%–13.2%0.37-17.9%
15ICICI Prudential Retirement Fund Hybrid Conservative PlanICICI Prudential Mutual Fund · Direct · Growth20.24▲ +4.9%▲ +9.7%▲ +8.5%–4.7%0.80-4.3%
16UTI Retirement FundUTI Mutual Fund · Direct · Growth55.43▲ +2.0%▲ +9.3%▲ +8.6%▲ +9.2%5.9%0.56-6.3%
17HDFC Retirement Fund - Hybrid-Equity PlanHDFC Mutual Fund · Direct · Growth43.32▼ -2.5%▲ +8.4%▲ +9.4%▲ +12.8%9.6%0.29-12.3%
18Aditya Birla Sun Life Retirement Fund-The 50s PlanAditya Birla Sun Life Mutual Fund · Direct · Growth16.83▲ +3.7%▲ +8.2%▲ +7.1%–3.8%0.61-3.7%
19Axis Retirement Fund - Conservative PlanAxis Mutual Fund · Direct · Growth17.79▲ +0.8%▲ +8.1%▲ +6.1%–5.7%0.39-7.0%
20Tata Retirement Savings Fund-Conservative PlanTata Mutual Fund · Direct · Growth39.12▲ +4.5%▲ +7.9%▲ +6.7%▲ +8.4%4.9%0.43-5.1%
21Franklin India Retirement FundFranklin Templeton Mutual Fund · Direct · Growth242.70■ +0.0%▲ +7.9%▲ +7.0%▲ +8.0%5.5%0.35-5.9%
22SBI Retirement Benefit Fund - Conservative Hybrid PlanSBI Mutual Fund · Direct · Growth16.64▲ +3.7%▲ +7.6%▲ +7.6%–5.8%0.30-6.9%
23Nippon India Retirement Fund- Income Generation SchemeNippon India Mutual Fund · Direct · Growth23.56▲ +1.8%▲ +7.4%▲ +6.2%▲ +7.2%4.7%0.33-4.9%
24HDFC Retirement Fund - Hybrid-Debt PlanHDFC Mutual Fund · Direct · Growth25.05▲ +1.5%▲ +7.0%▲ +7.1%▲ +8.2%3.7%0.32-4.0%
25SBI Retirement Benefit Fund - Conservative PlanSBI Mutual Fund · Direct · Growth15.19▲ +3.5%▲ +6.9%▲ +6.9%–3.7%0.27-4.4%
26ICICI Prudential Retirement Fund Pure Debt PlanICICI Prudential Mutual Fund · Direct · Growth17.28▲ +4.1%▲ +6.5%▲ +5.9%–1.4%0.46-1.4%
27Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt PlanAditya Birla Sun Life Mutual Fund · Direct · Growth15.01▲ +3.5%▲ +5.8%▲ +5.0%–1.2%-0.06-1.2%
27 shown of 28 schemes. Returns are on NAV, after expenses. Sharpe and drawdown use 3 years of daily NAV; risk-free rate assumed 6% a year. Expense ratio is on each fund page (AMFI disclosures); AUM is not in the free feeds. Source: AMFI, mfapi.in.

Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks.