Retirement Fund

As On: 18 October 2021

Please note: all returns are absolute/ period returns. All analysis is for growth option.

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

हिंदी में: रिटायरमेंट फंड

Table 1

Category Performance: Retirement Fund
d>
Regular Plan Return %
1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
Category Average
0.224
1.174
2.617
7.426
16.038
30.782
15.319
11.346
Best in Category
0.753
2.594
7.505
17.203
37.782
74.534
25.042
17.418
Worst in Category
-0.192
0.054
-0.275
1.010
2.144
2.516
9.598
6.557
Direct Plan Return %
Category Average
0.238
1.192
2.715
7.761
16.780
32.497
16.667
12.702
Best in Category
0.764
2.625
7.586
17.488
38.619
76.675
26.638
19.092
Worst in Category
-0.176
0.081
-0.167
1.346
2.876
3.925
10.846
7.934

Table 2

Category Performance Regular Plan
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 - 30s Plan
-0.06
14
1.11
9
2.88
8
6.85
9
16.52
8
34.77
8
Aditya Birla Sun Life Retirement Fund - 40s Plan
-0.03
13
0.94
10
2.25
10
5.72
10
13.43
10
28.03
10
Aditya Birla Sun Life Retirement Fund - 50s Plan
-0.02
12
0.12
16
-0.11
16
1.06
17
2.14
18
2.55
17
Aditya Birla Sun Life Retirement Fund - 50s Plus - Debt Plan
-0.07
15
0.06
17
-0.26
17
1.01
18
2.40
17
2.52
18
Franklin India Pension Plan
0.18
9
0.94
11
1.81
11
4.93
11
9.61
11
20.05
11
11.02
8
7.89
8
HDFC Retirement Savings Fund - Equity Plan
0.72
2
2.50
3
6.64
2
11.51
6
37.78
1
74.53
1
25.04
1
17.42
1
HDFC Retirement Savings Fund - Hybrid - Equity Plan
0.44
6
2.09
5
3.82
7
8.00
8
22.63
6
47.91
4
19.43
3
14.61
3
HDFC Retirement Savings Fund - Hybrid - Debt Plan
-0.19
18
0.18
15
0.41
13
2.00
15
6.26
13
13.08
13
9.60
10
7.62
9
ICICI Prudential Retirement Fund - Pure Equity Plan
0.50
4
1.51
7
4.54
5
14.74
3
31.08
3
64.89
2
ICICI Prudential Retirement Fund - Hybrid Conservative Plan
0.13
10
0.34
13
0.18
14
2.97
14
5.78
14
11.77
14
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan
0.46
5
1.34
8
2.44
9
11.66
5
20.85
7
45.62
6
ICICI Prudential Retirement Fund - Pure Debt Plan
-0.08
16
0.05
18
-0.28
18
1.22
16
2.43
16
4.02
16
Nippon India Retirement Fund- Income Generation Scheme
-0.12
17
0.29
14
-0.04
15
3.87
13
5.63
15
10.28
15
10.26
9
6.56
10
Nippon India Retirement Fund - Wealth Creation Scheme
0.75
1
2.56
2
7.50
1
17.20
1
33.34
2
63.47
3
15.26
5
11.64
5
Tata Retirement Savings Fund-Progressive Plan
0.57
3
2.59
1
5.10
3
15.02
2
28.60
4
45.71
5
21.42
2
16.04
2
Tata Retirement Savings Fund-Moderate Plan
0.38
7
2.13
4
4.58
4
13.01
4
24.65
5
39.25
7
18.79
4
14.28
4
Tata Retirement Savings Fund-Conservative Plan
0.10
11
0.78
12
1.37
12
4.84
12
9.02
12
13.97
12
11.03
7
8.41
7
UTI Retirement Benefit Pension Fund
0.36
8
1.59
6
4.28
6
8.06
7
16.52
9
31.63
9
11.34
6
9.00
6

Table 3

Category Performance Direct Plan
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 - 30s Plan
-0.04
14
1.14
9
3.01
8
7.28
9
17.47
8
37.00
8
Aditya Birla Sun Life Retirement Fund - 40s Plan
-0.01
13
0.97
10
2.37
10
6.11
10
14.33
10
30.09
10
Aditya Birla Sun Life Retirement Fund - 50s Plan
-0.01
12
0.14
16
-0.01
16
1.39
17
2.88
18
4.04
17
Aditya Birla Sun Life Retirement Fund - 50s Plus - Debt Plan
-0.06
15
0.09
17
-0.16
17
1.35
18
3.13
17
3.93
18
Franklin India Pension Plan
0.19
9
0.96
11
1.88
11
5.14
12
10.03
11
20.97
11
11.85
8
8.70
9
HDFC Retirement Savings Fund - Equity Plan
0.73
2
2.52
3
6.75
2
11.87
6
38.62
1
76.67
1
26.64
1
19.09
1
HDFC Retirement Savings Fund - Hybrid - Equity Plan
0.46
6
2.12
5
3.93
7
8.34
7
23.39
6
49.77
4
20.92
3
16.23
3
HDFC Retirement Savings Fund - Hybrid - Debt Plan
-0.18
18
0.21
15
0.52
13
2.31
15
6.90
13
14.42
13
10.85
10
9.05
8
ICICI Prudential Retirement Fund - Pure Equity Plan
0.48
5
1.44
7
4.59
5
15.02
3
31.85
3
66.83
2
ICICI Prudential Retirement Fund - Hybrid Conservative Plan
0.14
10
0.37
13
0.29
14
3.35
14
6.60
14
13.61
14
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan
0.51
4
1.34
8
2.52
9
12.02
5
21.66
7
47.76
6
ICICI Prudential Retirement Fund - Pure Debt Plan
-0.06
16
0.08
18
-0.17
18
1.59
16
3.22
16
5.73
16
Nippon India Retirement Fund- Income Generation Scheme
-0.11
17
0.31
14
0.05
15
4.16
13
6.24
15
11.83
15
11.56
9
7.93
10
Nippon India Retirement Fund - Wealth Creation Scheme
0.76
1
2.58
2
7.59
1
17.49
1
34.02
2
65.14
3
16.44
5
12.87
5
Principal Retirement Savings Fund - Moderate Plan
Principal Retirement Savings Fund - Progressive Plan
Principal Retirement Savings Fund - Conservative Plan
Tata Retirement Savings Fund-Progressive Plan
0.59
3
2.62
1
5.23
3
15.47
2
29.61
4
47.97
5
23.42
2
17.77
2
Tata Retirement Savings Fund-Moderate Plan
0.40
7
2.16
4
4.70
4
13.43
4
25.58
5
41.34
7
20.57
4
15.83
4
Tata Retirement Savings Fund-Conservative Plan
0.11
11
0.80
12
1.46
12
5.15
11
9.65
12
15.33
12
12.37
6
9.87
6
UTI Retirement Benefit Pension Fund
0.37
8
1.61
6
4.33
6
8.23
8
16.89
9
32.49
9
12.05
7
9.67
7


Please note: all returns are absolute/ period returns. All analysis is for growth option.

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

हिंदी में: रिटायरमेंट फंड
More Mutual Fund Analysis Article

The season of tax-saving has started, those who planned in advance are already investing in tax saving mutual funds. For those who are still waiting and have not identified funds, this article is for them.

Every investor who invests in mutual funds has one required rate of return or minimum return expectation from the mutual fund. One of the minimum rates is the interest rate on fixed deposits.  In this article, we will list down all the funds that are generating more than the interest rate on FD. Read full article for the list.