Retirement Fund


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

हिंदी में: रिटायरमेंट फंड

Top Performing Retirement Fund)

Ranking Date: 30 September 2023

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<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 20.55% 12.96% -3.36% -4.82% 1.24 0.71 0.42

Hdfc Retirement Savings Fund - Hybrid - Equity Plan

2 The Hdfc Retirement Savings Fund - Hybrid - Equity Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 55% 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. 30.38% 16.99% -6.51% -6.61% 1.30 0.89 0.42

Hdfc Retirement Savings Fund - Equity Plan

3 The Hdfc Retirement Savings Fund - Equity Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has 18<sup>th</sup> KPIs that are in top quartile. The fund has 78% 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 second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 39.54% 25.38% -7.29% -11.67% 1.67 1.15 0.41

Hdfc Retirement Savings Fund - Hybrid - Debt Plan

4 The Hdfc Retirement Savings Fund - Hybrid - Debt Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 73% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 13.71% 8.42% -2.36% -2.30% 0.49 0.25 0.36

Franklin India Pension Plan

5 The Franklin India Pension Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund does not have any KPI that are bottom quartile. 18.88% 9.28% -5.30% -5.75% 0.54 0.27 0.43

Icici Prudential Retirement Fund - Pure Equity Plan

6 The Icici Prudential Retirement Fund - Pure Equity Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has 17<sup>th</sup> KPIs that are in top quartile. The fund has 77% 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 third KPIs that are in bottom quartile. The fund has 14% of the KPIs that are in bottom quartile. 57.31% 27.54% -8.89% -13.78% 1.58 0.98 0.39

Icici Prudential Retirement Fund - Pure Debt Plan

7 The Icici Prudential Retirement Fund - Pure Debt Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has ninth KPIs that are in bottom quartile. The fund has 90% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 6.44% 4.48% -0.70% -1.62% -1.67 -0.48 0.44

Icici Prudential Retirement Fund - Hybrid Aggressive Plan

8 The Icici Prudential Retirement Fund - Hybrid Aggressive Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has 11<sup>th</sup> KPIs that are in top quartile. The fund has 50% 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. 47.70% 19.29% -9.08% -11.88% 1.17 0.65 0.38

Icici Prudential Retirement Fund - Hybrid Conservative Plan

9 The Icici Prudential Retirement Fund - Hybrid Conservative Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has third KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. 19.41% 8.38% -3.46% -3.16% 0.28 0.13 0.37

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

10 The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 23% of the KPIs that are in top quartile. The fund has 16<sup>th</sup> KPIs that are in bottom quartile. The fund has 73% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 5.80% 3.54% -1.99% -3.39% -2.01 -0.53 0.41

Nippon India Retirement Fund - Wealth Creation Scheme

11 The Nippon India Retirement Fund - Wealth Creation Scheme is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has 11<sup>th</sup> KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. 43.83% 20.53% -12.84% -14.54% 1.12 0.63 0.37

Nippon India Retirement Fund- Income Generation Scheme

12 The Nippon India Retirement Fund- Income Generation Scheme is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 73% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 14.27% 7.14% -5.63% -4.81% -0.08 -0.02 0.38

Tata Retirement Savings Fund-Conservative Plan

13 The Tata Retirement Savings Fund-Conservative Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has 15<sup>th</sup> KPIs that are in bottom quartile. The fund has 65% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 13.94% 6.71% -4.47% -4.13% -0.01 0.00 0.36

Aditya Birla Sun Life Retirement Fund - The 50s Plan

14 The Aditya Birla Sun Life Retirement Fund - The 50S Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 23% of the KPIs that are in top quartile. The fund has 17<sup>th</sup> KPIs that are in bottom quartile. The fund has 77% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 12.28% 5.23% -3.87% -3.24% -0.94 -0.32 0.42

Tata Retirement Savings Fund-Moderate Plan

15 The Tata Retirement Savings Fund-Moderate Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 29.61% 13.29% -11.08% -10.41% 0.77 0.40 0.37

Tata Retirement Savings Fund-Progressive Plan

16 The Tata Retirement Savings Fund-Progressive Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. 34.81% 14.25% -13.93% -12.91% 0.74 0.38 0.37

Axis Retirement Savings Fund - Conservative Plan

17 The Axis Retirement Savings Fund - Conservative Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. 19.89% 8.17% -6.60% -6.28% 0.18 0.09 0.37

Aditya Birla Sun Life Retirement Fund - The 30s Plan

18 The Aditya Birla Sun Life Retirement Fund - The 30S Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 32% of the KPIs that are in bottom quartile. 30.10% 10.64% -12.49% -12.42% 0.47 0.28 0.37

Aditya Birla Sun Life Retirement Fund - The 40s Plan

19 The Aditya Birla Sun Life Retirement Fund - The 40S Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 36% of the KPIs that are in bottom quartile. 26.70% 9.60% -10.29% -9.51% 0.41 0.23 0.37

Axis Retirement Savings Fund - Dynamic Plan

20 The Axis Retirement Savings Fund - Dynamic Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 44% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. 31.86% 11.54% -15.63% -14.76% 0.43 0.25 0.37

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<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 33% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. 29.03% 9.68% -17.18% -13.85% 0.35 0.20 0.39

****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: 23 February 2024
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
0.04
18
0.40
7
3.28
8
11.75
6
13.11
10
30.10
8
10.64
13
Aditya Birla Sun Life Retirement Fund - The 40S Plan
0.14
11
0.39
8
2.88
10
9.69
9
12.33
12
26.70
12
9.60
15
Aditya Birla Sun Life Retirement Fund - The 50S Plan
-0.02
23
1.35
22
4.04
22
5.42
23
12.28
23
5.23
23
Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan
-0.03
25
0.60
24
1.80
24
2.72
25
5.80
25
3.54
25
Franklin India Pension Plan
0.10
15
0.40
6
2.47
14
7.52
13
10.49
15
18.88
17
9.28
16
9.55
7
HDFC Retirement Savings Fund - Equity Plan
0.32
7
0.34
9
3.47
7
13.48
5
17.53
6
39.54
4
25.38
2
22.26
1
HDFC Retirement Savings Fund - Hybrid - Equity Plan
0.13
12
0.28
11
2.83
11
10.48
8
13.69
8
30.38
7
16.99
7
16.73
2
HDFC Retirement Savings Fund - Hybrid - Debt Plan
0.02
20
1.66
19
4.82
20
6.41
20
13.71
21
8.42
18
8.81
8
ICICI Prudential Retirement Fund - Pure Equity Plan
0.38
5
0.15
14
6.90
1
20.98
1
29.68
1
57.31
1
27.54
1
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan
0.33
6
0.19
12
5.97
2
17.82
2
24.29
2
47.70
2
19.29
5
ICICI Prudential Retirement Fund - Hybrid Conservative Plan
0.08
16
1.36
21
5.54
19
9.21
17
19.41
16
8.38
19
ICICI Prudential Retirement Fund - Pure Debt Plan
-0.00
21
0.54
25
1.64
25
2.82
24
6.44
24
4.48
24
Nippon India Retirement Fund - Wealth Creation Scheme
0.53
2
0.76
3
5.76
3
15.53
3
21.04
3
43.83
3
20.53
4
15.03
4
Nippon India Retirement Fund- Income Generation Scheme
0.07
17
3.11
9
6.75
16
7.42
19
14.27
19
7.14
21
8.12
9
SBI Retirement Benefit Fund Aggressive Hybrid Plan
0.24
10
0.69
4
1.65
20
7.79
12
11.31
14
25.28
13
18.37
6
SBI Retirement Benefit Fund Aggressive Plan
0.27
9
0.99
1
2.20
15
9.51
10
13.35
9
29.68
9
21.14
3
SBI Retirement Benefit Fund Conservative Hybrid Plan
0.10
14
1.79
17
5.59
18
7.97
18
17.08
18
11.61
11
SBI Retirement Benefit Fund Conservative Plan
0.02
19
1.73
18
4.25
21
5.99
21
12.79
22
8.58
17
Tata Retirement Savings Fund-Conservative Plan
0.12
13
1.07
23
3.52
23
5.95
22
13.94
20
6.71
22
8.06
10
Tata Retirement Savings Fund-Moderate Plan
0.30
8
0.11
15
2.19
16
6.13
17
11.40
13
29.61
10
13.29
9
13.75
5
Tata Retirement Savings Fund-Progressive Plan
0.40
3
0.29
10
2.48
12
7.28
15
14.03
7
34.81
5
14.25
8
15.11
3
UTI Retirement Benefit Pension Fund
-0.01
22
0.18
13
2.47
13
7.31
14
10.32
16
20.55
14
12.96
10
11.08
6
Axis Retirement Savings Fund - Aggressive Plan
0.38
4
0.51
5
4.78
5
11.60
7
17.67
5
29.03
11
9.68
14
Axis Retirement Savings Fund - Dynamic Plan
0.54
1
0.85
2
5.70
4
14.09
4
18.80
4
31.86
6
11.54
12
Axis Retirement Savings Fund - Conservative Plan
-0.03
24
3.50
6
9.18
11
12.89
11
19.89
15
8.17
20

Returns (Direct Plan)

As On: 23 February 2024
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
0.04
18
0.40
7
3.28
8
11.75
6
13.11
10
30.10
8
10.64
13
Aditya Birla Sun Life Retirement Fund - The 40S Plan
0.14
11
0.39
8
2.88
10
9.69
9
12.33
12
26.70
12
9.60
15
Aditya Birla Sun Life Retirement Fund - The 50S Plan
-0.02
23
1.35
22
4.04
22
5.42
23
12.28
23
5.23
23
Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan
-0.03
25
0.60
24
1.80
24
2.72
25
5.80
25
3.54
25
Franklin India Pension Plan
0.10
15
0.40
6
2.47
14
7.52
13
10.49
15
18.88
17
9.28
16
9.55
7
HDFC Retirement Savings Fund - Equity Plan
0.32
7
0.34
9
3.47
7
13.48
5
17.53
6
39.54
4
25.38
2
22.26
1
HDFC Retirement Savings Fund - Hybrid - Equity Plan
0.13
12
0.28
11
2.83
11
10.48
8
13.69
8
30.38
7
16.99
7
16.73
2
HDFC Retirement Savings Fund - Hybrid - Debt Plan
0.02
20
1.66
19
4.82
20
6.41
20
13.71
21
8.42
18
8.81
8
ICICI Prudential Retirement Fund - Pure Equity Plan
0.38
5
0.15
14
6.90
1
20.98
1
29.68
1
57.31
1
27.54
1
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan
0.33
6
0.19
12
5.97
2
17.82
2
24.29
2
47.70
2
19.29
5
ICICI Prudential Retirement Fund - Hybrid Conservative Plan
0.08
16
1.36
21
5.54
19
9.21
17
19.41
16
8.38
19
ICICI Prudential Retirement Fund - Pure Debt Plan
-0.00
21
0.54
25
1.64
25
2.82
24
6.44
24
4.48
24
Nippon India Retirement Fund - Wealth Creation Scheme
0.53
2
0.76
3
5.76
3
15.53
3
21.04
3
43.83
3
20.53
4
15.03
4
Nippon India Retirement Fund- Income Generation Scheme
0.07
17
3.11
9
6.75
16
7.42
19
14.27
19
7.14
21
8.12
9
SBI Retirement Benefit Fund Aggressive Hybrid Plan
0.24
10
0.69
4
1.65
20
7.79
12
11.31
14
25.28
13
18.37
6
SBI Retirement Benefit Fund Aggressive Plan
0.27
9
0.99
1
2.20
15
9.51
10
13.35
9
29.68
9
21.14
3
SBI Retirement Benefit Fund Conservative Hybrid Plan
0.10
14
1.79
17
5.59
18
7.97
18
17.08
18
11.61
11
SBI Retirement Benefit Fund Conservative Plan
0.02
19
1.73
18
4.25
21
5.99
21
12.79
22
8.58
17
Tata Retirement Savings Fund-Conservative Plan
0.12
13
1.07
23
3.52
23
5.95
22
13.94
20
6.71
22
8.06
10
Tata Retirement Savings Fund-Moderate Plan
0.30
8
0.11
15
2.19
16
6.13
17
11.40
13
29.61
10
13.29
9
13.75
5
Tata Retirement Savings Fund-Progressive Plan
0.40
3
0.29
10
2.48
12
7.28
15
14.03
7
34.81
5
14.25
8
15.11
3
UTI Retirement Benefit Pension Fund
-0.01
22
0.18
13
2.47
13
7.31
14
10.32
16
20.55
14
12.96
10
11.08
6
Axis Retirement Savings Fund - Aggressive Plan
0.38
4
0.51
5
4.78
5
11.60
7
17.67
5
29.03
11
9.68
14
Axis Retirement Savings Fund - Dynamic Plan
0.54
1
0.85
2
5.70
4
14.09
4
18.80
4
31.86
6
11.54
12
Axis Retirement Savings Fund - Conservative Plan
-0.03
24
3.50
6
9.18
11
12.89
11
19.89
15
8.17
20
Click on + to See Details
As On: 23 February 2024
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

2.52
8
4.47
9
10.30
9
2.12
19
9.04
9

Aditya Birla Sun Life Retirement Fund - 40s Plan

2.15
11
4.32
10
9.98
10
1.89
23
8.48
10

Aditya Birla Sun Life Retirement Fund - 50s Plan

1.07
20
2.26
21
4.56
22
1.93
22
3.53
17

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

0.40
25
0.98
25
2.68
25
1.95
20
3.09
18

Franklin India Pension Plan

1.40
17
3.36
16
5.72
17
4.42
12
7.65
12

Hdfc Retirement Savings Fund - Equity Plan

3.32
4
5.87
5
13.70
3
14.22
2
20.37
1

Hdfc Retirement Savings Fund - Hybrid - Equity Plan

2.51
9
4.63
7
10.82
8
9.07
5
14.39
3

Hdfc Retirement Savings Fund - Hybrid - Debt Plan

1.04
21
2.56
20
4.67
21
5.25
11
7.66
11

Icici Prudential Retirement Fund - Pure Equity Plan

3.82
1
8.06
1
14.30
2
17.07
1
18.64
2

Icici Prudential Retirement Fund - Hybrid Conservative Plan

1.58
13
3.72
13
7.06
15
2.94
16
7.15
13

Icici Prudential Retirement Fund - Hybrid Aggressive Plan

3.37
3
6.75
4
12.13
5
7.02
9
13.16
4

Icici Prudential Retirement Fund - Pure Debt Plan

0.53
24
1.34
24
2.95
24
3.57
14
5.73
15

Nippon India Retirement Fund- Income Generation Scheme

0.94
22
1.69
23
4.53
23
3.30
15
5.67
16

Nippon India Retirement Fund - Wealth Creation Scheme

3.53
2
7.10
2
14.47
1
7.79
6
9.85
8

Tata Retirement Savings Fund-Progressive Plan

3.17
5
6.76
3
13.08
4
2.79
17
11.85
5

Tata Retirement Savings Fund-Moderate Plan

2.72
7
5.70
6
11.51
6
3.87
13
11.58
6

Tata Retirement Savings Fund-Conservative Plan

1.26
19
2.79
19
5.43
19
2.21
18
6.76
14

Uti Retirement Benefit Pension Fund

1.56
15
3.40
15
7.06
14
7.62
8
11.20
7

Axis Retirement Savings Fund - Aggressive Plan

1.83
12
3.50
14
8.12
13
-1.31
25

Axis Retirement Savings Fund - Dynamic Plan

1.56
14
4.25
11
8.26
12
1.95
21

Axis Retirement Savings Fund - Conservative Plan

1.37
18
2.82
18
5.62
18
1.67
24

Sbi Retirement Benefit Fund – Aggressive Hybrid Plan

2.28
10
4.18
12
9.78
11
12.49
4

Sbi Retirement Benefit Fund – Aggressive Plan

2.73
6
4.48
8
10.91
7
13.61
3

Sbi Retirement Benefit Fund – Conservative Hybrid Plan

1.41
16
3.24
17
6.22
16
7.73
7

Sbi Retirement Benefit Fund – Conservative Plan

0.94
23
2.18
22
4.73
20
5.89
10
As On: 23 February 2024
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

2.63
8
4.83
8
11.04
9
3.64
19
10.90
9

Aditya Birla Sun Life Retirement Fund - 40s Plan

2.26
11
4.68
11
10.76
10
3.42
21
10.20
10

Aditya Birla Sun Life Retirement Fund - 50s Plan

1.17
20
2.58
21
5.25
21
3.30
23
5.02
17

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

0.51
25
1.30
25
3.31
25
3.27
24
4.52
18

Franklin India Pension Plan

1.47
17
3.56
16
6.12
18
5.24
13
8.48
13

Hdfc Retirement Savings Fund - Equity Plan

3.41
4
6.16
5
14.34
3
15.69
2
21.88
1

Hdfc Retirement Savings Fund - Hybrid - Equity Plan

2.61
9
4.94
7
11.48
8
10.50
5
15.83
3

Hdfc Retirement Savings Fund - Hybrid - Debt Plan

1.14
21
2.84
20
5.26
20
6.56
10
8.94
11

Icici Prudential Retirement Fund - Pure Equity Plan

3.94
1
8.43
1
15.05
1
18.72
1
20.61
2

Icici Prudential Retirement Fund - Hybrid Conservative Plan

1.69
14
4.01
13
7.65
14
4.00
17
8.71
12

Icici Prudential Retirement Fund - Hybrid Aggressive Plan

3.47
3
7.12
4
12.88
5
8.55
7
15.02
4

Icici Prudential Retirement Fund - Pure Debt Plan

0.61
24
1.57
24
3.41
24
4.63
14
7.34
15

Nippon India Retirement Fund- Income Generation Scheme

1.05
22
1.95
23
5.10
22
4.45
15
6.96
16

Nippon India Retirement Fund - Wealth Creation Scheme

3.63
2
7.36
2
15.03
2
8.92
6
11.00
8

Tata Retirement Savings Fund-Progressive Plan

3.29
5
7.15
3
13.91
4
4.43
16
13.64
5

Tata Retirement Savings Fund-Moderate Plan

2.84
7
6.08
6
12.27
6
5.38
12
13.26
6

Tata Retirement Savings Fund-Conservative Plan

1.37
19
3.09
19
6.05
19
3.44
20
8.04
14

Uti Retirement Benefit Pension Fund

1.61
15
3.56
15
7.41
15
8.38
9
11.97
7

Axis Retirement Savings Fund - Aggressive Plan

1.94
12
3.90
14
8.92
13
0.37
25

Axis Retirement Savings Fund - Dynamic Plan

1.72
13
4.71
10
9.21
12
3.84
18

Axis Retirement Savings Fund - Conservative Plan

1.50
16
3.23
18
6.47
17
3.41
22

Sbi Retirement Benefit Fund – Aggressive Hybrid Plan

2.37
10
4.46
12
10.38
11
13.94
4

Sbi Retirement Benefit Fund – Aggressive Plan

2.85
6
4.81
9
11.60
7
15.27
3

Sbi Retirement Benefit Fund – Conservative Hybrid Plan

1.45
18
3.37
17
6.50
16
8.46
8

Sbi Retirement Benefit Fund – Conservative Plan

0.98
23
2.31
22
4.99
23
6.42
11
As On: 30 September 2023
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

-12.42
16
-12.49
17
-4.70
15
12.89
18
8.21
15

Aditya Birla Sun Life Retirement Fund - The 40s Plan

-9.51
12
-10.29
15
-3.78
13
10.50
13
6.75
12

Aditya Birla Sun Life Retirement Fund - The 50s Plan

-3.24
4
-3.87
6
-1.09
4
3.17
3
2.15
3

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

-3.39
5
-1.99
2
-0.73
2
1.98
2
1.59
2

Franklin India Pension Plan

-5.75
9
-5.30
8
-2.25
9
5.50
8
3.73
8

Hdfc Retirement Savings Fund - Equity Plan

-11.67
14
-7.29
12
-2.93
12
13.03
19
8.37
19

Hdfc Retirement Savings Fund - Hybrid - Equity Plan

-6.61
11
-6.51
10
-2.40
10
10.00
11
6.28
11

Hdfc Retirement Savings Fund - Hybrid - Debt Plan

-2.30
2
-2.36
3
-0.95
3
3.30
4
2.22
4

Icici Prudential Retirement Fund - Pure Equity Plan

-13.78
18
-8.89
13
-3.96
14
13.60
20
9.27
20

Icici Prudential Retirement Fund - Hybrid Aggressive Plan

-11.88
15
-9.08
14
-4.79
16
10.81
14
7.44
14

Icici Prudential Retirement Fund - Hybrid Conservative Plan

-3.16
3
-3.46
5
-2.18
8
3.79
5
2.74
5

Icici Prudential Retirement Fund - Pure Debt Plan

-1.62
1
-0.70
1
-0.50
1
1.51
1
1.10
1

Nippon India Retirement Fund - Wealth Creation Scheme

-14.54
20
-12.84
18
-5.98
18
14.20
21
9.82
21

Nippon India Retirement Fund- Income Generation Scheme

-4.81
7
-5.63
9
-2.04
7
4.56
7
3.10
7

Tata Retirement Savings Fund-Conservative Plan

-4.13
6
-4.47
7
-1.91
5
3.99
6
2.84
6

Tata Retirement Savings Fund-Moderate Plan

-10.41
13
-11.08
16
-5.08
17
10.13
12
7.07
13

Tata Retirement Savings Fund-Progressive Plan

-12.91
17
-13.93
19
-8.45
21
11.80
15
8.29
18

Uti Retirement Benefit Pension Fund

-4.82
8
-3.36
4
-1.92
6
5.88
10
4.04
10

Axis Retirement Savings Fund - Aggressive Plan

-13.85
19
-17.18
21
-7.24
20
12.64
16
8.26
16

Axis Retirement Savings Fund - Dynamic Plan

-14.76
21
-15.63
20
-6.96
19
12.88
17
8.26
17

Axis Retirement Savings Fund - Conservative Plan

-6.28
10
-6.60
11
-2.64
11
5.56
9
3.96
9
As On: 30 September 2023
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

0.47
11
0.28
9
0.60
12
0.37
-5.56
12 0.83 9
0.87
3
0.07
8
1.19
8
-9.2965
12

Aditya Birla Sun Life Retirement Fund - The 40s Plan

0.41
13
0.23
13
0.57
13
0.37
-4.24
11 0.97 4
0.79
10
0.04
9
0.93
9
-3.3628
9

Aditya Birla Sun Life Retirement Fund - The 50s Plan

-0.94
19
-0.32
19
0.28
20
0.42
-2.26
9 0.61 12
0.56
12
-0.05
12
0.25
12
-3.9591
10

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

-2.01
21
-0.53
21
0.23
21
0.41
-3.59
10 1.23 1
0.88
2
-0.03
11
0.32
11
-1.8033
7

Franklin India Pension Plan

0.54
9
0.27
10
0.66
10
0.43

Hdfc Retirement Savings Fund - Equity Plan

1.67
1
1.15
1
1.74
1
0.41
10.24
2 0.84 8
0.86
4
0.26
2
2.47
1
6.5224
1

Hdfc Retirement Savings Fund - Hybrid - Equity Plan

1.30
3
0.89
3
1.26
3
0.42

Hdfc Retirement Savings Fund - Hybrid - Debt Plan

0.49
10
0.25
12
0.71
8
0.36

Icici Prudential Retirement Fund - Pure Equity Plan

1.58
2
0.98
2
1.58
2
0.39
12.08
1 0.75 11
0.63
11
0.29
1
2.38
2
6.3508
2

Icici Prudential Retirement Fund - Hybrid Aggressive Plan

1.17
5
0.65
5
1.07
5
0.38
2.77
4 1.08 2
0.82
9
0.12
4
1.49
4
4.1803
3

Icici Prudential Retirement Fund - Hybrid Conservative Plan

0.28
15
0.13
15
0.60
11
0.37

Icici Prudential Retirement Fund - Pure Debt Plan

-1.67
20
-0.48
20
0.40
19
0.44

Nippon India Retirement Fund - Wealth Creation Scheme

1.12
6
0.63
6
1.05
6
0.37
0.89
5 0.97 3
0.96
1
0.16
3
1.90
3
0.1371
5

Nippon India Retirement Fund- Income Generation Scheme

-0.08
18
-0.02
18
0.42
18
0.38

Tata Retirement Savings Fund-Conservative Plan

-0.01
17
0.00
17
0.48
16
0.36
-2.07
8 0.94 5
0.85
5
-0.00
10
0.57
10
-1.8826
8

Tata Retirement Savings Fund-Moderate Plan

0.77
7
0.40
7
0.73
7
0.37
-0.80
6 0.88 7
0.82
8
0.09
6
1.29
6
-1.1828
6

Tata Retirement Savings Fund-Progressive Plan

0.74
8
0.38
8
0.68
9
0.37
-1.03
7 0.75 10
0.85
7
0.12
5
1.49
5
-6.5166
11

Uti Retirement Benefit Pension Fund

1.24
4
0.71
4
1.11
4
0.42
3.92
3 0.88 6
0.85
6
0.08
7
1.19
7
2.3020
4

Axis Retirement Savings Fund - Aggressive Plan

0.35
14
0.20
14
0.43
17
0.39

Axis Retirement Savings Fund - Dynamic Plan

0.43
12
0.25
11
0.51
14
0.37

Axis Retirement Savings Fund - Conservative Plan

0.18
16
0.09
16
0.49
15
0.37




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

More Mutual Fund Analysis Article

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Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.

म्यूचुअल फंड में निवेश लंबी अवधि में धन बनाने के सबसे लोकप्रिय तरीकों में से एक है। हालांकि, किसी भी निवेश की तरह, म्यूचुअल फंड निवेश मे भी जोखिम हैं। निवेश निर्णय लेने के लिए इन जोखिमों को समझना और उनका आकलन करना आवश्यक है। इस लेख का उद्देश्य म्यूचुअल फंड मे प्रयोग किए जाने वाले कुछ प्रमुख जोखिम मूल्यांकन के तरीकों पे पर प्रकाश डालना है।  ये प्रमुख जोखिम मूल्यांकन के तरीके निम्नलिखित है: 

  1. स्टैन्डर्ड डीवीऐशन 
  2. सेमी डीवीऐशन
  3. वैल्यू एट रिस्क (VaR)
  4. ऐव्रिज ड्रॉ डाउन 
  5. मैक्समम ड्रॉ डाउन 

इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.