| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
20.27 | 25.98 | 21.27 | 19.46 | 14.15 | -16.62 | -12.57 | 7.29 | 1.08 | 0.71 | 1.38 | ||
| 2 | |
16.43 | 22.35 | 16.18 | 15.76 | 11.98 | -14.54 | -12.29 | 5.91 | 0.92 | 0.69 | 1.37 | ||
| 3 | |
11.02 | 17.62 | 12.06 | -17.23 | -16.39 | 1.14 | 0.91 | 0.46 | 0.96 | ||||
| 4 | |
10.31 | 12.43 | 9.18 | 9.77 | 3.86 | -3.17 | -2.66 | 2.80 | 0.29 | 0.80 | 1.55 | ||
| 5 | |
8.72 | 14.65 | 9.28 | 10.37 | 9.74 | -11.13 | -13.65 | 0.28 | 0.71 | 0.43 | 0.87 | ||
| 6 | |
13.63 | 16.05 | 9.96 | 11.09 | 12.84 | -19.00 | -18.01 | -0.70 | 0.95 | 0.39 | 0.80 | ||
| 7 | |
6.01 | 16.73 | 13.64 | 11.64 | 12.43 | 12.66 | -17.68 | -20.07 | 0.42 | 0.97 | 0.45 | 0.92 | |
| 8 | |
5.24 | 15.89 | 16.95 | 16.97 | 17.54 | 11.00 | -15.17 | -13.66 | 1.01 | 0.86 | 0.50 | 0.99 | |
| 9 | |
6.66 | 12.02 | 11.02 | 10.16 | 10.23 | 5.54 | -5.79 | -5.84 | 1.31 | 0.43 | 0.55 | 1.11 | |
| 10 | |
6.71 | 12.18 | 13.64 | 9.55 | -14.01 | -10.45 | -1.32 | 0.70 | 0.34 | 0.72 | |||
| 11 | |
7.84 | 9.60 | 7.00 | 7.03 | 3.32 | -2.95 | -3.69 | 0.18 | 0.24 | 0.42 | 0.88 | ||
| 12 | |
4.29 | 12.79 | 12.15 | 13.20 | 14.70 | 8.62 | -11.55 | -9.52 | -0.18 | 0.66 | 0.43 | 0.87 | |
| 13 | |
3.65 | 14.28 | 9.62 | 11.12 | -15.54 | -15.54 | -0.90 | 0.84 | 0.37 | 0.80 | |||
| 14 | |
4.13 | 14.18 | 8.59 | 10.27 | -13.68 | -11.21 | -0.93 | 0.77 | 0.38 | 0.78 | |||
| 15 | |
5.68 | 9.10 | 8.26 | 8.69 | 9.18 | 3.44 | -3.01 | -3.02 | -0.08 | 0.25 | 0.37 | 0.78 | |
| 16 | |
4.71 | 10.08 | 8.14 | 8.66 | 8.88 | 5.06 | -4.80 | -5.76 | -0.02 | 0.39 | 0.42 | 0.86 | |
| 17 | |
6.68 | 14.50 | 11.09 | 12.02 | 13.51 | 11.21 | -14.24 | -14.04 | -1.76 | 0.84 | 0.34 | 0.72 | |
| 18 | |
3.73 | 11.94 | 14.23 | 11.87 | -17.20 | -15.30 | -3.49 | 0.88 | 0.28 | 0.58 | |||
| 19 | |
5.73 | 10.55 | 7.87 | 5.88 | -6.75 | -6.20 | -0.79 | 0.41 | 0.31 | 0.67 | |||
| 20 | |
6.40 | 15.41 | 11.26 | 12.65 | 14.60 | 13.30 | -18.08 | -17.70 | -2.78 | 1.00 | 0.31 | 0.67 | |
| 21 | |
3.75 | 8.96 | 9.15 | 5.34 | -6.16 | -6.13 | -0.90 | 0.38 | 0.30 | 0.66 | |||
| 22 | |
4.08 | 8.06 | 7.64 | 3.48 | -2.39 | -4.05 | -0.09 | 0.22 | 0.32 | 0.68 | |||
| 23 | |
5.82 | 7.21 | 6.31 | 7.62 | 1.13 | -0.49 | -0.18 | 0.45 | 0.03 | 0.23 | 0.52 | ||
| 24 | |
5.44 | 6.52 | 5.58 | 5.64 | 1.10 | -0.42 | 0.00 | -0.59 | 0.04 | -0.09 | -0.25 | ||
| 25 | |
6.02 | 9.11 | 7.12 | 8.08 | 9.10 | 4.30 | -4.81 | -4.67 | -1.20 | 0.32 | 0.26 | 0.58 | |
| 26 | |
3.87 | 8.73 | 7.15 | 8.00 | 8.31 | 4.28 | -2.77 | -4.53 | -0.53 | 0.25 | 0.25 | 0.53 |
Return Calculated On: 13 March 2026 | Ratios Calculated On: 27 February 2026
1Y, 3Y, 5Y, 7Y, and 10Y returns are annualized (in %). All returns are calculated on a compounded annual growth rate (CAGR) basis for Direct Growth funds
Rating: 5 Stars (Best) to 1 Star (Worst) | Rank: 1 (Best) to 100 (Worst). Rating and Rank are based on the performance of the fund over the last 3 years.
Max DD: Maximum Drawdown (in %) | SD: Standard Deviation (in %) | VaR 1Y 95%: Value at Risk (in %) | Jensen's Alpha: (in %)
Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.
Data Source: www.amfiindia.com
For more details, visit AMFI India.
As On: 13 March 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund - The 30s Plan |
-2.36
|
-4.51
|
-8.35
|
-9.21
|
-6.98
|
12.19
|
14.53
|
8.43
|
9.42
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 40s Plan |
-1.98
|
-3.70
|
-5.90
|
-6.48
|
-5.11
|
7.25
|
13.07
|
7.74
|
8.74
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plan |
-0.61
|
-1.21
|
-1.98
|
-1.08
|
0.08
|
6.39
|
8.15
|
5.58
|
5.57
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan |
0.01
|
0.04
|
0.30
|
0.75
|
1.54
|
4.35
|
5.31
|
4.31
|
4.31
|
|
|
| Baroda BNP Paribas Retirement Fund |
-1.80
|
-4.08
|
-6.69
|
-8.01
|
-4.76
|
6.65
|
|
|
|
|
|
| Franklin India Retirement Fund |
-0.79
|
-2.05
|
-3.62
|
-4.12
|
-3.13
|
3.90
|
9.24
|
7.30
|
7.83
|
8.05
|
9.12
|
| Hdfc Retirement Savings Fund - Equity Plan |
-2.20
|
-4.59
|
-8.16
|
-9.73
|
-8.13
|
4.18
|
14.65
|
15.62
|
15.60
|
16.01
|
|
| Hdfc Retirement Savings Fund - Hybrid - Equity Plan |
-1.72
|
-3.83
|
-6.99
|
-8.32
|
-6.58
|
3.13
|
11.50
|
10.81
|
11.84
|
13.19
|
|
| Hdfc Retirement Savings Fund - Hybrid - Debt Plan |
-0.51
|
-1.18
|
-1.99
|
-2.02
|
-0.56
|
4.55
|
7.89
|
7.01
|
7.46
|
7.81
|
|
| Icici Prudential Retirement Fund - Pure Equity Plan |
-2.13
|
-3.85
|
-6.54
|
-5.95
|
-3.35
|
18.65
|
24.28
|
19.63
|
17.66
|
|
|
| Icici Prudential Retirement Fund - Hybrid Aggressive Plan |
-2.12
|
-3.90
|
-6.73
|
-5.69
|
-3.50
|
14.80
|
20.64
|
14.54
|
14.00
|
|
|
| Icici Prudential Retirement Fund - Hybrid Conservative Plan |
-0.73
|
-1.47
|
-2.27
|
-0.85
|
0.74
|
8.93
|
11.17
|
7.93
|
8.33
|
|
|
| Icici Prudential Retirement Fund - Pure Debt Plan |
-0.05
|
-0.05
|
0.21
|
0.70
|
1.59
|
4.86
|
6.20
|
5.22
|
6.29
|
|
|
| Bandhan Retirement Fund |
-1.26
|
-3.02
|
-5.11
|
-6.44
|
-4.78
|
4.31
|
|
|
|
|
|
| Nippon India Retirement Fund - Wealth Creation Scheme |
-2.25
|
-4.50
|
-8.47
|
-8.05
|
-8.91
|
5.01
|
15.61
|
12.52
|
10.54
|
11.22
|
|
| Nippon India Retirement Fund- Income Generation Scheme |
-0.48
|
-0.85
|
-1.77
|
-1.99
|
-1.69
|
2.72
|
7.56
|
5.98
|
6.80
|
7.01
|
|
| SBI Retirement Benefit Fund Aggressive Hybrid Plan |
-1.91
|
-4.20
|
-6.91
|
-8.32
|
-5.37
|
5.64
|
11.01
|
12.34
|
|
|
|
| SBI Retirement Benefit Fund Aggressive Plan |
-2.25
|
-5.15
|
-8.66
|
-11.03
|
-8.67
|
2.65
|
10.69
|
12.81
|
|
|
|
| SBI Retirement Benefit Fund Conservative Hybrid Plan |
-0.92
|
-2.16
|
-3.53
|
-4.17
|
-2.72
|
3.23
|
8.40
|
8.51
|
|
|
|
| SBI Retirement Benefit Fund Conservative Plan |
-0.51
|
-1.22
|
-1.79
|
-1.92
|
-0.81
|
3.61
|
7.56
|
7.12
|
|
|
|
| Tata Retirement Savings Fund-Conservative Plan |
-0.59
|
-1.08
|
-1.86
|
-2.47
|
-1.93
|
4.77
|
7.83
|
5.87
|
6.81
|
7.72
|
|
| Tata Retirement Savings Fund-Moderate Plan |
-1.62
|
-3.23
|
-5.97
|
-8.34
|
-8.31
|
5.21
|
12.90
|
9.52
|
10.41
|
11.96
|
|
| Tata Retirement Savings Fund-Progressive Plan |
-1.86
|
-3.61
|
-6.79
|
-9.60
|
-9.83
|
4.87
|
13.74
|
9.61
|
10.91
|
12.91
|
|
| Union Retirement Fund |
-2.36
|
-5.04
|
-7.52
|
-7.29
|
-5.83
|
9.58
|
16.03
|
|
|
|
|
| UTI Retirement Fund |
-0.83
|
-1.55
|
-2.94
|
-3.02
|
-1.00
|
6.04
|
11.32
|
10.30
|
9.45
|
9.54
|
6.51
|
| PGIM India Retirement Fund |
-2.28
|
-4.28
|
-7.34
|
-9.91
|
-12.26
|
3.27
|
|
|
|
|
|
| Axis Retirement Fund - Aggressive Plan |
-1.77
|
-3.80
|
-6.42
|
-7.77
|
-7.02
|
2.81
|
12.68
|
7.00
|
|
|
|
| Axis Retirement Fund - Dynamic Plan |
-1.96
|
-4.35
|
-7.45
|
-9.18
|
-8.58
|
2.39
|
12.74
|
7.96
|
|
|
|
| Axis Retirement Fund - Conservative Plan |
-0.71
|
-1.66
|
-2.48
|
-3.10
|
-1.06
|
4.59
|
9.10
|
6.30
|
|
|
|
| Nifty 500 Total Return Index |
-2.31
|
-4.84
|
-8.21
|
-9.72
|
-7.62
|
7.03
|
15.05
|
12.45
|
13.56
|
14.30
|
12.36
|
As On: 13 March 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund - The 30s Plan |
-2.36
|
-4.49
|
-8.26
|
-8.91
|
-6.39
|
13.63
|
16.05
|
9.96
|
11.09
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 40s Plan |
-1.98
|
-3.68
|
-5.81
|
-6.17
|
-4.47
|
8.72
|
14.65
|
9.28
|
10.37
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plan |
-0.61
|
-1.19
|
-1.88
|
-0.77
|
0.73
|
7.84
|
9.60
|
7.00
|
7.03
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan |
0.02
|
0.07
|
0.40
|
1.05
|
2.16
|
5.44
|
6.52
|
5.58
|
5.64
|
|
|
| Baroda BNP Paribas Retirement Fund |
-1.79
|
-4.06
|
-6.59
|
-7.69
|
-4.13
|
8.20
|
|
|
|
|
|
| Franklin India Retirement Fund |
-0.79
|
-2.04
|
-3.57
|
-3.94
|
-2.76
|
4.71
|
10.08
|
8.14
|
8.66
|
8.88
|
|
| Hdfc Retirement Savings Fund - Equity Plan |
-2.20
|
-4.57
|
-8.09
|
-9.50
|
-7.66
|
5.24
|
15.89
|
16.95
|
16.97
|
17.54
|
|
| Hdfc Retirement Savings Fund - Hybrid - Equity Plan |
-1.72
|
-3.81
|
-6.91
|
-8.06
|
-6.06
|
4.29
|
12.79
|
12.15
|
13.20
|
14.70
|
|
| Hdfc Retirement Savings Fund - Hybrid - Debt Plan |
-0.51
|
-1.16
|
-1.91
|
-1.78
|
-0.04
|
5.68
|
9.10
|
8.26
|
8.69
|
9.18
|
|
| Icici Prudential Retirement Fund - Pure Equity Plan |
-2.13
|
-3.81
|
-6.41
|
-5.64
|
-2.70
|
20.27
|
25.98
|
21.27
|
19.46
|
|
|
| Icici Prudential Retirement Fund - Hybrid Aggressive Plan |
-2.11
|
-3.91
|
-6.61
|
-5.39
|
-2.82
|
16.43
|
22.35
|
16.18
|
15.76
|
|
|
| Icici Prudential Retirement Fund - Hybrid Conservative Plan |
-0.73
|
-1.44
|
-2.18
|
-0.56
|
1.33
|
10.31
|
12.43
|
9.18
|
9.77
|
|
|
| Icici Prudential Retirement Fund - Pure Debt Plan |
-0.05
|
-0.04
|
0.29
|
0.93
|
2.06
|
5.82
|
7.21
|
6.31
|
7.62
|
|
|
| Bandhan Retirement Fund |
-1.26
|
-2.98
|
-4.98
|
-6.06
|
-4.01
|
6.04
|
|
|
|
|
|
| Nippon India Retirement Fund - Wealth Creation Scheme |
-2.25
|
-4.48
|
-8.40
|
-7.84
|
-8.49
|
6.01
|
16.73
|
13.64
|
11.64
|
12.43
|
|
| Nippon India Retirement Fund- Income Generation Scheme |
-0.48
|
-0.82
|
-1.69
|
-1.73
|
-1.15
|
3.87
|
8.73
|
7.15
|
8.00
|
8.31
|
|
| SBI Retirement Benefit Fund Aggressive Hybrid Plan |
-1.91
|
-4.18
|
-6.84
|
-8.10
|
-4.90
|
6.71
|
12.18
|
13.64
|
|
|
|
| SBI Retirement Benefit Fund Aggressive Plan |
-2.25
|
-5.13
|
-8.58
|
-10.81
|
-8.21
|
3.73
|
11.94
|
14.23
|
|
|
|
| SBI Retirement Benefit Fund Conservative Hybrid Plan |
-0.92
|
-2.15
|
-3.49
|
-4.05
|
-2.48
|
3.75
|
8.96
|
9.15
|
|
|
|
| SBI Retirement Benefit Fund Conservative Plan |
-0.51
|
-1.21
|
-1.76
|
-1.81
|
-0.59
|
4.08
|
8.06
|
7.64
|
|
|
|
| Tata Retirement Savings Fund-Conservative Plan |
-0.59
|
-1.05
|
-1.77
|
-2.20
|
-1.36
|
6.02
|
9.11
|
7.12
|
8.08
|
9.10
|
|
| Tata Retirement Savings Fund-Moderate Plan |
-1.62
|
-3.21
|
-5.88
|
-8.04
|
-7.69
|
6.68
|
14.50
|
11.09
|
12.02
|
13.51
|
|
| Tata Retirement Savings Fund-Progressive Plan |
-1.86
|
-3.59
|
-6.69
|
-9.29
|
-9.19
|
6.40
|
15.41
|
11.26
|
12.65
|
14.60
|
|
| Union Retirement Fund |
-2.38
|
-5.05
|
-7.46
|
-7.02
|
-5.22
|
11.02
|
17.62
|
|
|
|
|
| UTI Retirement Fund |
-0.83
|
-1.54
|
-2.90
|
-2.89
|
-0.73
|
6.66
|
12.02
|
11.02
|
10.16
|
10.23
|
|
| PGIM India Retirement Fund |
-2.29
|
-4.24
|
-7.21
|
-9.56
|
-11.58
|
4.93
|
|
|
|
|
|
| Axis Retirement Fund - Aggressive Plan |
-1.71
|
-3.76
|
-6.29
|
-7.44
|
-6.43
|
4.13
|
14.18
|
8.59
|
|
|
|
| Axis Retirement Fund - Dynamic Plan |
-1.92
|
-4.33
|
-7.32
|
-8.89
|
-8.01
|
3.65
|
14.28
|
9.62
|
|
|
|
| Axis Retirement Fund - Conservative Plan |
-0.71
|
-1.64
|
-2.41
|
-2.89
|
-0.59
|
5.73
|
10.55
|
7.87
|
|
|
|
| Nifty 500 Total Return Index |
-2.31
|
-4.84
|
-8.21
|
-9.72
|
-7.62
|
7.03
|
15.05
|
12.45
|
13.56
|
14.30
|
12.36
|
As On: 13 March 2026
As On: 13 March 2026
Performance Indicators
Calculated On: 27 February 2026
Calculated On: 27 February 2026
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund - The 30s Plan |
0.80
|
0.39
|
0.57
|
0.41
|
-0.70
|
0.95 |
0.89
|
|
1.41
|
-1.7300
|
| Aditya Birla Sun Life Retirement Fund - The 40s Plan |
0.87
|
0.43
|
0.69
|
0.39
|
0.28
|
0.71 |
0.87
|
|
-0.14
|
-2.8000
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plan |
0.88
|
0.42
|
0.68
|
0.37
|
0.18
|
0.24 |
0.84
|
|
-13.01
|
-5.7200
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan |
-0.25
|
-0.09
|
0.52
|
0.45
|
-0.59
|
0.04 |
0.16
|
|
-53.90
|
-8.2900
|
| Franklin India Retirement Fund |
0.86
|
0.42
|
0.70
|
0.40
|
-0.02
|
0.39 |
0.92
|
|
-6.33
|
-6.1500
|
| Hdfc Retirement Savings Fund - Equity Plan |
0.99
|
0.50
|
0.68
|
0.40
|
1.01
|
0.86 |
0.96
|
|
0.74
|
-0.4500
|
| Hdfc Retirement Savings Fund - Hybrid - Equity Plan |
0.87
|
0.43
|
0.63
|
0.39
|
-0.18
|
0.66 |
0.95
|
|
-1.01
|
-3.3900
|
| Hdfc Retirement Savings Fund - Hybrid - Debt Plan |
0.78
|
0.37
|
0.66
|
0.41
|
-0.08
|
0.25 |
0.86
|
|
-12.47
|
-7.3500
|
| Icici Prudential Retirement Fund - Pure Equity Plan |
1.38
|
0.71
|
0.99
|
0.43
|
7.29
|
1.08 |
0.91
|
|
2.41
|
8.1500
|
| Icici Prudential Retirement Fund - Hybrid Aggressive Plan |
1.37
|
0.69
|
0.94
|
0.43
|
5.91
|
0.92 |
0.92
|
|
1.57
|
5.2900
|
| Icici Prudential Retirement Fund - Hybrid Conservative Plan |
1.55
|
0.80
|
0.91
|
0.43
|
2.80
|
0.29 |
0.90
|
|
-9.63
|
-4.5100
|
| Icici Prudential Retirement Fund - Pure Debt Plan |
0.52
|
0.23
|
0.61
|
0.49
|
0.45
|
0.03 |
0.09
|
|
-51.35
|
-9.8000
|
| Nippon India Retirement Fund - Wealth Creation Scheme |
0.92
|
0.45
|
0.65
|
0.40
|
0.42
|
0.97 |
0.93
|
|
1.45
|
0.2000
|
| Nippon India Retirement Fund- Income Generation Scheme |
0.53
|
0.25
|
0.64
|
0.38
|
-0.53
|
0.25 |
0.54
|
|
-9.01
|
-8.5500
|
| Sbi Retirement Benefit Fund Aggressive Hybrid Plan |
0.72
|
0.34
|
0.54
|
0.42
|
-1.32
|
0.70 |
0.92
|
|
-0.43
|
-4.3900
|
| Sbi Retirement Benefit Fund Aggressive Plan |
0.58
|
0.28
|
0.48
|
0.41
|
-3.49
|
0.88 |
0.93
|
|
0.77
|
-5.6000
|
| Sbi Retirement Benefit Fund Conservative Hybrid Plan |
0.66
|
0.30
|
0.58
|
0.40
|
-0.90
|
0.38 |
0.89
|
|
-5.86
|
-6.2400
|
| Sbi Retirement Benefit Fund Conservative Plan |
0.68
|
0.32
|
0.66
|
0.40
|
-0.09
|
0.22 |
0.70
|
|
-12.33
|
-6.5400
|
| Tata Retirement Savings Fund-Conservative Plan |
0.58
|
0.26
|
0.57
|
0.39
|
-1.20
|
0.32 |
0.88
|
|
-8.87
|
-8.1700
|
| Tata Retirement Savings Fund-Moderate Plan |
0.72
|
0.34
|
0.59
|
0.41
|
-1.76
|
0.84 |
0.87
|
|
0.59
|
-3.4000
|
| Tata Retirement Savings Fund-Progressive Plan |
0.67
|
0.31
|
0.54
|
0.41
|
-2.78
|
1.00 |
0.87
|
|
1.46
|
-2.6400
|
| Union Retirement Fund |
0.96
|
0.46
|
0.66
|
0.42
|
1.14
|
0.91 |
0.92
|
|
1.24
|
-0.2100
|
| Uti Retirement Fund |
1.11
|
0.55
|
0.77
|
0.39
|
1.31
|
0.43 |
0.94
|
|
-4.96
|
-4.5800
|
| Axis Retirement Fund - Aggressive Plan |
0.78
|
0.38
|
0.60
|
0.40
|
-0.93
|
0.77 |
0.93
|
|
0.12
|
-4.7400
|
| Axis Retirement Fund - Dynamic Plan |
0.80
|
0.37
|
0.59
|
0.41
|
-0.90
|
0.84 |
0.93
|
|
0.62
|
-4.2800
|
| Axis Retirement Fund - Conservative Plan |
0.67
|
0.31
|
0.59
|
0.41
|
-0.79
|
0.41 |
0.80
|
|
-4.72
|
-6.9800
|