Retirement Funds
All 29 current Retirement Funds (Solution Oriented) with their latest NAV (up to 22 Oct 2026), returns and worst fall. Figures are for each fund's Direct Growth version, or the nearest equivalent. Funds are compared only within this category.
29open-ended funds
8.2%middle 3-year return (27 funds)
5.7% to 17.9%range of 3-year returns
Open-ended funds tap a column to sort
| Fund↕ | NAV (₹)↕ | 1 year↕ | 3 years↓ | 5 years↕ | 10 years↕ | Worst fall (5y)↕ |
|---|---|---|---|---|---|---|
| ICICI Prudential Retirement Fund Pure Equity PlanICICI Prudential Mutual Fund · since Feb 2019 | 36.62 | -1.7% | +17.9% | +16.9% | — | -16.9% |
| ICICI Prudential Retirement Fund Hybrid Aggressive PlanICICI Prudential Mutual Fund · since Feb 2019 | 29.18 | -1.9% | +15.5% | +13.1% | — | -14.7% |
| Aditya Birla Sun Life Retirement Fund-The 30s PlanAditya Birla Sun Life Mutual Fund · since Mar 2019 | 23.94 | +5.4% | +14.7% | +10.9% | — | -19.0% |
| Union Retirement FundUnion Mutual Fund · since Sep 2022 | 16.18 | -3.6% | +10.8% | — | — | -17.8% |
| Tata Retirement Savings Fund-Progressive PlanTata Mutual Fund · since Jan 2013 | 78.44 | -3.2% | +10.6% | +8.8% | +12.8% | -18.8% |
| Axis Retirement Fund - Dynamic PlanAxis Mutual Fund · since Dec 2019 | 20.65 | -6.3% | +10.3% | +7.0% | — | -17.1% |
| Tata Retirement Savings Fund-Moderate PlanTata Mutual Fund · since Jan 2013 | 76.66 | -2.4% | +10.3% | +8.9% | +12.0% | -15.2% |
| Axis Retirement Fund - Aggressive PlanAxis Mutual Fund · since Dec 2019 | 19.36 | -6.1% | +9.7% | +6.1% | — | -19.1% |
| Aditya Birla Sun Life Retirement Fund-The 40s PlanAditya Birla Sun Life Mutual Fund · since Mar 2019 | 20.46 | -4.5% | +9.7% | +8.0% | — | -14.6% |
| ICICI Prudential Retirement Fund Hybrid Conservative PlanICICI Prudential Mutual Fund · since Feb 2019 | 19.68 | +1.8% | +8.9% | +8.1% | — | -4.7% |
| Nippon India Retirement Fund- Wealth Creation SchemeNippon India Mutual Fund · since Feb 2015 | 30.28 | -8.8% | +8.9% | +8.8% | +10.4% | -18.5% |
| Bandhan Retirement FundBandhan Mutual Fund · since Oct 2023 | 12.68 | -4.2% | +8.4% | — | — | -9.8% |
| HDFC Retirement Fund - Equity PlanHDFC Mutual Fund · since Feb 2016 | 53.11 | -9.6% | +8.3% | +10.8% | +14.4% | -16.1% |
| UTI Retirement FundUTI Mutual Fund · since Jan 2013 | 53.43 | -1.5% | +8.2% | +8.0% | +8.7% | -6.3% |
| SBI Retirement Benefit Fund - Aggressive Hybrid PlanSBI Mutual Fund · since Feb 2021 | 19.63 | -4.0% | +7.8% | +9.2% | — | -14.5% |
| Aditya Birla Sun Life Retirement Fund-The 50s PlanAditya Birla Sun Life Mutual Fund · since Mar 2019 | 16.40 | +1.1% | +7.4% | +6.6% | — | -5.0% |
| SBI Retirement Benefit Fund - Aggressive PlanSBI Mutual Fund · since Feb 2021 | 20.27 | -6.6% | +6.9% | +9.1% | — | -17.9% |
| Tata Retirement Savings Fund-Conservative PlanTata Mutual Fund · since Jan 2013 | 37.73 | +0.2% | +6.9% | +6.0% | +7.8% | -6.0% |
| Franklin India Retirement FundFranklin Templeton Mutual Fund · since Jan 2013 | 234.82 | -3.6% | +6.8% | +6.4% | +7.5% | -7.4% |
| Axis Retirement Fund - Conservative PlanAxis Mutual Fund · since Dec 2019 | 17.04 | -3.8% | +6.6% | +5.4% | — | -8.5% |
| HDFC Retirement Fund - Hybrid-Equity PlanHDFC Mutual Fund · since Feb 2016 | 40.90 | -8.6% | +6.6% | +8.3% | +11.8% | -12.3% |
| Nippon India Retirement Fund- Income Generation SchemeNippon India Mutual Fund · since Feb 2015 | 22.75 | -2.3% | +6.3% | +5.8% | +6.8% | -7.4% |
| HDFC Retirement Fund - Hybrid-Debt PlanHDFC Mutual Fund · since Feb 2016 | 24.33 | -1.5% | +6.3% | +6.6% | +7.8% | -4.0% |
| ICICI Prudential Retirement Fund Pure Debt PlanICICI Prudential Mutual Fund · since Feb 2019 | 17.06 | +2.8% | +6.3% | +5.7% | — | -1.3% |
| SBI Retirement Benefit Fund - Conservative PlanSBI Mutual Fund · since Feb 2021 | 14.78 | +0.1% | +6.2% | +6.5% | — | -4.4% |
| SBI Retirement Benefit Fund - Conservative Hybrid PlanSBI Mutual Fund · since Feb 2021 | 15.89 | -1.8% | +6.1% | +6.9% | — | -6.9% |
| Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt PlanAditya Birla Sun Life Mutual Fund · since Mar 2019 | 14.85 | +2.4% | +5.7% | +4.9% | — | -2.3% |
| Baroda BNP Paribas Retirement FundBaroda BNP Paribas Mutual Fund · since May 2024 | 11.47 | -2.4% | — | — | — | -12.4% |
| PGIM India Retirement FundPGIM India Mutual Fund · since Apr 2024 | 11.97 | -4.9% | — | — | — | -16.5% |
Returns up to 1 year are simple %; 3, 5 and 10 years are yearly averages (compounded). "Worst fall" is the biggest drop from a peak in the last 5 years. A dash means the fund is too young for that period. Past returns do not indicate future returns.