Retirement Fund


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: रिटायरमेंट फंड

Top Performing Retirement Fund)

Ranking Date: 31 December 2022

Fund Name BMSMONEY Retirement Fund) Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Uti Retirement Benefit Pension Fund

1 The Uti Retirement Benefit Pension Fund is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 5.19% 12.01% -12.30% -7.37% 0.51 0.21 0.49

Hdfc Retirement Savings Fund - Hybrid - Debt Plan

2 The Hdfc Retirement Savings Fund - Hybrid - Debt Plan is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund has ten KPIs that are in top quartile. The fund has 53% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. 4.94% 7.23% -4.50% -2.97% 0.12 0.05 0.48

Icici Prudential Retirement Fund - Pure Debt Plan

3 The Icici Prudential Retirement Fund - Pure Debt Plan is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund has eight KPIs that are in top quartile. The fund has 47% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 24% of the KPIs that are in bottom quartile. 3.97% 5.02% -0.70% -2.08% -0.63 -0.25 0.43

Hdfc Retirement Savings Fund - Equity Plan

4 The Hdfc Retirement Savings Fund - Equity Plan is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund has 17 KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 9.19% 21.86% -27.61% -16.57% 0.65 0.30 0.49

Icici Prudential Retirement Fund - Pure Equity Plan

5 The Icici Prudential Retirement Fund - Pure Equity Plan is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund has ten KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund has nine KPIs that are in bottom quartile. The fund has 43% of the KPIs that are in bottom quartile. -1.22% 17.35% -29.88% -18.64% 0.50 0.24 0.49

Icici Prudential Retirement Fund - Hybrid Conservative Plan

6 The Icici Prudential Retirement Fund - Hybrid Conservative Plan is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund has three KPIs that are in top quartile. The fund has 18% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 18% of the KPIs that are in bottom quartile. 1.85% 6.15% -5.94% -3.62% -0.02 0.00 0.48

Franklin India Pension Plan

7 The Franklin India Pension Plan is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund does not have any KPI that are top quartile. The fund does not have any KPI that are bottom quartile. 2.76% 6.60% -8.89% -6.61% 0.05 0.03 0.50

Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan

8 The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund has eight KPIs that are in top quartile. The fund has 38% of the KPIs that are in top quartile. The fund has seven KPIs that are in bottom quartile. The fund has 33% of the KPIs that are in bottom quartile. 2.10% 3.05% -1.99% -3.39% -1.59 -0.44 0.39

Tata Retirement Savings Fund-Conservative Plan

9 The Tata Retirement Savings Fund-Conservative Plan is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund has three KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has eight KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. 1.25% 5.88% -5.74% -4.63% -0.09 -0.02 0.50

Axis Retirement Savings Fund - Conservative Plan

10 The Axis Retirement Savings Fund - Conservative Plan is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund does not have any KPI that are top quartile. The fund has five KPIs that are in bottom quartile. The fund has 29% of the KPIs that are in bottom quartile. -2.82% 6.10% -6.60% -6.54% -0.01 0.01 0.46

Icici Prudential Retirement Fund - Hybrid Aggressive Plan

11 The Icici Prudential Retirement Fund - Hybrid Aggressive Plan is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund has five KPIs that are in top quartile. The fund has 24% of the KPIs that are in top quartile. The fund has eight KPIs that are in bottom quartile. The fund has 38% of the KPIs that are in bottom quartile. -0.67% 11.53% -21.80% -14.51% 0.34 0.16 0.48

Hdfc Retirement Savings Fund - Hybrid - Equity Plan

12 The Hdfc Retirement Savings Fund - Hybrid - Equity Plan is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund has 12 KPIs that are in top quartile. The fund has 63% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. 6.34% 14.78% -21.17% -13.32% 0.47 0.21 0.49

Aditya Birla Sun Life Retirement Fund - The 50s Plan

13 The Aditya Birla Sun Life Retirement Fund - The 50S Plan is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund has six KPIs that are in top quartile. The fund has 29% of the KPIs that are in top quartile. The fund has seven KPIs that are in bottom quartile. The fund has 33% of the KPIs that are in bottom quartile. 2.25% 3.34% -3.87% -3.24% -0.98 -0.33 0.44

Nippon India Retirement Fund- Income Generation Scheme

14 The Nippon India Retirement Fund- Income Generation Scheme is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund has seven KPIs that are in top quartile. The fund has 37% of the KPIs that are in top quartile. The fund has six KPIs that are in bottom quartile. The fund has 32% of the KPIs that are in bottom quartile. 3.73% 5.53% -5.63% -6.39% -0.16 -0.05 0.39

Nippon India Retirement Fund - Wealth Creation Scheme

15 The Nippon India Retirement Fund - Wealth Creation Scheme is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 13 KPIs that are in bottom quartile. The fund has 57% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 0.08% 9.80% -35.26% -20.04% 0.16 0.11 0.50

Axis Retirement Savings Fund - Dynamic Plan

16 The Axis Retirement Savings Fund - Dynamic Plan is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund does not have any KPI that are top quartile. The fund has eight KPIs that are in bottom quartile. The fund has 47% of the KPIs that are in bottom quartile. -6.58% 7.38% -15.63% -14.76% 0.16 0.10 0.43

Tata Retirement Savings Fund-Moderate Plan

17 The Tata Retirement Savings Fund-Moderate Plan is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund has three KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. -0.20% 9.65% -20.84% -14.13% 0.21 0.11 0.50

Tata Retirement Savings Fund-Progressive Plan

18 The Tata Retirement Savings Fund-Progressive Plan is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund has three KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has 14 KPIs that are in bottom quartile. The fund has 61% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -1.77% 9.28% -24.72% -17.44% 0.17 0.10 0.51

Aditya Birla Sun Life Retirement Fund - The 30s Plan

19 The Aditya Birla Sun Life Retirement Fund - The 30S Plan is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund does not have any KPI that are top quartile. The fund has 12 KPIs that are in bottom quartile. The fund has 57% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -0.38% 7.23% -23.18% -14.95% 0.10 0.08 0.49

Aditya Birla Sun Life Retirement Fund - The 40s Plan

20 The Aditya Birla Sun Life Retirement Fund - The 40S Plan is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund does not have any KPI that are top quartile. The fund has eight KPIs that are in bottom quartile. The fund has 38% of the KPIs that are in bottom quartile. -0.50% 6.85% -17.57% -11.66% 0.08 0.06 0.49

Axis Retirement Savings Fund - Aggressive Plan

21 The Axis Retirement Savings Fund - Aggressive Plan is a Retirement Fund. In the Retirement Fund category there are 25 funds. The fund does not have any KPI that are top quartile. The fund has ten KPIs that are in bottom quartile. The fund has 59% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -6.19% 6.04% -17.18% -16.12% 0.04 0.05 0.47

****NO INVESTMENT ADVICE!!!***
The ranking is based on historical performance of the fund. It does not guarantee superior future performance. All analysis presented is for information purposes only.


Returns (Regular Plan)

As On: 07 February 2023
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Retirement Fund - The 30S Plan
0.08
3
0.56
13
-2.30
20
-2.83
19
0.18
18
-0.38
18
7.23
10
Aditya Birla Sun Life Retirement Fund - The 40S Plan
0.05
8
0.41
17
-1.64
17
-2.26
18
0.17
19
-0.50
19
6.85
12
Aditya Birla Sun Life Retirement Fund - The 50S Plan
0.02
12
0.28
18
-0.14
12
0.86
9
2.40
12
2.25
12
3.34
20
Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan
0.02
11
0.24
19
0.47
3
1.50
4
2.13
13
2.10
13
3.05
21
Franklin India Pension Plan
-0.08
20
0.11
21
-0.66
15
0.10
11
2.91
10
2.76
11
6.60
13
6.40
7
HDFC Retirement Savings Fund - Equity Plan
-0.04
18
0.93
8
-0.10
11
2.13
1
6.46
1
9.19
1
21.86
1
13.04
1
HDFC Retirement Savings Fund - Hybrid - Equity Plan
-0.07
19
1.01
4
-0.10
10
2.03
2
4.95
2
6.34
3
14.78
3
10.70
2
HDFC Retirement Savings Fund - Hybrid - Debt Plan
0.03
10
0.59
12
0.34
5
1.50
3
3.64
5
4.94
8
7.23
11
6.51
6
ICICI Prudential Retirement Fund - Pure Equity Plan
-0.29
24
-1.39
25
-3.46
25
-3.19
23
-0.58
22
-1.22
21
17.35
2
ICICI Prudential Retirement Fund - Hybrid Conservative Plan
-0.09
21
-0.22
23
-0.94
16
-0.19
13
1.87
14
1.85
14
6.15
14
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan
-0.47
25
-1.27
24
-3.21
24
-2.89
20
-0.40
20
-0.67
20
11.53
5
ICICI Prudential Retirement Fund - Pure Debt Plan
0.04
9
0.21
20
0.45
4
1.12
8
2.70
11
3.97
9
5.02
19
Nippon India Retirement Fund- Income Generation Scheme
0.07
7
0.68
11
0.27
7
1.47
5
4.92
3
3.73
10
5.53
18
6.16
8
Nippon India Retirement Fund - Wealth Creation Scheme
0.01
14
0.49
15
-2.58
22
-3.13
22
1.69
15
0.08
16
9.80
6
5.07
10
Tata Retirement Savings Fund-Progressive Plan
0.00
17
0.99
6
-2.44
21
-2.96
21
-0.55
21
-1.77
22
9.28
8
7.49
4
Tata Retirement Savings Fund-Moderate Plan
0.00
17
0.94
7
-1.86
19
-2.03
17
0.31
17
-0.20
17
9.65
7
7.52
3
Tata Retirement Savings Fund-Conservative Plan
0.00
17
0.43
16
-0.32
14
-0.02
12
1.13
16
1.25
15
5.88
17
5.76
9
UTI Retirement Benefit Pension Fund
-0.09
22
0.52
14
0.34
6
1.18
7
3.66
4
5.19
7
12.01
4
6.76
5
Axis Retirement Savings Fund - Aggressive Plan
0.33
2
1.07
3
-1.76
18
-3.61
24
-4.51
24
-6.19
24
6.04
16
Axis Retirement Savings Fund - Dynamic Plan
0.40
1
0.72
10
-2.62
23
-5.68
25
-6.38
25
-6.58
25
7.38
9
Axis Retirement Savings Fund - Conservative Plan
-0.21
23
0.01
22
-0.31
13
-0.83
16
-1.30
23
-2.82
23
6.10
15
SBI Retirement Benefit Fund Aggressive Hybrid Plan
0.07
5
1.17
2
0.06
8
-0.28
14
3.44
9
5.93
4
SBI Retirement Benefit Fund Aggressive Plan
0.01
13
1.39
1
0.05
9
-0.56
15
3.45
8
6.62
2
SBI Retirement Benefit Fund Conservative Hybrid Plan
0.08
4
0.99
5
0.52
2
0.77
10
3.62
7
5.72
6
SBI Retirement Benefit Fund Conservative Plan
0.07
6
0.82
9
0.68
1
1.22
6
3.64
6
5.84
5

Returns (Direct Plan)

As On: 07 February 2023
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Retirement Fund - The 30S Plan
0.08
3
0.56
13
-2.30
20
-2.83
19
0.18
18
-0.38
18
7.23
10
Aditya Birla Sun Life Retirement Fund - The 40S Plan
0.05
8
0.41
17
-1.64
17
-2.26
18
0.17
19
-0.50
19
6.85
12
Aditya Birla Sun Life Retirement Fund - The 50S Plan
0.02
12
0.28
18
-0.14
12
0.86
9
2.40
12
2.25
12
3.34
20
Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan
0.02
11
0.24
19
0.47
3
1.50
4
2.13
13
2.10
13
3.05
21
Franklin India Pension Plan
-0.08
20
0.11
21
-0.66
15
0.10
11
2.91
10
2.76
11
6.60
13
6.40
7
HDFC Retirement Savings Fund - Equity Plan
-0.04
18
0.93
8
-0.10
11
2.13
1
6.46
1
9.19
1
21.86
1
13.04
1
HDFC Retirement Savings Fund - Hybrid - Equity Plan
-0.07
19
1.01
4
-0.10
10
2.03
2
4.95
2
6.34
3
14.78
3
10.70
2
HDFC Retirement Savings Fund - Hybrid - Debt Plan
0.03
10
0.59
12
0.34
5
1.50
3
3.64
5
4.94
8
7.23
11
6.51
6
ICICI Prudential Retirement Fund - Pure Equity Plan
-0.29
24
-1.39
25
-3.46
25
-3.19
23
-0.58
22
-1.22
21
17.35
2
ICICI Prudential Retirement Fund - Hybrid Conservative Plan
-0.09
21
-0.22
23
-0.94
16
-0.19
13
1.87
14
1.85
14
6.15
14
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan
-0.47
25
-1.27
24
-3.21
24
-2.89
20
-0.40
20
-0.67
20
11.53
5
ICICI Prudential Retirement Fund - Pure Debt Plan
0.04
9
0.21
20
0.45
4
1.12
8
2.70
11
3.97
9
5.02
19
Nippon India Retirement Fund- Income Generation Scheme
0.07
7
0.68
11
0.27
7
1.47
5
4.92
3
3.73
10
5.53
18
6.16
8
Nippon India Retirement Fund - Wealth Creation Scheme
0.01
14
0.49
15
-2.58
22
-3.13
22
1.69
15
0.08
16
9.80
6
5.07
10
Tata Retirement Savings Fund-Progressive Plan
0.00
17
0.99
6
-2.44
21
-2.96
21
-0.55
21
-1.77
22
9.28
8
7.49
4
Tata Retirement Savings Fund-Moderate Plan
0.00
17
0.94
7
-1.86
19
-2.03
17
0.31
17
-0.20
17
9.65
7
7.52
3
Tata Retirement Savings Fund-Conservative Plan
0.00
17
0.43
16
-0.32
14
-0.02
12
1.13
16
1.25
15
5.88
17
5.76
9
UTI Retirement Benefit Pension Fund
-0.09
22
0.52
14
0.34
6
1.18
7
3.66
4
5.19
7
12.01
4
6.76
5
Axis Retirement Savings Fund - Aggressive Plan
0.33
2
1.07
3
-1.76
18
-3.61
24
-4.51
24
-6.19
24
6.04
16
Axis Retirement Savings Fund - Dynamic Plan
0.40
1
0.72
10
-2.62
23
-5.68
25
-6.38
25
-6.58
25
7.38
9
Axis Retirement Savings Fund - Conservative Plan
-0.21
23
0.01
22
-0.31
13
-0.83
16
-1.30
23
-2.82
23
6.10
15
SBI Retirement Benefit Fund Aggressive Hybrid Plan
0.07
5
1.17
2
0.06
8
-0.28
14
3.44
9
5.93
4
SBI Retirement Benefit Fund Aggressive Plan
0.01
13
1.39
1
0.05
9
-0.56
15
3.45
8
6.62
2
SBI Retirement Benefit Fund Conservative Hybrid Plan
0.08
4
0.99
5
0.52
2
0.77
10
3.62
7
5.72
6
SBI Retirement Benefit Fund Conservative Plan
0.07
6
0.82
9
0.68
1
1.22
6
3.64
6
5.84
5
Click on + to See Details
As On: 07 February 2023
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Retirement Fund - 30s Plan

-0.47
22
0.20
14
-0.78
21
8.10
12

Aditya Birla Sun Life Retirement Fund - 40s Plan

-0.34
18
0.08
16
-0.61
20
7.02
15

Aditya Birla Sun Life Retirement Fund - 50s Plan

-0.07
14
0.66
11
-0.02
16
2.00
21

Aditya Birla Sun Life Retirement Fund - 50s Plus - Debt Plan

0.37
3
0.39
13
0.17
14
2.14
20

Franklin India Pension Plan

0.00
12
0.18
15
0.77
11
7.69
13
8.10
7

Hdfc Retirement Savings Fund - Equity Plan

1.00
1
2.28
1
2.96
5
29.53
2
19.37
1

Hdfc Retirement Savings Fund - Hybrid - Equity Plan

0.45
2
1.51
2
0.92
10
17.18
5
14.86
2

Hdfc Retirement Savings Fund - Hybrid - Debt Plan

0.15
8
1.37
3
1.64
8
7.20
14
8.03
8

Icici Prudential Retirement Fund - Pure Equity Plan

-0.35
19
0.62
12
4.99
1
34.33
1

Icici Prudential Retirement Fund - Hybrid Conservative Plan

-0.15
15
-0.10
17
0.70
13
5.84
17

Icici Prudential Retirement Fund - Hybrid Aggressive Plan

-0.59
23
-0.46
20
0.74
12
18.15
4

Icici Prudential Retirement Fund - Pure Debt Plan

0.33
5
0.92
9
1.19
9
3.42
19

Nippon India Retirement Fund- Income Generation Scheme

0.10
11
0.93
8
-0.07
17
4.12
18
7.66
10

Nippon India Retirement Fund - Wealth Creation Scheme

-0.30
17
-0.19
19
-0.50
19
20.64
3
9.06
6

Tata Retirement Savings Fund-Progressive Plan

-0.42
20
-1.53
23
-1.27
24
15.43
6
11.91
3

Tata Retirement Savings Fund-Moderate Plan

-0.16
16
-1.15
22
-0.19
18
14.62
8
11.51
4

Tata Retirement Savings Fund-Conservative Plan

-0.02
13
-0.19
18
0.06
15
5.98
16
7.83
9

Uti Retirement Benefit Pension Fund

0.29
7
1.37
4
1.85
7
15.06
7
9.47
5

Axis Retirement Savings Fund - Aggressive Plan

-0.68
24
-3.01
24
-2.80
25
10.03
10

Axis Retirement Savings Fund - Dynamic Plan

-0.82
25
-3.64
25
-0.81
22
12.37
9

Axis Retirement Savings Fund - Conservative Plan

-0.42
21
-0.80
21
-0.87
23
9.36
11

Sbi Retirement Benefit Fund – Aggressive Hybrid Plan

0.11
9
1.05
5
3.48
3

Sbi Retirement Benefit Fund – Aggressive Plan

0.11
10
1.00
7
3.95
2

Sbi Retirement Benefit Fund – Conservative Hybrid Plan

0.30
6
0.78
10
3.00
4

Sbi Retirement Benefit Fund – Conservative Plan

0.34
4
1.04
6
2.48
6
As On: 07 February 2023
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Retirement Fund - 30s Plan

-0.36
22
0.55
14
-0.05
23
9.81
12

Aditya Birla Sun Life Retirement Fund - 40s Plan

-0.23
19
0.42
15
0.10
20
8.67
13

Aditya Birla Sun Life Retirement Fund - 50s Plan

0.03
14
0.99
10
0.63
16
3.42
21

Aditya Birla Sun Life Retirement Fund - 50s Plus - Debt Plan

0.48
3
0.71
13
0.83
14
3.55
20

Franklin India Pension Plan

0.07
12
0.37
16
1.17
12
8.52
15
8.93
10

Hdfc Retirement Savings Fund - Equity Plan

1.10
1
2.61
1
3.60
4
31.14
2
20.89
1

Hdfc Retirement Savings Fund - Hybrid - Equity Plan

0.55
2
1.83
2
1.54
10
18.70
5
16.35
2

Hdfc Retirement Savings Fund - Hybrid - Debt Plan

0.25
8
1.66
3
2.31
7
8.57
14
9.31
7

Icici Prudential Retirement Fund - Pure Equity Plan

-0.23
18
0.95
11
5.72
1
36.11
1

Icici Prudential Retirement Fund - Hybrid Conservative Plan

-0.13
16
0.11
17
1.17
13
7.40
16

Icici Prudential Retirement Fund - Hybrid Aggressive Plan

-0.45
23
-0.06
20
1.41
11
19.74
4

Icici Prudential Retirement Fund - Pure Debt Plan

0.40
4
1.08
9
1.64
9
4.93
19

Nippon India Retirement Fund- Income Generation Scheme

0.17
11
1.16
7
0.54
18
5.33
18
8.93
9

Nippon India Retirement Fund - Wealth Creation Scheme

-0.16
17
0.06
19
0.02
21
21.94
3
10.18
6

Tata Retirement Savings Fund-Progressive Plan

-0.28
20
-1.15
23
-0.50
24
17.27
6
13.71
3

Tata Retirement Savings Fund-Moderate Plan

-0.03
15
-0.80
22
0.54
17
16.32
7
13.20
4

Tata Retirement Savings Fund-Conservative Plan

0.07
13
0.11
18
0.68
15
7.21
17
9.13
8

Uti Retirement Benefit Pension Fund

0.34
7
1.54
4
2.22
8
15.85
8
10.21
5

Axis Retirement Savings Fund - Aggressive Plan

-0.52
24
-2.62
24
-2.04
25
11.82
10

Axis Retirement Savings Fund - Dynamic Plan

-0.63
25
-3.19
25
0.14
19
14.39
9

Axis Retirement Savings Fund - Conservative Plan

-0.29
21
-0.40
21
-0.03
22
11.27
11

Sbi Retirement Benefit Fund – Aggressive Hybrid Plan

0.21
10
1.36
6
4.16
3

Sbi Retirement Benefit Fund – Aggressive Plan

0.21
9
1.39
5
4.62
2

Sbi Retirement Benefit Fund – Conservative Hybrid Plan

0.36
6
0.92
12
3.33
5

Sbi Retirement Benefit Fund – Conservative Plan

0.38
5
1.16
8
2.75
6
As On: 31 December 2022
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Retirement Fund - The 30s Plan

-14.95
16
-23.18
17
-8.78
18
19.37
18
14.38
17

Aditya Birla Sun Life Retirement Fund - The 40s Plan

-11.66
11
-17.57
13
-6.88
12
15.17
12
11.23
12

Aditya Birla Sun Life Retirement Fund - The 50s Plan

-3.24
3
-3.87
3
-1.07
3
3.00
3
2.09
3

Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan

-3.39
4
-1.99
2
-0.89
2
2.19
1
1.74
2

Franklin India Pension Plan

-6.61
9
-8.89
9
-3.25
8
7.82
9
6.03
9

Hdfc Retirement Savings Fund - Equity Plan

-16.57
18
-27.61
19
-7.62
15
21.74
19
17.02
19

Hdfc Retirement Savings Fund - Hybrid - Equity Plan

-13.32
12
-21.17
15
-5.34
11
16.43
16
12.80
15

Hdfc Retirement Savings Fund - Hybrid - Debt Plan

-2.97
2
-4.50
4
-1.63
4
4.41
4
3.52
4

Icici Prudential Retirement Fund - Pure Equity Plan

-18.64
20
-29.88
20
-7.37
14
21.81
20
17.40
20

Icici Prudential Retirement Fund - Hybrid Conservative Plan

-3.62
5
-5.94
7
-2.20
7
5.57
6
4.20
6

Icici Prudential Retirement Fund - Hybrid Aggressive Plan

-14.51
14
-21.80
16
-7.16
13
16.37
15
12.94
16

Icici Prudential Retirement Fund - Pure Debt Plan

-2.08
1
-0.70
1
-0.51
1
2.40
2
1.47
1

Nippon India Retirement Fund- Income Generation Scheme

-6.39
7
-5.63
5
-2.15
6
5.33
5
3.87
5

Nippon India Retirement Fund - Wealth Creation Scheme

-20.04
21
-35.26
21
-10.85
20
24.95
21
20.38
21

Tata Retirement Savings Fund-Progressive Plan

-17.44
19
-24.72
18
-13.87
21
19.17
17
14.95
18

Tata Retirement Savings Fund-Moderate Plan

-14.13
13
-20.84
14
-7.66
16
16.31
13
12.69
14

Tata Retirement Savings Fund-Conservative Plan

-4.63
6
-5.74
6
-2.10
5
5.85
7
4.36
7

Uti Retirement Benefit Pension Fund

-7.37
10
-12.30
10
-3.28
9
9.59
10
7.62
10

Axis Retirement Savings Fund - Aggressive Plan

-16.12
17
-17.18
12
-9.68
19
16.35
14
12.05
13

Axis Retirement Savings Fund - Dynamic Plan

-14.76
15
-15.63
11
-7.84
17
14.02
11
9.34
11

Axis Retirement Savings Fund - Conservative Plan

-6.54
8
-6.60
8
-4.53
10
6.92
8
5.35
8
As On: 31 December 2022
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Retirement Fund - The 30s Plan

0.10
11
0.08
10
0.26
18
0.49
-5.94
11 0.83 10
0.93
8
0.02
8
0.90
8
-0.0884
12

Aditya Birla Sun Life Retirement Fund - The 40s Plan

0.08
12
0.06
11
0.29
16
0.49
-5.69
10 0.97 5
0.92
9
0.01
9
0.73
9
-0.0563
9

Aditya Birla Sun Life Retirement Fund - The 50s Plan

-0.98
20
-0.33
20
0.25
19
0.44
1.09
3 0.22 12
0.30
12
-0.14
12
0.05
12
-0.0531
8

Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan

-1.59
21
-0.44
21
0.25
20
0.39
-2.71
6 0.98 4
0.64
11
-0.04
11
0.30
11
-0.0200
4

Franklin India Pension Plan

0.05
13
0.03
14
0.37
11
0.50

Hdfc Retirement Savings Fund - Equity Plan

0.65
1
0.30
1
0.58
1
0.49
5.56
1 0.93 8
0.94
6
0.15
1
1.92
1
0.0430
1

Hdfc Retirement Savings Fund - Hybrid - Equity Plan

0.47
4
0.21
3
0.47
4
0.49

Hdfc Retirement Savings Fund - Hybrid - Debt Plan

0.12
10
0.05
12
0.50
3
0.48

Icici Prudential Retirement Fund - Pure Equity Plan

0.50
3
0.24
2
0.46
6
0.49
3.07
2 0.87 9
0.83
10
0.13
2
1.67
2
0.0091
2

Icici Prudential Retirement Fund - Hybrid Conservative Plan

-0.02
16
0.00
16
0.41
7
0.48

Icici Prudential Retirement Fund - Hybrid Aggressive Plan

0.34
5
0.16
5
0.40
8
0.48
-2.56
5 1.08 1
0.94
7
0.05
3
1.05
4
-0.0259
5

Icici Prudential Retirement Fund - Pure Debt Plan

-0.63
19
-0.25
19
0.47
5
0.43

Nippon India Retirement Fund- Income Generation Scheme

-0.16
18
-0.05
18
0.37
12
0.39

Nippon India Retirement Fund - Wealth Creation Scheme

0.16
9
0.11
7
0.24
21
0.50
-8.30
12 1.08 2
0.98
1
0.04
6
1.09
3
-0.0691
10

Tata Retirement Savings Fund-Progressive Plan

0.17
7
0.10
9
0.29
15
0.51
-4.40
9 0.83 11
0.95
4
0.04
5
1.04
5
-0.0731
11

Tata Retirement Savings Fund-Moderate Plan

0.21
6
0.11
6
0.33
14
0.50
-4.20
8 0.96 7
0.96
2
0.04
7
0.95
7
-0.0363
7

Tata Retirement Savings Fund-Conservative Plan

-0.09
17
-0.02
17
0.39
10
0.50
-2.84
7 0.97 6
0.95
5
-0.01
10
0.51
10
-0.0263
6

Uti Retirement Benefit Pension Fund

0.51
2
0.21
4
0.53
2
0.49
0.54
4 1.01 3
0.95
3
0.05
4
0.96
6
-0.0002
3

Axis Retirement Savings Fund - Aggressive Plan

0.04
14
0.05
13
0.27
17
0.47

Axis Retirement Savings Fund - Dynamic Plan

0.16
8
0.10
8
0.35
13
0.43

Axis Retirement Savings Fund - Conservative Plan

-0.01
15
0.01
15
0.39
9
0.46




Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

More Mutual Fund Analysis Article

  • An investment instrument that pools money from many investors and uses that money to invest in a diversified portfolio of stocks, bonds, or other securities. 
  • It is managed by a professional investment company.
  • It offers diversification, professional management, and liquidity.

A mutual fund is a pool of funds collected from individuals/ companies/ other entities to invest in financial securities like equity and bond, gold/silver, and commodities. Each mutual fund is managed by one or more fund manager. 

This post will describe the methodology used for different calculations on this website.