Best Retirement Mutual Funds (June 2024 )

Best Retirement Mutual Funds June 2024

The average 1 year return of Retirement Mutual Funds is 24.73 % for regular funds and 26.16 % for direct funds. The average 3 year return is 12.61 % for regular funds and 13.96 % for direct funds. The average 1 year SIP return is 21.03 % for regular funds and 22.44 % for direct funds. The average 3 year SIP return is 18.2 % for regular funds and 19.56 % for direct funds. The average Sharpe Ratio is 0.48 and the average Standard Deviation is 7.66%.

Find the best Retirement Mutual Funds for June 2024. Dive into detailed performance metrics, historical data, and comprehensive insights to help you make informed investment decisions.

Ranked On: 28 June 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	47.07%	26.29%	26.00%	%	%	49.17%	28.08%	27.90%	%	%	13.55%	-8.89%	-13.78%	14.23%	0.80	0.94	1.62
Icici Prudential Retirement Fund - Hybr…	2	40.18%	19.38%	20.48%	%	%	42.31%	21.07%	22.34%	%	%	11.36%	-9.08%	-11.88%	%		0.67	1.23
Hdfc Retirement Savings Fund - Equity P…	3	35.35%	21.70%	26.62%	18.10%	%	36.89%	23.16%	28.17%	19.63%	%	10.69%	-7.29%	-11.67%	7.68%	0.76	0.78	1.40
Sbi Retirement Benefit Fund Aggressive …	4	28.22%	18.78%	%	%	%	29.72%	20.32%	%	%	%	11.33%	-7.76%	-11.03%	5.43%	0.80	0.68	1.20
Sbi Retirement Benefit Fund Aggressive …	5	25.03%	16.61%	%	%	%	26.38%	17.96%	%	%	%	9.27%	-6.34%	-9.43%	%		0.67	1.19
Nippon India Retirement Fund - Wealth C…	6	39.43%	19.42%	19.96%	12.49%	%	40.78%	20.62%	21.18%	13.61%	%	13.31%	-12.84%	-14.54%	1.64%	0.99	0.54	1.01
Hdfc Retirement Savings Fund - Hybrid -…	7	26.47%	15.70%	19.51%	14.29%	%	27.96%	17.13%	20.99%	15.78%	%	8.16%	-6.51%	-6.61%	%		0.59	1.06
Tata Retirement Savings Fund-Progressiv…	8	37.83%	15.27%	19.92%	13.37%	15.27%	39.85%	17.02%	21.78%	15.10%	17.04%	11.89%	-13.93%	-12.91%	0.96%	0.81	0.40	0.75
Tata Retirement Savings Fund-Moderate P…	9	31.77%	14.21%	18.34%	12.38%	14.32%	33.65%	15.86%	20.08%	13.98%	15.91%	10.19%	-11.08%	-10.41%	%		0.40	0.75
Uti Retirement Benefit Pension Fund	10	21.58%	13.02%	14.43%	9.76%	10.15%	22.37%	13.78%	15.21%	10.46%	10.84%	5.49%	-3.36%	-4.82%	%		0.53	1.03
Axis Retirement Savings Fund - Dynamic …	11	39.68%	12.73%	%	%	%	41.55%	14.57%	%	%	%	11.61%	-15.63%	-14.76%	%		0.24	0.45
Sbi Retirement Benefit Fund Conservativ…	12	16.19%	11.08%	%	%	%	16.80%	11.75%	%	%	%	4.99%	-3.37%	-4.35%	%		0.48	0.90
Aditya Birla Sun Life Retirement Fund -…	13	33.74%	14.10%	16.60%	%	%	35.55%	15.74%	18.46%	%	%	11.93%	-12.49%	-12.65%	-2.19%	0.83	0.29	0.52
Aditya Birla Sun Life Retirement Fund -…	14	26.17%	11.68%	14.11%	%	%	27.94%	13.29%	15.84%	%	%	9.73%	-10.29%	-9.51%	%		0.23	0.43
Icici Prudential Retirement Fund - Hybr…	15	15.22%	9.01%	9.63%	%	%	16.36%	10.14%	11.05%	%	%	4.06%	-3.46%	-3.16%	%		0.24	0.50
Franklin India Pension Plan	16	18.64%	9.89%	10.87%	8.59%	9.53%	19.55%	10.74%	11.72%	9.42%	10.36%	5.39%	-5.30%	-5.75%	%		0.23	0.48
Axis Retirement Savings Fund - Aggressi…	17	35.81%	10.40%	%	%	%	37.56%	12.11%	%	%	%	11.57%	-17.18%	-13.70%	%		0.17	0.32
Sbi Retirement Benefit Fund Conservativ…	18	12.30%	8.79%	%	%	%	12.83%	9.32%	%	%	%	2.94%	-1.88%	-2.13%	%		0.28	0.55
Hdfc Retirement Savings Fund - Hybrid -…	19	13.59%	8.76%	9.55%	7.79%	%	14.88%	10.07%	10.83%	9.10%	%	3.23%	-2.36%	-2.46%	%		0.18	0.38
Axis Retirement Savings Fund - Conserva…	20	19.41%	7.89%	%	%	%	21.06%	9.59%	%	%	%	5.56%	-6.60%	-6.28%	%		0.06	0.12
Nippon India Retirement Fund- Income Ge…	21	14.22%	7.79%	8.38%	6.97%	%	15.39%	8.96%	9.63%	8.22%	%	4.69%	-5.63%	-4.56%	%		0.09	0.18
Tata Retirement Savings Fund-Conservati…	22	14.65%	7.28%	9.32%	7.30%	8.65%	15.99%	8.56%	10.62%	8.65%	10.07%	4.07%	-4.47%	-4.13%	%		0.06	0.11
Aditya Birla Sun Life Retirement Fund -…	23	12.47%	6.96%	6.35%	%	%	13.96%	8.38%	7.83%	%	%	3.52%	-3.87%	-3.28%	%		-0.09	-0.24
Icici Prudential Retirement Fund - Pure…	24	6.94%	4.88%	5.95%	%	%	8.04%	5.93%	7.32%	%	%	1.22%	-0.66%	-0.97%	%		-0.49	-1.85
Aditya Birla Sun Life Retirement Fund -…	25	6.31%	3.68%	4.04%	%	%	7.56%	4.96%	5.41%	%	%	1.62%	-1.99%	-2.14%	%		-0.52	-2.00

Return Calculated On: 17 September 2024

Ratios Calculated On: 28 June 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	16,048.80	14,579.15	53,470.80	51,396.19	129,336.00	97,424.94
Aditya Birla Sun Life Retirement Fund - The 40S Plan	15,140.40	13,972.81	50,151.60	48,229.13	116,082.00	89,772.18
Aditya Birla Sun Life Retirement Fund - The 50S Plan	13,496.40	11,867.40	44,046.00	40,989.35	81,630.00	71,748.60
Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan	12,757.20	11,402.51	40,118.40	37,898.35	73,152.00	65,835.84
Franklin India Pension Plan	14,236.80	13,281.11	47,772.00	44,708.51	100,500.00	81,674.10	149,562.00	123,371.81	298,128.00	198,338.40	735,840.00	396,450.18
HDFC Retirement Savings Fund - Equity Plan	16,242.00	14,449.82	64,890.00	55,316.59	195,270.00	124,026.12	269,169.60	199,128.30
HDFC Retirement Savings Fund - Hybrid - Equity Plan	15,176.40	13,866.18	55,753.20	50,116.50	146,250.00	101,999.88	213,922.80	160,565.66
HDFC Retirement Savings Fund - Hybrid - Debt Plan	13,630.80	11,896.68	46,317.60	41,776.63	94,662.00	76,687.68	141,976.80	112,927.67
ICICI Prudential Retirement Fund - Pure Equity Plan	17,648.40	14,817.47	72,507.60	58,428.54	190,518.00	129,829.32
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan	16,821.60	14,512.33	61,239.60	54,751.25	152,286.00	110,607.96
ICICI Prudential Retirement Fund - Hybrid Conservative Plan	13,826.40	11,903.28	46,638.00	42,508.40	95,034.00	77,604.90
ICICI Prudential Retirement Fund - Pure Debt Plan	12,832.80	11,456.45	41,536.80	38,551.36	80,112.00	68,167.74
Nippon India Retirement Fund - Wealth Creation Scheme	16,731.60	14,701.94	61,318.80	55,293.19	149,058.00	113,678.82	191,436.00	168,505.60
Nippon India Retirement Fund- Income Generation Scheme	13,706.40	11,994.62	45,079.20	41,818.75	89,724.00	75,138.30	134,610.00	110,302.84
SBI Retirement Benefit Fund Aggressive Hybrid Plan	15,003.60	13,829.65	57,078.00	49,338.22
SBI Retirement Benefit Fund Aggressive Plan	15,386.40	14,060.08	60,332.40	51,386.11
SBI Retirement Benefit Fund Conservative Hybrid Plan	13,942.80	12,078.25	49,338.00	43,471.76
SBI Retirement Benefit Fund Conservative Plan	13,476.00	11,825.03	46,350.00	41,447.74
Tata Retirement Savings Fund-Conservative Plan	13,758.00	11,963.65	44,452.80	41,672.59	93,684.00	75,607.92	137,566.80	111,056.06	275,052.00	179,094.00
Tata Retirement Savings Fund-Moderate Plan	15,812.40	14,336.94	53,636.40	50,961.78	139,272.00	99,160.62	190,184.40	152,990.38	457,596.00	264,745.92
Tata Retirement Savings Fund-Progressive Plan	16,539.60	14,712.41	55,134.00	53,285.94	148,818.00	104,714.28	202,230.00	162,344.20	496,992.00	286,811.40
UTI Retirement Benefit Pension Fund	14,589.60	13,558.75	51,973.20	46,555.56	117,726.00	89,802.66	161,221.20	135,044.53	315,600.00	218,451.84	418,608.00	375,036.84
Axis Retirement Savings Fund - Aggressive Plan	16,297.20	14,406.78	48,438.00	49,475.66
Axis Retirement Savings Fund - Dynamic Plan	16,761.60	14,755.92	51,566.40	51,016.21
Axis Retirement Savings Fund - Conservative Plan	14,329.20	12,220.27	45,208.80	42,749.57

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	16,266.00	14,691.68	55,821.60	52,577.57	139,962.00	101,535.06
Aditya Birla Sun Life Retirement Fund - The 40S Plan	15,352.80	14,082.34	52,344.00	49,346.10	125,166.00	93,467.34
Aditya Birla Sun Life Retirement Fund - The 50S Plan	13,675.20	11,953.96	45,824.40	41,874.66	87,474.00	74,374.02
Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan	12,907.20	11,473.81	41,626.80	38,631.89	78,084.00	68,045.82
Franklin India Pension Plan	14,346.00	13,337.88	48,888.00	45,265.36	104,436.00	83,407.44	157,735.20	127,071.34	321,504.00	207,098.88
HDFC Retirement Savings Fund - Equity Plan	16,426.80	14,543.10	67,255.20	56,412.76	207,492.00	128,628.66	294,588.00	209,615.11
HDFC Retirement Savings Fund - Hybrid - Equity Plan	15,355.20	13,957.93	57,848.40	51,120.50	155,532.00	105,699.54	234,242.40	168,895.27
HDFC Retirement Savings Fund - Hybrid - Debt Plan	13,785.60	11,970.31	48,006.00	42,573.10	100,326.00	79,203.18	154,585.20	118,108.62
ICICI Prudential Retirement Fund - Pure Equity Plan	17,900.40	14,944.09	75,632.40	59,827.43	205,368.00	135,511.38
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan	17,077.20	14,638.34	63,889.20	56,076.23	164,418.00	115,401.54
ICICI Prudential Retirement Fund - Hybrid Conservative Plan	13,963.20	11,968.96	48,103.20	43,229.02	101,346.00	80,084.04
ICICI Prudential Retirement Fund - Pure Debt Plan	12,964.80	11,522.59	42,793.20	39,165.77	85,404.00	70,227.66
Nippon India Retirement Fund - Wealth Creation Scheme	16,893.60	14,782.80	63,172.80	56,201.98	156,798.00	117,054.12	205,161.60	175,290.44
Nippon India Retirement Fund- Income Generation Scheme	13,846.80	12,062.51	46,569.60	42,543.61	95,010.00	77,454.48	146,017.20	115,110.66
SBI Retirement Benefit Fund Aggressive Hybrid Plan	15,165.60	13,912.61	59,094.00	50,246.35
SBI Retirement Benefit Fund Aggressive Plan	15,566.40	14,151.34	62,704.80	52,440.44
SBI Retirement Benefit Fund Conservative Hybrid Plan	14,016.00	12,112.98	50,238.00	43,866.72
SBI Retirement Benefit Fund Conservative Plan	13,539.60	11,855.10	47,030.40	41,772.64
Tata Retirement Savings Fund-Conservative Plan	13,918.80	12,042.01	46,058.40	42,478.99	99,396.00	78,093.00	150,133.20	116,212.99	313,176.00	192,299.52
Tata Retirement Savings Fund-Moderate Plan	16,038.00	14,451.32	55,987.20	52,156.84	149,772.00	103,294.20	209,907.60	162,037.85	525,276.00	287,933.16
Tata Retirement Savings Fund-Progressive Plan	16,782.00	14,834.41	57,686.40	54,599.08	160,728.00	109,350.36	224,792.40	172,623.36	579,024.00	314,331.96
UTI Retirement Benefit Pension Fund	14,684.40	13,607.99	53,031.60	47,058.05	121,764.00	91,513.50	168,588.00	138,574.21	336,000.00	226,670.76
Axis Retirement Savings Fund - Aggressive Plan	16,507.20	14,513.26	50,724.00	50,625.36
Axis Retirement Savings Fund - Dynamic Plan	16,986.00	14,869.20	54,136.80	52,290.97
Axis Retirement Savings Fund - Conservative Plan	14,527.20	12,313.78	47,379.60	43,797.85

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	11.93	7.97
Aditya Birla Sun Life Retirement Fund - The 40s Plan	-9.51	-10.29	-5.18	9.73	6.53
Aditya Birla Sun Life Retirement Fund - The 50s Plan	-3.28	-3.87	-1.22	3.52	2.47
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan	-2.14	-1.99	-0.62	1.62	1.29
Franklin India Pension Plan	-5.75	-5.30	-2.50	5.39	3.82
Hdfc Retirement Savings Fund - Equity Plan	-11.67	-7.29	-3.45	10.69	7.57
Hdfc Retirement Savings Fund - Hybrid - Equity Plan	-6.61	-6.51	-2.56	8.16	5.66
Hdfc Retirement Savings Fund - Hybrid - Debt Plan	-2.46	-2.36	-1.10	3.23	2.26
Icici Prudential Retirement Fund - Pure Equity Plan	-13.78	-8.89	-4.47	13.55	9.59
Icici Prudential Retirement Fund - Hybrid Aggressive Plan	-11.88	-9.08	-4.46	11.36	8.08
Icici Prudential Retirement Fund - Hybrid Conservative Plan	-3.16	-3.46	-1.69	4.06	2.92
Icici Prudential Retirement Fund - Pure Debt Plan	-0.97	-0.66	-0.44	1.22	0.96
Nippon India Retirement Fund - Wealth Creation Scheme	-14.54	-12.84	-7.95	13.31	9.48
Nippon India Retirement Fund- Income Generation Scheme	-4.56	-5.63	-2.04	4.69	3.28
Sbi Retirement Benefit Fund Aggressive Hybrid Plan	-9.43	-6.34	-2.33	9.27	6.44
Sbi Retirement Benefit Fund Aggressive Plan	-11.03	-7.76	-3.12	11.33	7.80
Sbi Retirement Benefit Fund Conservative Hybrid Plan	-4.35	-3.37	-1.61	4.99	3.41
Sbi Retirement Benefit Fund Conservative Plan	-2.13	-1.88	-0.63	2.94	1.99
Tata Retirement Savings Fund-Conservative Plan	-4.13	-4.47	-1.81	4.07	2.86
Tata Retirement Savings Fund-Moderate Plan	-10.41	-11.08	-4.02	10.19	7.00
Tata Retirement Savings Fund-Progressive Plan	-12.91	-13.93	-5.40	11.89	8.23
Uti Retirement Benefit Pension Fund	-4.82	-3.36	-1.75	5.49	3.96
Axis Retirement Savings Fund - Aggressive Plan	-13.70	-17.18	-17.18	11.57	7.75
Axis Retirement Savings Fund - Dynamic Plan	-14.76	-15.63	-5.94	11.61	7.73
Axis Retirement Savings Fund - Conservative Plan	-6.28	-6.60	-1.81	5.56	4.02

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	0.52	0.29	0.61	0.39	-2.19	0.83	0.85	1.20	-5.3034
Aditya Birla Sun Life Retirement Fund - The 40s Plan	0.43	0.23	0.57	0.39
Aditya Birla Sun Life Retirement Fund - The 50s Plan	-0.24	-0.09	0.45	0.39
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan	-2.00	-0.52	0.30	0.41
Franklin India Pension Plan	0.48	0.23	0.64	0.38
Hdfc Retirement Savings Fund - Equity Plan	1.40	0.78	1.33	0.40	7.68	0.76	0.88	2.07	2.9549
Hdfc Retirement Savings Fund - Hybrid - Equity Plan	1.06	0.59	0.99	0.40
Hdfc Retirement Savings Fund - Hybrid - Debt Plan	0.38	0.18	0.68	0.35
Icici Prudential Retirement Fund - Pure Equity Plan	1.62	0.94	1.61	0.37	14.23	0.80	0.61	2.26	10.1892
Icici Prudential Retirement Fund - Hybrid Aggressive Plan	1.23	0.67	1.15	0.37
Icici Prudential Retirement Fund - Hybrid Conservative Plan	0.50	0.24	0.69	0.40
Icici Prudential Retirement Fund - Pure Debt Plan	-1.85	-0.49	0.44	0.43
Nippon India Retirement Fund - Wealth Creation Scheme	1.01	0.54	0.94	0.37	1.64	0.99	0.96	1.69	1.4628
Nippon India Retirement Fund- Income Generation Scheme	0.18	0.09	0.51	0.37
Sbi Retirement Benefit Fund Aggressive Hybrid Plan	1.19	0.67	1.15	0.40
Sbi Retirement Benefit Fund Aggressive Plan	1.20	0.68	1.21	0.41	5.43	0.80	0.86	1.87	1.3835
Sbi Retirement Benefit Fund Conservative Hybrid Plan	0.90	0.48	0.89	0.40
Sbi Retirement Benefit Fund Conservative Plan	0.55	0.28	0.74	0.39
Tata Retirement Savings Fund-Conservative Plan	0.11	0.06	0.52	0.35
Tata Retirement Savings Fund-Moderate Plan	0.75	0.40	0.72	0.37
Tata Retirement Savings Fund-Progressive Plan	0.75	0.40	0.69	0.37	0.96	0.81	0.82	1.43	-2.5869
Uti Retirement Benefit Pension Fund	1.03	0.53	0.98	0.37
Axis Retirement Savings Fund - Aggressive Plan	0.32	0.17	0.40	0.42
Axis Retirement Savings Fund - Dynamic Plan	0.45	0.24	0.49	0.40
Axis Retirement Savings Fund - Conservative Plan	0.12	0.06	0.47	0.33

As On: 17 September 2024

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y
Aditya Birla Sun Life Retirement Fund - The 30S Plan	0.39%	2.66%	4.74%	8.80%	24.82%	33.74%	14.10%	16.60%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 40S Plan	0.37%	2.15%	4.39%	6.99%	18.44%	26.17%	11.68%	14.11%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50S Plan	0.10%	0.93%	1.90%	3.90%	8.24%	12.47%	6.96%	6.35%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan	-0.01%	0.26%	0.57%	1.87%	3.46%	6.31%	3.68%	4.04%	%	%	%
Franklin India Pension Plan	0.10%	0.57%	1.62%	4.67%	10.58%	18.64%	9.89%	10.87%	8.59%	9.53%	9.84%
HDFC Retirement Savings Fund - Equity Plan	0.07%	0.99%	3.56%	7.51%	20.52%	35.35%	21.70%	26.62%	18.10%	%	%
HDFC Retirement Savings Fund - Hybrid - Equity Plan	0.07%	0.71%	3.28%	5.99%	15.89%	26.47%	15.70%	19.51%	14.29%	%	%
HDFC Retirement Savings Fund - Hybrid - Debt Plan	0.03%	0.35%	1.42%	3.74%	8.09%	13.59%	8.76%	9.55%	7.79%	%	%
ICICI Prudential Retirement Fund - Pure Equity Plan	0.06%	1.52%	4.54%	4.57%	22.23%	47.07%	26.29%	26.00%	%	%	%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan	0.00%	1.20%	3.43%	3.85%	20.39%	40.18%	19.38%	20.48%	%	%	%
ICICI Prudential Retirement Fund - Hybrid Conservative Plan	0.00%	0.47%	1.67%	2.86%	7.51%	15.22%	9.01%	9.63%	%	%	%
ICICI Prudential Retirement Fund - Pure Debt Plan	-0.05%	0.23%	0.61%	2.17%	3.96%	6.94%	4.88%	5.95%	%	%	%
Nippon India Retirement Fund - Wealth Creation Scheme	0.27%	1.80%	3.19%	8.77%	24.14%	39.43%	19.42%	19.96%	12.49%	%	%
Nippon India Retirement Fund- Income Generation Scheme	0.07%	1.04%	1.65%	4.25%	8.14%	14.22%	7.79%	8.38%	6.97%	%	%
SBI Retirement Benefit Fund Aggressive Hybrid Plan	-0.01%	0.69%	2.71%	4.08%	17.93%	25.03%	16.61%	%	%	%	%
SBI Retirement Benefit Fund Aggressive Plan	0.00%	0.90%	3.19%	4.18%	20.24%	28.22%	18.78%	%	%	%	%
SBI Retirement Benefit Fund Conservative Hybrid Plan	-0.02%	0.60%	1.82%	3.33%	10.60%	16.19%	11.08%	%	%	%	%
SBI Retirement Benefit Fund Conservative Plan	-0.02%	0.56%	1.47%	3.10%	7.46%	12.30%	8.79%	%	%	%	%
Tata Retirement Savings Fund-Conservative Plan	0.04%	0.66%	1.43%	3.72%	10.03%	14.65%	7.28%	9.32%	7.30%	8.65%	%
Tata Retirement Savings Fund-Moderate Plan	0.15%	1.58%	3.43%	8.04%	23.74%	31.77%	14.21%	18.34%	12.38%	14.32%	%
Tata Retirement Savings Fund-Progressive Plan	0.25%	1.91%	3.97%	8.92%	27.47%	37.83%	15.27%	19.92%	13.37%	15.27%	%
UTI Retirement Benefit Pension Fund	0.06%	0.71%	2.34%	6.16%	13.03%	21.58%	13.02%	14.43%	9.76%	10.15%	5.79%
Axis Retirement Savings Fund - Aggressive Plan	0.00%	1.35%	3.47%	7.98%	20.58%	35.81%	10.40%	%	%	%	%
Axis Retirement Savings Fund - Dynamic Plan	0.00%	1.66%	4.17%	9.64%	23.87%	39.68%	12.73%	%	%	%	%
Axis Retirement Savings Fund - Conservative Plan	0.11%	1.12%	2.28%	5.05%	9.25%	19.41%	7.89%	%	%	%	%

As On: 17 September 2024

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y
Aditya Birla Sun Life Retirement Fund - The 30S Plan	0.39%	2.69%	4.85%	9.16%	25.68%	35.55%	15.74%	18.46%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 40S Plan	0.37%	2.18%	4.50%	7.36%	19.27%	27.94%	13.29%	15.84%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50S Plan	0.10%	0.96%	2.01%	4.24%	8.96%	13.96%	8.38%	7.83%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan	-0.01%	0.28%	0.66%	2.18%	4.03%	7.56%	4.96%	5.41%	%	%	%
Franklin India Pension Plan	0.10%	0.58%	1.68%	4.87%	11.01%	19.55%	10.74%	11.72%	9.42%	10.36%	%
HDFC Retirement Savings Fund - Equity Plan	0.07%	1.01%	3.65%	7.81%	21.21%	36.89%	23.16%	28.17%	19.63%	%	%
HDFC Retirement Savings Fund - Hybrid - Equity Plan	0.07%	0.73%	3.37%	6.30%	16.57%	27.96%	17.13%	20.99%	15.78%	%	%
HDFC Retirement Savings Fund - Hybrid - Debt Plan	0.03%	0.37%	1.51%	4.03%	8.68%	14.88%	10.07%	10.83%	9.10%	%	%
ICICI Prudential Retirement Fund - Pure Equity Plan	0.09%	1.55%	4.66%	4.98%	23.14%	49.17%	28.08%	27.90%	%	%	%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan	0.00%	1.24%	3.56%	4.26%	21.33%	42.31%	21.07%	22.34%	%	%	%
ICICI Prudential Retirement Fund - Hybrid Conservative Plan	0.01%	0.49%	1.76%	3.15%	8.06%	16.36%	10.14%	11.05%	%	%	%
ICICI Prudential Retirement Fund - Pure Debt Plan	-0.05%	0.25%	0.70%	2.44%	4.53%	8.04%	5.93%	7.32%	%	%	%
Nippon India Retirement Fund - Wealth Creation Scheme	0.27%	1.82%	3.26%	9.03%	24.74%	40.78%	20.62%	21.18%	13.61%	%	%
Nippon India Retirement Fund- Income Generation Scheme	0.07%	1.06%	1.74%	4.53%	8.70%	15.39%	8.96%	9.63%	8.22%	%	%
SBI Retirement Benefit Fund Aggressive Hybrid Plan	-0.01%	0.71%	2.79%	4.36%	18.56%	26.38%	17.96%	%	%	%	%
SBI Retirement Benefit Fund Aggressive Plan	0.00%	0.92%	3.28%	4.47%	20.92%	29.72%	20.32%	%	%	%	%
SBI Retirement Benefit Fund Conservative Hybrid Plan	-0.02%	0.61%	1.87%	3.46%	10.89%	16.80%	11.75%	%	%	%	%
SBI Retirement Benefit Fund Conservative Plan	-0.02%	0.57%	1.51%	3.22%	7.71%	12.83%	9.32%	%	%	%	%
Tata Retirement Savings Fund-Conservative Plan	0.04%	0.68%	1.52%	4.03%	10.71%	15.99%	8.56%	10.62%	8.65%	10.07%	%
Tata Retirement Savings Fund-Moderate Plan	0.15%	1.61%	3.55%	8.42%	24.61%	33.65%	15.86%	20.08%	13.98%	15.91%	%
Tata Retirement Savings Fund-Progressive Plan	0.25%	1.94%	4.09%	9.31%	28.41%	39.85%	17.02%	21.78%	15.10%	17.04%	%
UTI Retirement Benefit Pension Fund	0.06%	0.73%	2.39%	6.32%	13.40%	22.37%	13.78%	15.21%	10.46%	10.84%	%
Axis Retirement Savings Fund - Aggressive Plan	0.00%	1.35%	3.57%	8.33%	21.35%	37.56%	12.11%	%	%	%	%
Axis Retirement Savings Fund - Dynamic Plan	0.00%	1.67%	4.28%	9.97%	24.73%	41.55%	14.57%	%	%	%	%
Axis Retirement Savings Fund - Conservative Plan	0.12%	1.14%	2.40%	5.42%	10.01%	21.06%	9.59%	%	%	%	%

As On: 17 September 2024

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year
Aditya Birla Sun Life Retirement Fund - The 30S Plan	41.88%	24.48%	19.44%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 40S Plan	31.65%	19.90%	16.10%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50S Plan	-2.03%	8.59%	7.08%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan	-9.06%	3.36%	3.66%	%	%	%
Franklin India Pension Plan	20.27%	14.55%	12.27%	10.78%	9.70%	9.84%
HDFC Retirement Savings Fund - Equity Plan	39.68%	29.91%	29.49%	24.22%	%	%
HDFC Retirement Savings Fund - Hybrid - Equity Plan	29.88%	22.65%	21.33%	18.16%	%	%
HDFC Retirement Savings Fund - Hybrid - Debt Plan	-1.58%	9.88%	9.74%	8.31%	%	%
ICICI Prudential Retirement Fund - Pure Equity Plan	45.96%	34.04%	31.42%	%	%	%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan	40.74%	29.14%	24.69%	%	%	%
ICICI Prudential Retirement Fund - Hybrid Conservative Plan	-1.48%	11.07%	10.21%	%	%	%
ICICI Prudential Retirement Fund - Pure Debt Plan	-8.25%	4.49%	5.04%	%	%	%
Nippon India Retirement Fund - Wealth Creation Scheme	43.98%	29.88%	25.83%	19.52%	%	%
Nippon India Retirement Fund- Income Generation Scheme	-0.08%	9.95%	8.92%	7.65%	%	%
SBI Retirement Benefit Fund Aggressive Hybrid Plan	29.27%	21.52%	%	%	%	%
SBI Retirement Benefit Fund Aggressive Plan	33.11%	24.47%	%	%	%	%
SBI Retirement Benefit Fund Conservative Hybrid Plan	1.21%	12.61%	%	%	%	%
SBI Retirement Benefit Fund Conservative Plan	-2.68%	9.35%	%	%	%	%
Tata Retirement Savings Fund-Conservative Plan	-0.56%	9.71%	9.17%	7.84%	7.76%	%
Tata Retirement Savings Fund-Moderate Plan	37.77%	23.87%	20.17%	16.81%	15.11%	%
Tata Retirement Savings Fund-Progressive Plan	44.15%	27.13%	22.41%	18.47%	16.60%	%
UTI Retirement Benefit Pension Fund	24.80%	17.39%	16.11%	13.31%	11.52%	9.18%
Axis Retirement Savings Fund - Aggressive Plan	38.95%	21.72%	%	%	%	%
Axis Retirement Savings Fund - Dynamic Plan	44.90%	23.94%	%	%	%	%
Axis Retirement Savings Fund - Conservative Plan	3.40%	11.46%	%	%	%	%

As On: 17 September 2024

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year
Aditya Birla Sun Life Retirement Fund - The 30S Plan	43.80%	26.15%	21.14%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 40S Plan	33.49%	21.54%	17.74%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50S Plan	-0.71%	10.04%	8.51%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan	-7.99%	4.62%	4.97%	%	%	%
Franklin India Pension Plan	21.19%	15.41%	13.12%	11.61%	10.51%	%
HDFC Retirement Savings Fund - Equity Plan	41.26%	31.38%	31.03%	25.67%	%	%
HDFC Retirement Savings Fund - Hybrid - Equity Plan	31.41%	24.09%	22.80%	19.58%	%	%
HDFC Retirement Savings Fund - Hybrid - Debt Plan	-0.46%	11.17%	11.03%	9.56%	%	%
ICICI Prudential Retirement Fund - Pure Equity Plan	48.14%	35.85%	33.24%	%	%	%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan	42.89%	30.93%	26.46%	%	%	%
ICICI Prudential Retirement Fund - Hybrid Conservative Plan	-0.48%	12.22%	11.48%	%	%	%
ICICI Prudential Retirement Fund - Pure Debt Plan	-7.26%	5.54%	6.22%	%	%	%
Nippon India Retirement Fund - Wealth Creation Scheme	45.36%	31.10%	27.05%	20.63%	%	%
Nippon India Retirement Fund- Income Generation Scheme	0.96%	11.12%	10.14%	8.84%	%	%
SBI Retirement Benefit Fund Aggressive Hybrid Plan	30.65%	22.84%	%	%	%	%
SBI Retirement Benefit Fund Aggressive Plan	34.64%	25.96%	%	%	%	%
SBI Retirement Benefit Fund Conservative Hybrid Plan	1.74%	13.23%	%	%	%	%
SBI Retirement Benefit Fund Conservative Plan	-2.22%	9.88%	%	%	%	%
Tata Retirement Savings Fund-Conservative Plan	0.65%	11.02%	10.47%	9.11%	9.11%	%
Tata Retirement Savings Fund-Moderate Plan	39.70%	25.56%	21.85%	18.42%	16.67%	%
Tata Retirement Savings Fund-Progressive Plan	46.25%	28.94%	24.21%	20.19%	18.30%	%
UTI Retirement Benefit Pension Fund	25.61%	18.15%	16.88%	14.03%	12.21%	%
Axis Retirement Savings Fund - Aggressive Plan	40.76%	23.39%	%	%	%	%
Axis Retirement Savings Fund - Dynamic Plan	46.85%	25.75%	%	%	%	%
Axis Retirement Savings Fund - Conservative Plan	4.86%	13.12%	%	%	%	%

Retirement Mutual Funds