Retirement Mutual Funds Ranking

Ranked On: 30 April 2024

Fund Name	BMSMONEY Rank	1Y (R)	3Y (R)	5Y (R)	7Y (R)	10Y (R)	1Y (D)	3Y (D)	5Y (D)	7Y (D)	10Y (D)	Std. Dev.	Max Drawdown	VaR _{1Y 95%}	Jensen's Alpha	Beta	Sortino Ratio	Sharpe Ratio
Icici Prudential Retirement Fund - Pure…	1	48.95%	29.14%	24.39%	%	%	51.03%	30.95%	26.29%	%	%	13.55%	-8.89%	-13.78%	14.18%	0.80	0.94	1.62
Hdfc Retirement Savings Fund - Equity P…	2	35.46%	22.75%	25.38%	17.82%	%	37.00%	24.23%	26.92%	19.36%	%	11.32%	-7.29%	-11.67%	9.09%	0.79	0.87	1.50
Sbi Retirement Benefit Fund Aggressive …	3	31.24%	21.59%	%	%	%	32.79%	23.19%	%	%	%	11.45%	-7.76%	-11.03%	4.74%	0.81	0.66	1.15
Nippon India Retirement Fund - Wealth C…	4	42.32%	21.90%	17.94%	12.65%	%	43.70%	23.12%	19.14%	13.77%	%	13.13%	-12.84%	-14.54%	1.77%	0.98	0.53	1.03
Tata Retirement Savings Fund-Progressiv…	5	38.73%	17.21%	18.51%	13.94%	15.59%	40.76%	19.00%	20.35%	15.67%	17.37%	11.60%	-13.93%	-12.91%	0.49%	0.79	0.37	0.71
Icici Prudential Retirement Fund - Hybr…	6	42.57%	21.91%	19.33%	%	%	44.64%	23.65%	21.20%	%	%	%	%	%	%
Aditya Birla Sun Life Retirement Fund -…	7	29.05%	14.17%	15.34%	%	%	30.82%	15.83%	17.18%	%	%	11.79%	-12.49%	-12.65%	-3.12%	0.82	0.25	0.46
Axis Retirement Savings Fund - Dynamic …	8	35.52%	13.75%	%	%	%	37.46%	15.64%	%	%	%	%	%	%	%
Tata Retirement Savings Fund-Moderate P…	9	32.32%	15.96%	17.08%	12.74%	14.77%	34.19%	17.64%	18.80%	14.34%	16.36%	%	%	%	%
Hdfc Retirement Savings Fund - Hybrid -…	10	26.21%	16.51%	18.43%	13.99%	%	27.71%	17.96%	19.89%	15.49%	%	%	%	%	%
Axis Retirement Savings Fund - Aggressi…	12	33.63%	11.80%	%	%	%	35.33%	13.53%	%	%	%	%	%	%	%
Sbi Retirement Benefit Fund Aggressive …	12	27.40%	18.89%	%	%	%	28.78%	20.29%	%	%	%	%	%	%	%
Aditya Birla Sun Life Retirement Fund -…	13	23.41%	11.86%	13.15%	%	%	25.20%	13.48%	14.88%	%	%	%	%	%	%
Uti Retirement Benefit Pension Fund	14	21.26%	13.49%	13.56%	9.53%	9.18%	22.06%	14.26%	14.32%	10.23%	9.87%	%	%	%	%
Franklin India Pension Plan	15	19.40%	10.55%	10.42%	8.37%	9.79%	20.30%	11.40%	11.27%	9.19%	10.62%	%	%	%	%
Icici Prudential Retirement Fund - Hybr…	16	16.86%	9.39%	9.36%	%	%	18.02%	10.55%	10.80%	%	%	%	%	%	%
Sbi Retirement Benefit Fund Conservativ…	17	16.84%	12.00%	%	%	%	17.45%	12.69%	%	%	%	%	%	%	%
Axis Retirement Savings Fund - Conserva…	18	18.62%	8.28%	%	%	%	20.26%	10.00%	%	%	%	%	%	%	%
Hdfc Retirement Savings Fund - Hybrid -…	19	12.81%	8.64%	9.21%	7.66%	%	14.10%	9.95%	10.48%	8.98%	%	%	%	%	%
Tata Retirement Savings Fund-Conservati…	20	14.64%	7.86%	8.82%	7.41%	8.77%	15.97%	9.13%	10.12%	8.77%	10.19%	%	%	%	%
Sbi Retirement Benefit Fund Conservativ…	21	12.06%	8.96%	%	%	%	12.58%	9.50%	%	%	%	%	%	%	%
Nippon India Retirement Fund- Income Ge…	22	13.51%	8.29%	7.29%	6.68%	%	14.66%	9.47%	8.51%	7.94%	%	%	%	%	%
Aditya Birla Sun Life Retirement Fund -…	23	11.25%	6.51%	5.93%	%	%	12.70%	7.92%	7.40%	%	%	%	%	%	%
Icici Prudential Retirement Fund - Pure…	24	6.86%	4.92%	5.96%	%	%	7.94%	5.98%	7.34%	%	%	%	%	%	%
Aditya Birla Sun Life Retirement Fund -…	25	5.64%	3.68%	3.92%	%	%	6.86%	4.97%	5.28%	%	%	%	%	%	%

Return Calculated On: 26 July 2024

Ratios Calculated On: 30 April 2024

Performance Indicators

Select Parameter:

LumpSum Investment Value Chart

SIP vs Lumpsum Investment (R) Chart

Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

SIP vs Lumpsum Investment (D) Chart

Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

Fund Name	1Y _{Invested Amount: 12,000}		3Y _{Invested Amount: 36,000}		5Y _{Invested Amount: 60,000}		7Y _{Invested Amount: 84,000}		10Y _{Invested Amount: 1,20,000}		15Y _{Invested Amount: 1,80,000}
Fund Name	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP
Aditya Birla Sun Life Retirement Fund - The 30S Plan	15,486.00	14,467.58	53,578.80	50,103.04	122,466.00	92,956.32
Aditya Birla Sun Life Retirement Fund - The 40S Plan	14,809.20	13,904.66	50,392.80	47,330.42	111,300.00	86,330.40
Aditya Birla Sun Life Retirement Fund - The 50S Plan	13,350.00	12,880.08	43,495.20	41,560.99	80,022.00	69,320.58
Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan	12,676.80	12,404.80	40,118.40	38,709.50	72,708.00	64,192.32
Franklin India Pension Plan	14,328.00	13,414.03	48,636.00	44,677.94	98,478.00	79,963.26	147,420.00	121,147.49	305,472.00	196,265.40	734,364.00	398,178.54
HDFC Retirement Savings Fund - Equity Plan	16,255.20	14,663.96	66,578.40	55,481.62	185,910.00	121,276.74	264,734.40	194,023.87
HDFC Retirement Savings Fund - Hybrid - Equity Plan	15,145.20	14,011.80	56,941.20	50,085.32	139,758.00	99,699.42	210,084.00	157,020.11
HDFC Retirement Savings Fund - Hybrid - Debt Plan	13,537.20	12,988.04	46,166.40	42,635.52	93,210.00	74,573.88	140,800.80	113,663.68
ICICI Prudential Retirement Fund - Pure Equity Plan	17,874.00	15,282.20	77,540.40	58,971.96	178,650.00	127,150.44
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan	17,108.40	14,971.54	65,228.40	55,173.89	145,164.00	108,676.62
ICICI Prudential Retirement Fund - Hybrid Conservative Plan	14,023.20	13,098.64	47,127.60	43,579.69	93,846.00	75,773.64
ICICI Prudential Retirement Fund - Pure Debt Plan	12,823.20	12,477.60	41,572.80	39,410.96	80,130.00	66,523.08
Nippon India Retirement Fund - Wealth Creation Scheme	17,078.40	15,067.69	65,217.60	55,545.01	136,926.00	110,992.38	193,351.20	164,183.12
Nippon India Retirement Fund- Income Generation Scheme	13,621.20	13,038.02	45,712.80	42,473.30	85,284.00	72,581.46	132,115.20	110,455.63
SBI Retirement Benefit Fund Aggressive Hybrid Plan	15,288.00	14,113.51	60,501.60	49,945.79
SBI Retirement Benefit Fund Aggressive Plan	15,748.80	14,433.05	64,720.80	52,273.04
SBI Retirement Benefit Fund Conservative Hybrid Plan	14,020.80	13,278.12	50,576.40	44,660.77
SBI Retirement Benefit Fund Conservative Plan	13,447.20	12,896.00	46,576.80	42,340.90
Tata Retirement Savings Fund-Conservative Plan	13,756.80	13,100.05	45,165.60	42,553.55	91,566.00	73,579.62	138,566.40	111,804.50	278,148.00	183,331.32
Tata Retirement Savings Fund-Moderate Plan	15,878.40	14,460.43	56,138.40	50,520.92	132,024.00	96,052.32	194,518.80	148,144.08	475,824.00	259,112.40
Tata Retirement Savings Fund-Progressive Plan	16,647.60	14,891.81	57,967.20	52,761.92	140,244.00	101,270.40	209,412.00	156,922.33	511,176.00	280,131.96
UTI Retirement Benefit Pension Fund	14,551.20	13,618.72	52,628.40	46,306.33	113,298.00	87,359.40	158,894.40	131,437.91	288,888.00	213,610.08	421,704.00	366,062.04
Axis Retirement Savings Fund - Aggressive Plan	16,035.60	14,497.98	50,306.40	48,567.10
Axis Retirement Savings Fund - Dynamic Plan	16,262.40	14,720.42	52,977.60	49,606.70
Axis Retirement Savings Fund - Conservative Plan	14,234.40	13,347.65	45,698.40	43,402.46

Fund Name	1Y _{Invested Amount: 12,000}		3Y _{Invested Amount: 36,000}		5Y _{Invested Amount: 60,000}		7Y _{Invested Amount: 84,000}		10Y _{Invested Amount: 1,20,000}		15Y _{Invested Amount: 1,80,000}
Fund Name	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP
Aditya Birla Sun Life Retirement Fund - The 30S Plan	15,698.40	14,578.08	55,947.60	51,249.82	132,558.00	96,819.42
Aditya Birla Sun Life Retirement Fund - The 40S Plan	15,024.00	14,014.04	52,606.80	48,422.16	120,042.00	89,828.64
Aditya Birla Sun Life Retirement Fund - The 50S Plan	13,524.00	12,973.57	45,244.80	42,438.13	85,728.00	71,775.18
Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan	12,823.20	12,481.40	41,634.00	39,443.69	77,610.00	66,280.20
Franklin India Pension Plan	14,436.00	13,470.53	49,770.00	45,229.82	102,318.00	81,626.10	155,467.20	124,748.32	329,328.00	204,932.16
HDFC Retirement Savings Fund - Equity Plan	16,440.00	14,758.58	69,019.20	56,581.74	197,586.00	125,701.14	289,900.80	204,195.01
HDFC Retirement Savings Fund - Hybrid - Equity Plan	15,325.20	14,104.44	59,086.80	51,087.64	148,626.00	103,253.88	230,151.60	165,134.17
HDFC Retirement Savings Fund - Hybrid - Debt Plan	13,692.00	13,068.73	47,854.80	43,436.41	98,760.00	76,946.76	153,392.40	118,940.98
ICICI Prudential Retirement Fund - Pure Equity Plan	18,123.60	15,410.05	80,834.40	60,360.12	192,780.00	132,574.26
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan	17,356.80	15,100.69	68,061.60	56,492.10	156,894.00	113,287.32
ICICI Prudential Retirement Fund - Hybrid Conservative Plan	14,162.40	13,169.39	48,639.60	44,297.93	100,182.00	78,133.50
ICICI Prudential Retirement Fund - Pure Debt Plan	12,952.80	12,549.61	42,858.00	40,024.98	85,512.00	68,490.78
Nippon India Retirement Fund - Wealth Creation Scheme	17,244.00	15,150.36	67,186.80	56,452.72	144,006.00	114,214.92	207,244.80	170,713.96
Nippon India Retirement Fund- Income Generation Scheme	13,759.20	13,110.35	47,221.20	43,193.95	90,270.00	74,748.00	143,413.20	115,323.01
SBI Retirement Benefit Fund Aggressive Hybrid Plan	15,453.60	14,198.26	62,665.20	50,871.53
SBI Retirement Benefit Fund Aggressive Plan	15,934.80	14,527.44	67,305.60	53,356.75
SBI Retirement Benefit Fund Conservative Hybrid Plan	14,094.00	13,316.52	51,516.00	45,065.38
SBI Retirement Benefit Fund Conservative Plan	13,509.60	12,928.79	47,264.40	42,667.34
Tata Retirement Savings Fund-Conservative Plan	13,916.40	13,184.83	46,792.80	43,357.14	97,146.00	75,916.08	151,342.80	117,049.63	316,692.00	196,998.00
Tata Retirement Savings Fund-Moderate Plan	16,102.80	14,575.20	58,604.40	51,698.30	142,002.00	99,980.34	214,569.60	156,818.09	545,916.00	281,811.12
Tata Retirement Savings Fund-Progressive Plan	16,891.20	15,014.34	60,660.00	54,053.24	151,482.00	105,668.04	232,671.60	166,767.22	595,452.00	307,055.16
UTI Retirement Benefit Pension Fund	14,647.20	13,668.34	53,697.60	46,806.01	117,174.00	88,996.62	166,143.60	134,841.92	307,488.00	221,622.00
Axis Retirement Savings Fund - Aggressive Plan	16,239.60	14,603.36	52,686.00	49,703.47
Axis Retirement Savings Fund - Dynamic Plan	16,495.20	14,837.56	55,674.00	50,878.08
Axis Retirement Savings Fund - Conservative Plan	14,431.20	13,448.50	47,908.80	44,452.04

Fund Name	VaR 1 Y _95%	Max Drawdown %	Average Drawdown %	Standard Deviation %	Semi Deviation %
Aditya Birla Sun Life Retirement Fund - The 30s Plan	-12.65	-12.49	-8.17	11.79	7.86
Aditya Birla Sun Life Retirement Fund - The 40s Plan
Aditya Birla Sun Life Retirement Fund - The 50s Plan
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan
Franklin India Pension Plan
Hdfc Retirement Savings Fund - Equity Plan	-11.67	-7.29	-3.45	11.32	7.88
Hdfc Retirement Savings Fund - Hybrid - Equity Plan
Hdfc Retirement Savings Fund - Hybrid - Debt Plan
Icici Prudential Retirement Fund - Pure Equity Plan	-13.78	-8.89	-4.47	13.55	9.63
Icici Prudential Retirement Fund - Hybrid Aggressive Plan
Icici Prudential Retirement Fund - Hybrid Conservative Plan
Icici Prudential Retirement Fund - Pure Debt Plan
Nippon India Retirement Fund - Wealth Creation Scheme	-14.54	-12.84	-7.95	13.13	9.50
Nippon India Retirement Fund- Income Generation Scheme
Sbi Retirement Benefit Fund Aggressive Hybrid Plan
Sbi Retirement Benefit Fund Aggressive Plan	-11.03	-7.76	-3.12	11.45	7.77
Sbi Retirement Benefit Fund Conservative Hybrid Plan
Sbi Retirement Benefit Fund Conservative Plan
Tata Retirement Savings Fund-Conservative Plan
Tata Retirement Savings Fund-Moderate Plan
Tata Retirement Savings Fund-Progressive Plan	-12.91	-13.93	-5.40	11.60	8.16
Uti Retirement Benefit Pension Fund
Axis Retirement Savings Fund - Aggressive Plan
Axis Retirement Savings Fund - Dynamic Plan
Axis Retirement Savings Fund - Conservative Plan

Fund Name	Sharpe Ratio	Sortino Ratio	Sterling ratio	Hurst Index	Jensen’s Alpha	Beta	R²	Modigliani² Measure	Active Return
Aditya Birla Sun Life Retirement Fund - The 30s Plan	0.46	0.25	0.58	0.40	-3.12	0.82	0.85	1.14	-6.5109
Aditya Birla Sun Life Retirement Fund - The 40s Plan
Aditya Birla Sun Life Retirement Fund - The 50s Plan
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan
Franklin India Pension Plan
Hdfc Retirement Savings Fund - Equity Plan	1.50	0.87	1.47	0.41	9.09	0.79	0.85	2.18	4.9258
Hdfc Retirement Savings Fund - Hybrid - Equity Plan
Hdfc Retirement Savings Fund - Hybrid - Debt Plan
Icici Prudential Retirement Fund - Pure Equity Plan	1.62	0.94	1.63	0.37	14.18	0.80	0.61	2.28	10.3094
Icici Prudential Retirement Fund - Hybrid Aggressive Plan
Icici Prudential Retirement Fund - Hybrid Conservative Plan
Icici Prudential Retirement Fund - Pure Debt Plan
Nippon India Retirement Fund - Wealth Creation Scheme	1.03	0.53	0.95	0.37	1.77	0.98	0.96	1.72	1.2791
Nippon India Retirement Fund- Income Generation Scheme
Sbi Retirement Benefit Fund Aggressive Hybrid Plan
Sbi Retirement Benefit Fund Aggressive Plan	1.15	0.66	1.20	0.41	4.74	0.81	0.86	1.84	0.9174
Sbi Retirement Benefit Fund Conservative Hybrid Plan
Sbi Retirement Benefit Fund Conservative Plan
Tata Retirement Savings Fund-Conservative Plan
Tata Retirement Savings Fund-Moderate Plan
Tata Retirement Savings Fund-Progressive Plan	0.71	0.37	0.67	0.38	0.49	0.79	0.81	1.41	-3.4553
Uti Retirement Benefit Pension Fund
Axis Retirement Savings Fund - Aggressive Plan
Axis Retirement Savings Fund - Dynamic Plan
Axis Retirement Savings Fund - Conservative Plan

As On: 26 July 2024

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y
Aditya Birla Sun Life Retirement Fund - The 30S Plan	1.42%	1.47%	2.89%	10.47%	17.99%	29.05%	14.17%	15.34%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 40S Plan	1.16%	1.31%	2.36%	8.41%	13.40%	23.41%	11.86%	13.15%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50S Plan	0.45%	0.51%	1.41%	4.00%	6.77%	11.25%	6.51%	5.93%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan	0.05%	0.16%	0.63%	1.87%	3.11%	5.64%	3.68%	3.92%	%	%	%
Franklin India Pension Plan	0.66%	0.94%	2.12%	5.89%	10.10%	19.40%	10.55%	10.42%	8.37%	9.79%	9.83%
HDFC Retirement Savings Fund - Equity Plan	1.31%	1.40%	3.20%	10.95%	18.10%	35.46%	22.75%	25.38%	17.82%	%	%
HDFC Retirement Savings Fund - Hybrid - Equity Plan	1.03%	1.10%	2.66%	8.94%	13.73%	26.21%	16.51%	18.43%	13.99%	%	%
HDFC Retirement Savings Fund - Hybrid - Debt Plan	0.36%	0.43%	1.52%	4.28%	7.33%	12.81%	8.64%	9.21%	7.66%	%	%
ICICI Prudential Retirement Fund - Pure Equity Plan	1.91%	2.12%	2.64%	8.43%	20.80%	48.95%	29.14%	24.39%	%	%	%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan	1.77%	1.73%	2.06%	8.55%	19.97%	42.57%	21.91%	19.33%	%	%	%
ICICI Prudential Retirement Fund - Hybrid Conservative Plan	0.63%	0.81%	1.45%	3.72%	7.10%	16.86%	9.39%	9.36%	%	%	%
ICICI Prudential Retirement Fund - Pure Debt Plan	0.20%	0.25%	0.88%	2.08%	3.86%	6.86%	4.92%	5.96%	%	%	%
Nippon India Retirement Fund - Wealth Creation Scheme	1.46%	1.34%	3.96%	12.88%	21.85%	42.32%	21.90%	17.94%	12.65%	%	%
Nippon India Retirement Fund- Income Generation Scheme	0.33%	0.26%	1.19%	5.26%	8.13%	13.51%	8.29%	7.29%	6.68%	%	%
SBI Retirement Benefit Fund Aggressive Hybrid Plan	1.11%	1.18%	1.62%	10.93%	15.37%	27.40%	18.89%	%	%	%	%
SBI Retirement Benefit Fund Aggressive Plan	1.34%	1.35%	1.58%	12.28%	17.67%	31.24%	21.59%	%	%	%	%
SBI Retirement Benefit Fund Conservative Hybrid Plan	0.56%	0.62%	1.11%	6.62%	9.52%	16.84%	12.00%	%	%	%	%
SBI Retirement Benefit Fund Conservative Plan	0.32%	0.41%	0.94%	4.64%	6.94%	12.06%	8.96%	%	%	%	%
Tata Retirement Savings Fund-Conservative Plan	0.44%	0.75%	1.73%	5.47%	8.22%	14.64%	7.86%	8.82%	7.41%	8.77%	%
Tata Retirement Savings Fund-Moderate Plan	1.15%	1.76%	3.89%	12.11%	18.76%	32.32%	15.96%	17.08%	12.74%	14.77%	%
Tata Retirement Savings Fund-Progressive Plan	1.35%	2.06%	4.33%	13.77%	21.50%	38.73%	17.21%	18.51%	13.94%	15.59%	%
UTI Retirement Benefit Pension Fund	0.66%	0.87%	2.56%	7.42%	11.92%	21.26%	13.49%	13.56%	9.53%	9.18%	5.84%
Axis Retirement Savings Fund - Aggressive Plan	1.23%	1.46%	3.26%	9.73%	19.00%	33.63%	11.80%	%	%	%	%
Axis Retirement Savings Fund - Dynamic Plan	1.27%	1.59%	3.51%	10.48%	20.24%	35.52%	13.75%	%	%	%	%
Axis Retirement Savings Fund - Conservative Plan	0.71%	1.11%	2.60%	5.93%	9.02%	18.62%	8.28%	%	%	%	%

As On: 26 July 2024

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y
Aditya Birla Sun Life Retirement Fund - The 30S Plan	1.42%	1.48%	3.00%	10.83%	18.77%	30.82%	15.83%	17.18%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 40S Plan	1.16%	1.32%	2.48%	8.79%	14.18%	25.20%	13.48%	14.88%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50S Plan	0.46%	0.52%	1.52%	4.33%	7.47%	12.70%	7.92%	7.40%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan	0.05%	0.17%	0.74%	2.11%	3.67%	6.86%	4.97%	5.28%	%	%	%
Franklin India Pension Plan	0.66%	0.94%	2.19%	6.09%	10.51%	20.30%	11.40%	11.27%	9.19%	10.62%	%
HDFC Retirement Savings Fund - Equity Plan	1.32%	1.41%	3.30%	11.25%	18.76%	37.00%	24.23%	26.92%	19.36%	%	%
HDFC Retirement Savings Fund - Hybrid - Equity Plan	1.03%	1.12%	2.76%	9.26%	14.39%	27.71%	17.96%	19.89%	15.49%	%	%
HDFC Retirement Savings Fund - Hybrid - Debt Plan	0.37%	0.44%	1.61%	4.55%	7.91%	14.10%	9.95%	10.48%	8.98%	%	%
ICICI Prudential Retirement Fund - Pure Equity Plan	1.91%	2.10%	2.74%	8.79%	21.70%	51.03%	30.95%	26.29%	%	%	%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan	1.77%	1.74%	2.16%	8.97%	20.90%	44.64%	23.65%	21.20%	%	%	%
ICICI Prudential Retirement Fund - Hybrid Conservative Plan	0.64%	0.82%	1.55%	4.00%	7.60%	18.02%	10.55%	10.80%	%	%	%
ICICI Prudential Retirement Fund - Pure Debt Plan	0.21%	0.26%	0.97%	2.34%	4.43%	7.94%	5.98%	7.34%	%	%	%
Nippon India Retirement Fund - Wealth Creation Scheme	1.46%	1.35%	4.05%	13.15%	22.42%	43.70%	23.12%	19.14%	13.77%	%	%
Nippon India Retirement Fund- Income Generation Scheme	0.33%	0.27%	1.28%	5.53%	8.64%	14.66%	9.47%	8.51%	7.94%	%	%
SBI Retirement Benefit Fund Aggressive Hybrid Plan	1.11%	1.19%	1.71%	11.21%	15.97%	28.78%	20.29%	%	%	%	%
SBI Retirement Benefit Fund Aggressive Plan	1.34%	1.36%	1.67%	12.59%	18.33%	32.79%	23.19%	%	%	%	%
SBI Retirement Benefit Fund Conservative Hybrid Plan	0.57%	0.63%	1.15%	6.75%	9.80%	17.45%	12.69%	%	%	%	%
SBI Retirement Benefit Fund Conservative Plan	0.32%	0.42%	0.98%	4.76%	7.18%	12.58%	9.50%	%	%	%	%
Tata Retirement Savings Fund-Conservative Plan	0.44%	0.76%	1.83%	5.76%	8.87%	15.97%	9.13%	10.12%	8.77%	10.19%	%
Tata Retirement Savings Fund-Moderate Plan	1.15%	1.78%	4.02%	12.50%	19.58%	34.19%	17.64%	18.80%	14.34%	16.36%	%
Tata Retirement Savings Fund-Progressive Plan	1.35%	2.07%	4.45%	14.17%	22.37%	40.76%	19.00%	20.35%	15.67%	17.37%	%
UTI Retirement Benefit Pension Fund	0.66%	0.88%	2.61%	7.59%	12.28%	22.06%	14.26%	14.32%	10.23%	9.87%	%
Axis Retirement Savings Fund - Aggressive Plan	1.20%	1.46%	3.35%	10.03%	19.80%	35.33%	13.53%	%	%	%	%
Axis Retirement Savings Fund - Dynamic Plan	1.32%	1.66%	3.64%	10.89%	21.11%	37.46%	15.64%	%	%	%	%
Axis Retirement Savings Fund - Conservative Plan	0.72%	1.12%	2.72%	6.30%	9.72%	20.26%	10.00%	%	%	%	%

As On: 26 July 2024

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year
Aditya Birla Sun Life Retirement Fund - The 30S Plan	40.18%	22.68%	17.54%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 40S Plan	30.66%	18.60%	14.53%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50S Plan	13.86%	9.55%	5.71%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan	6.31%	4.77%	2.66%	%	%	%
Franklin India Pension Plan	22.53%	14.54%	11.43%	10.28%	9.50%	9.89%
HDFC Retirement Savings Fund - Equity Plan	43.54%	30.20%	28.57%	23.50%	%	%
HDFC Retirement Savings Fund - Hybrid - Equity Plan	32.46%	22.66%	20.41%	17.55%	%	%
HDFC Retirement Savings Fund - Hybrid - Debt Plan	15.60%	11.30%	8.63%	8.50%	%	%
ICICI Prudential Retirement Fund - Pure Equity Plan	54.27%	34.82%	30.57%	%	%	%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan	48.85%	29.78%	23.98%	%	%	%
ICICI Prudential Retirement Fund - Hybrid Conservative Plan	17.39%	12.81%	9.27%	%	%	%
ICICI Prudential Retirement Fund - Pure Debt Plan	7.46%	5.97%	4.08%	%	%	%
Nippon India Retirement Fund - Wealth Creation Scheme	50.52%	30.29%	24.86%	18.80%	%	%
Nippon India Retirement Fund- Income Generation Scheme	16.41%	11.04%	7.55%	7.70%	%	%
SBI Retirement Benefit Fund Aggressive Hybrid Plan	34.17%	22.46%	%	%	%	%
SBI Retirement Benefit Fund Aggressive Plan	39.59%	25.78%	%	%	%	%
SBI Retirement Benefit Fund Conservative Hybrid Plan	20.31%	14.51%	%	%	%	%
SBI Retirement Benefit Fund Conservative Plan	14.12%	10.82%	%	%	%	%
Tata Retirement Savings Fund-Conservative Plan	17.41%	11.16%	8.09%	8.04%	8.21%	%
Tata Retirement Savings Fund-Moderate Plan	40.05%	23.29%	18.88%	15.92%	14.72%	%
Tata Retirement Savings Fund-Progressive Plan	47.47%	26.46%	21.06%	17.53%	16.17%	%
UTI Retirement Benefit Pension Fund	25.91%	17.05%	15.01%	12.57%	11.10%	8.89%
Axis Retirement Savings Fund - Aggressive Plan	40.69%	20.44%	%	%	%	%
Axis Retirement Savings Fund - Dynamic Plan	44.51%	21.96%	%	%	%	%
Axis Retirement Savings Fund - Conservative Plan	21.45%	12.52%	%	%	%	%

As On: 26 July 2024

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year
Aditya Birla Sun Life Retirement Fund - The 30S Plan	42.06%	24.33%	19.21%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 40S Plan	32.50%	20.22%	16.14%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50S Plan	15.37%	10.98%	7.10%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan	7.52%	6.02%	3.93%	%	%	%
Franklin India Pension Plan	23.46%	15.39%	12.26%	11.10%	10.32%	%
HDFC Retirement Savings Fund - Equity Plan	45.17%	31.68%	30.09%	24.95%	%	%
HDFC Retirement Savings Fund - Hybrid - Equity Plan	34.02%	24.10%	21.86%	18.96%	%	%
HDFC Retirement Savings Fund - Hybrid - Debt Plan	16.91%	12.58%	9.88%	9.77%	%	%
ICICI Prudential Retirement Fund - Pure Equity Plan	56.52%	36.61%	32.35%	%	%	%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan	51.10%	31.56%	25.72%	%	%	%
ICICI Prudential Retirement Fund - Hybrid Conservative Plan	18.54%	13.94%	10.50%	%	%	%
ICICI Prudential Retirement Fund - Pure Debt Plan	8.59%	7.00%	5.23%	%	%	%
Nippon India Retirement Fund - Wealth Creation Scheme	51.96%	31.51%	26.06%	19.90%	%	%
Nippon India Retirement Fund- Income Generation Scheme	17.58%	12.19%	8.72%	8.90%	%	%
SBI Retirement Benefit Fund Aggressive Hybrid Plan	35.60%	23.79%	%	%	%	%
SBI Retirement Benefit Fund Aggressive Plan	41.20%	27.29%	%	%	%	%
SBI Retirement Benefit Fund Conservative Hybrid Plan	20.94%	15.14%	%	%	%	%
SBI Retirement Benefit Fund Conservative Plan	14.65%	11.35%	%	%	%	%
Tata Retirement Savings Fund-Conservative Plan	18.79%	12.45%	9.34%	9.32%	9.57%	%
Tata Retirement Savings Fund-Moderate Plan	42.02%	24.97%	20.53%	17.51%	16.28%	%
Tata Retirement Savings Fund-Progressive Plan	49.59%	28.25%	22.82%	19.24%	17.87%	%
UTI Retirement Benefit Pension Fund	26.73%	17.81%	15.77%	13.28%	11.79%	%
Axis Retirement Savings Fund - Aggressive Plan	42.50%	22.10%	%	%	%	%
Axis Retirement Savings Fund - Dynamic Plan	46.53%	23.80%	%	%	%	%
Axis Retirement Savings Fund - Conservative Plan	23.10%	14.18%	%	%	%	%

Retirement Mutual Funds

Retirement Mutual Funds Ranking (Best Retirement Mutual Funds April 2024)

Retirement Mutual Funds Performance Chart (Regular Plan)

Retirement Mutual Funds Investment Value LumpSum Chart

Retirement Mutual Funds Investment Value SIP vs LumpSum Chart (Regular Plan)

Retirement Mutual Funds Investment Value SIP vs LumpSum Chart (Direct Plan)

Retirement Mutual Funds Investment Value SIP vs LumpSum (Regular Plan)

Retirement Mutual Funds Investment Value SIP vs LumpSum (Direct Plan)

Retirement Mutual Funds Risk

Retirement Mutual Funds Risk Adjusted Performance Measures

Retirement Mutual Funds LumspSum Investment Return (Regular Plan)

As On: 26 July 2024

Retirement Mutual Funds LumspSum Investment Return (Direct Plan)

As On: 26 July 2024

Retirement Mutual Funds SIP Investment Return (Regular Plan)

As On: 26 July 2024

Retirement Mutual Funds SIP Investment Return (Direct Plan)

As On: 26 July 2024