| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
20.32 | 27.22 | 23.71 | 20.05 | 15.52 | -16.62 | -21.07 | 8.83 | 1.02 | 0.48 | 1.01 | ||
| 2 | |
17.78 | 23.45 | 17.91 | 16.25 | 13.34 | -14.54 | -18.77 | 6.73 | 0.89 | 0.44 | 0.95 | ||
| 3 | |
12.08 | 18.95 | 13.65 | -17.23 | -20.30 | 2.02 | 0.90 | 0.27 | 0.60 | ||||
| 4 | |
9.95 | 12.47 | 9.48 | 9.88 | 4.52 | -3.17 | -5.76 | 2.69 | 0.30 | 0.44 | 1.01 | ||
| 5 | |
4.41 | 11.90 | 11.33 | 10.17 | 9.99 | 6.59 | -6.04 | -7.84 | 1.04 | 0.44 | 0.26 | 0.61 | |
| 6 | |
16.75 | 18.65 | 12.70 | 12.00 | 14.32 | -19.00 | -22.35 | 0.26 | 0.92 | 0.22 | 0.47 | ||
| 7 | |
8.36 | 15.62 | 10.82 | 10.69 | 11.16 | -11.13 | -16.21 | 0.37 | 0.72 | 0.22 | 0.48 | ||
| 8 | |
3.40 | 10.35 | 8.59 | 8.70 | 8.61 | 5.92 | -5.90 | -6.65 | -0.24 | 0.39 | 0.18 | 0.42 | |
| 9 | |
6.65 | 18.26 | 15.65 | 11.97 | 12.54 | 14.49 | -17.68 | -21.69 | 0.70 | 0.97 | 0.24 | 0.52 | |
| 10 | |
4.18 | 7.02 | 6.15 | 7.52 | 1.39 | -0.90 | -0.68 | -0.23 | 0.05 | 0.00 | -0.01 | ||
| 11 | |
6.14 | 9.52 | 7.09 | 7.16 | 4.14 | -3.59 | -3.89 | -0.38 | 0.27 | 0.14 | 0.35 | ||
| 12 | |
2.77 | 14.75 | 10.09 | 11.75 | -13.68 | -18.08 | -0.56 | 0.77 | 0.19 | 0.41 | |||
| 13 | |
7.06 | 15.89 | 12.85 | 12.66 | 13.55 | 12.45 | -14.24 | -20.88 | -0.63 | 0.81 | 0.19 | 0.41 | |
| 14 | |
3.70 | 16.15 | 18.15 | 17.30 | 17.20 | 13.19 | -15.17 | -17.36 | 0.10 | 0.89 | 0.22 | 0.48 | |
| 15 | |
3.76 | 6.12 | 5.32 | 5.58 | 1.27 | -0.76 | -0.37 | -1.18 | 0.05 | -0.23 | -0.70 | ||
| 16 | |
8.19 | 13.11 | 14.31 | 11.37 | -14.01 | -16.80 | -1.92 | 0.74 | 0.13 | 0.29 | |||
| 17 | |
3.58 | 13.17 | 13.18 | 13.34 | 14.40 | 10.57 | -11.95 | -12.17 | -1.24 | 0.71 | 0.16 | 0.36 | |
| 18 | |
2.77 | 15.05 | 11.37 | 12.85 | -15.54 | -18.83 | -1.06 | 0.85 | 0.17 | 0.38 | |||
| 19 | |
3.67 | 8.85 | 8.28 | 8.72 | 8.96 | 4.29 | -3.98 | -4.01 | -0.78 | 0.27 | 0.10 | 0.25 | |
| 20 | |
7.38 | 17.12 | 13.38 | 13.41 | 14.64 | 14.60 | -18.08 | -25.74 | -1.06 | 0.95 | 0.18 | 0.39 | |
| 21 | |
2.29 | 10.42 | 8.06 | 6.81 | -6.75 | -9.73 | -0.85 | 0.42 | 0.13 | 0.31 | |||
| 22 | |
4.71 | 9.22 | 7.56 | 8.21 | 8.87 | 5.00 | -4.81 | -6.52 | -1.27 | 0.33 | 0.09 | 0.20 | |
| 23 | |
2.54 | 7.83 | 7.59 | 4.49 | -4.33 | -4.58 | -1.24 | 0.27 | 0.06 | 0.13 | |||
| 24 | |
3.20 | 9.08 | 9.34 | 6.55 | -6.60 | -8.48 | -1.68 | 0.42 | 0.09 | 0.19 | |||
| 25 | |
1.10 | 8.32 | 7.10 | 7.86 | 7.98 | 5.13 | -5.45 | -5.47 | -1.40 | 0.28 | 0.05 | 0.11 | |
| 26 | |
5.75 | 13.03 | 15.15 | 13.91 | -17.20 | -21.17 | -3.84 | 0.91 | 0.10 | 0.20 |
Return Calculated On: 16 April 2026 | Ratios Calculated On: 30 March 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: 16 April 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund - The 30s Plan |
0.55
|
3.77
|
9.01
|
0.31
|
0.54
|
15.27
|
17.10
|
11.13
|
10.32
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 40s Plan |
0.07
|
2.38
|
4.08
|
-1.72
|
-2.66
|
6.89
|
14.03
|
9.26
|
9.06
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plan |
-0.02
|
0.90
|
1.03
|
0.08
|
0.22
|
4.71
|
8.08
|
5.67
|
5.70
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan |
0.00
|
0.31
|
-0.08
|
0.46
|
0.72
|
2.69
|
4.92
|
4.05
|
4.25
|
|
|
| Baroda BNP Paribas Retirement Fund |
0.32
|
2.31
|
4.50
|
-2.21
|
-2.16
|
6.66
|
|
|
|
|
|
| Franklin India Retirement Fund |
0.00
|
1.00
|
1.71
|
-1.35
|
-2.18
|
2.60
|
9.50
|
7.76
|
7.87
|
7.78
|
9.11
|
| Hdfc Retirement Savings Fund - Equity Plan |
0.06
|
2.20
|
3.88
|
-4.81
|
-5.41
|
2.64
|
14.92
|
16.81
|
15.93
|
15.69
|
|
| Hdfc Retirement Savings Fund - Hybrid - Equity Plan |
0.07
|
1.90
|
3.01
|
-4.24
|
-4.59
|
2.42
|
11.88
|
11.84
|
11.98
|
12.90
|
|
| Hdfc Retirement Savings Fund - Hybrid - Debt Plan |
0.05
|
0.91
|
0.74
|
-0.92
|
-0.68
|
2.55
|
7.65
|
7.03
|
7.49
|
7.60
|
|
| Icici Prudential Retirement Fund - Pure Equity Plan |
0.24
|
3.20
|
6.28
|
0.15
|
0.53
|
18.74
|
25.51
|
22.03
|
18.27
|
|
|
| Icici Prudential Retirement Fund - Hybrid Aggressive Plan |
0.26
|
2.63
|
5.62
|
-0.92
|
0.11
|
16.16
|
21.72
|
16.24
|
14.49
|
|
|
| Icici Prudential Retirement Fund - Hybrid Conservative Plan |
0.04
|
0.78
|
1.54
|
-0.18
|
1.37
|
8.61
|
11.21
|
8.24
|
8.45
|
|
|
| Icici Prudential Retirement Fund - Pure Debt Plan |
0.01
|
0.38
|
0.33
|
0.88
|
1.07
|
3.22
|
6.01
|
5.08
|
6.20
|
|
|
| Bandhan Retirement Fund |
0.15
|
1.72
|
2.90
|
-2.39
|
-2.85
|
3.78
|
|
|
|
|
|
| Nippon India Retirement Fund - Wealth Creation Scheme |
0.47
|
3.58
|
5.81
|
-1.62
|
-3.56
|
5.64
|
17.13
|
14.52
|
10.87
|
11.34
|
|
| Nippon India Retirement Fund- Income Generation Scheme |
0.11
|
1.07
|
0.45
|
-0.95
|
-2.10
|
-0.01
|
7.16
|
5.93
|
6.66
|
6.69
|
|
| SBI Retirement Benefit Fund Aggressive Hybrid Plan |
0.14
|
2.62
|
4.49
|
-2.30
|
-2.86
|
7.10
|
11.93
|
13.02
|
|
|
|
| SBI Retirement Benefit Fund Aggressive Plan |
0.18
|
3.15
|
5.48
|
-3.48
|
-4.92
|
4.66
|
11.77
|
13.73
|
|
|
|
| SBI Retirement Benefit Fund Conservative Hybrid Plan |
0.06
|
1.53
|
2.22
|
-1.10
|
-1.88
|
2.68
|
8.53
|
8.71
|
|
|
|
| SBI Retirement Benefit Fund Conservative Plan |
0.02
|
1.08
|
1.19
|
-0.39
|
-1.17
|
2.07
|
7.33
|
7.07
|
|
|
|
| Tata Retirement Savings Fund-Conservative Plan |
0.22
|
1.33
|
1.82
|
-0.24
|
-0.71
|
3.48
|
7.94
|
6.30
|
6.94
|
7.49
|
|
| Tata Retirement Savings Fund-Moderate Plan |
0.56
|
3.31
|
5.92
|
-1.55
|
-3.10
|
5.59
|
14.28
|
11.26
|
11.04
|
11.99
|
|
| Tata Retirement Savings Fund-Progressive Plan |
0.67
|
3.82
|
6.99
|
-1.68
|
-3.54
|
5.83
|
15.43
|
11.69
|
11.69
|
12.95
|
|
| Union Retirement Fund |
0.25
|
2.73
|
5.76
|
-0.94
|
-1.25
|
10.57
|
17.35
|
|
|
|
|
| UTI Retirement Fund |
0.07
|
1.27
|
1.57
|
-1.31
|
-0.33
|
3.81
|
11.21
|
10.61
|
9.45
|
9.30
|
6.39
|
| PGIM India Retirement Fund |
0.35
|
2.90
|
5.58
|
-2.49
|
-7.65
|
2.25
|
|
|
|
|
|
| Axis Retirement Fund - Aggressive Plan |
0.11
|
2.12
|
3.30
|
-3.36
|
-4.80
|
1.54
|
13.29
|
8.49
|
|
|
|
| Axis Retirement Fund - Dynamic Plan |
0.16
|
2.34
|
4.09
|
-3.68
|
-5.66
|
1.51
|
13.53
|
9.69
|
|
|
|
| Axis Retirement Fund - Conservative Plan |
-0.14
|
0.99
|
0.35
|
-2.23
|
-1.81
|
1.22
|
9.00
|
6.50
|
|
|
|
| Nifty 500 Total Return Index |
0.27
|
2.81
|
5.41
|
-3.42
|
-3.59
|
6.86
|
16.09
|
14.14
|
13.92
|
14.32
|
12.44
|
As On: 16 April 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund - The 30s Plan |
0.56
|
3.80
|
9.13
|
0.62
|
1.20
|
16.75
|
18.65
|
12.70
|
12.00
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 40s Plan |
0.08
|
2.41
|
4.20
|
-1.40
|
-2.00
|
8.36
|
15.62
|
10.82
|
10.69
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plan |
-0.02
|
0.92
|
1.14
|
0.41
|
0.88
|
6.14
|
9.52
|
7.09
|
7.16
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan |
0.01
|
0.33
|
0.02
|
0.76
|
1.34
|
3.76
|
6.12
|
5.32
|
5.58
|
|
|
| Baroda BNP Paribas Retirement Fund |
0.32
|
2.34
|
4.63
|
-1.87
|
-1.49
|
8.16
|
|
|
|
|
|
| Franklin India Retirement Fund |
0.00
|
1.01
|
1.77
|
-1.17
|
-1.80
|
3.40
|
10.35
|
8.59
|
8.70
|
8.61
|
|
| Hdfc Retirement Savings Fund - Equity Plan |
0.06
|
2.22
|
3.97
|
-4.57
|
-4.92
|
3.70
|
16.15
|
18.15
|
17.30
|
17.20
|
|
| Hdfc Retirement Savings Fund - Hybrid - Equity Plan |
0.07
|
1.92
|
3.11
|
-3.98
|
-4.05
|
3.58
|
13.17
|
13.18
|
13.34
|
14.40
|
|
| Hdfc Retirement Savings Fund - Hybrid - Debt Plan |
0.06
|
0.93
|
0.83
|
-0.67
|
-0.16
|
3.67
|
8.85
|
8.28
|
8.72
|
8.96
|
|
| Icici Prudential Retirement Fund - Pure Equity Plan |
0.21
|
3.23
|
6.38
|
0.45
|
1.21
|
20.32
|
27.22
|
23.71
|
20.05
|
|
|
| Icici Prudential Retirement Fund - Hybrid Aggressive Plan |
0.27
|
2.67
|
5.74
|
-0.56
|
0.81
|
17.78
|
23.45
|
17.91
|
16.25
|
|
|
| Icici Prudential Retirement Fund - Hybrid Conservative Plan |
0.05
|
0.80
|
1.65
|
0.12
|
1.98
|
9.95
|
12.47
|
9.48
|
9.88
|
|
|
| Icici Prudential Retirement Fund - Pure Debt Plan |
0.02
|
0.40
|
0.41
|
1.11
|
1.54
|
4.18
|
7.02
|
6.15
|
7.52
|
|
|
| Bandhan Retirement Fund |
0.15
|
1.74
|
3.03
|
-2.00
|
-2.05
|
5.49
|
|
|
|
|
|
| Nippon India Retirement Fund - Wealth Creation Scheme |
0.48
|
3.59
|
5.90
|
-1.39
|
-3.10
|
6.65
|
18.26
|
15.65
|
11.97
|
12.54
|
|
| Nippon India Retirement Fund- Income Generation Scheme |
0.12
|
1.09
|
0.55
|
-0.68
|
-1.56
|
1.10
|
8.32
|
7.10
|
7.86
|
7.98
|
|
| SBI Retirement Benefit Fund Aggressive Hybrid Plan |
0.15
|
2.64
|
4.58
|
-2.05
|
-2.37
|
8.19
|
13.11
|
14.31
|
|
|
|
| SBI Retirement Benefit Fund Aggressive Plan |
0.18
|
3.17
|
5.57
|
-3.23
|
-4.43
|
5.75
|
13.03
|
15.15
|
|
|
|
| SBI Retirement Benefit Fund Conservative Hybrid Plan |
0.06
|
1.54
|
2.26
|
-0.98
|
-1.64
|
3.20
|
9.08
|
9.34
|
|
|
|
| SBI Retirement Benefit Fund Conservative Plan |
0.02
|
1.09
|
1.23
|
-0.28
|
-0.94
|
2.54
|
7.83
|
7.59
|
|
|
|
| Tata Retirement Savings Fund-Conservative Plan |
0.22
|
1.36
|
1.92
|
0.04
|
-0.12
|
4.71
|
9.22
|
7.56
|
8.21
|
8.87
|
|
| Tata Retirement Savings Fund-Moderate Plan |
0.56
|
3.33
|
6.04
|
-1.22
|
-2.44
|
7.06
|
15.89
|
12.85
|
12.66
|
13.55
|
|
| Tata Retirement Savings Fund-Progressive Plan |
0.67
|
3.85
|
7.12
|
-1.34
|
-2.85
|
7.38
|
17.12
|
13.38
|
13.41
|
14.64
|
|
| Union Retirement Fund |
0.24
|
2.72
|
5.86
|
-0.60
|
-0.60
|
12.08
|
18.95
|
|
|
|
|
| UTI Retirement Fund |
0.07
|
1.28
|
1.62
|
-1.17
|
-0.05
|
4.41
|
11.90
|
11.33
|
10.17
|
9.99
|
|
| PGIM India Retirement Fund |
0.43
|
2.99
|
5.77
|
-2.09
|
-6.90
|
3.90
|
|
|
|
|
|
| Axis Retirement Fund - Aggressive Plan |
0.10
|
2.19
|
3.42
|
-3.06
|
-4.20
|
2.77
|
14.75
|
10.09
|
|
|
|
| Axis Retirement Fund - Dynamic Plan |
0.19
|
2.36
|
4.21
|
-3.35
|
-5.07
|
2.77
|
15.05
|
11.37
|
|
|
|
| Axis Retirement Fund - Conservative Plan |
-0.14
|
1.01
|
0.42
|
-2.01
|
-1.35
|
2.29
|
10.42
|
8.06
|
|
|
|
| Nifty 500 Total Return Index |
0.27
|
2.81
|
5.41
|
-3.42
|
-3.59
|
6.86
|
16.09
|
14.14
|
13.92
|
14.32
|
12.44
|
As On: 16 April 2026
As On: 16 April 2026
Performance Indicators
Calculated On: 30 March 2026
Calculated On: 30 March 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 |
0.47
|
0.22
|
0.44
|
0.41
|
0.26
|
0.92 |
0.92
|
|
0.99
|
-0.6300
|
| Aditya Birla Sun Life Retirement Fund - The 40s Plan |
0.48
|
0.22
|
0.54
|
0.42
|
0.37
|
0.72 |
0.90
|
|
-0.52
|
-1.2100
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plan |
0.35
|
0.14
|
0.54
|
0.45
|
-0.38
|
0.27 |
0.88
|
|
-12.25
|
-2.3400
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan |
-0.70
|
-0.23
|
0.45
|
0.46
|
-1.18
|
0.05 |
0.34
|
|
-55.20
|
-3.9300
|
| Franklin India Retirement Fund |
0.42
|
0.18
|
0.53
|
0.44
|
-0.24
|
0.39 |
0.94
|
|
-6.64
|
-3.2600
|
| Hdfc Retirement Savings Fund - Equity Plan |
0.48
|
0.22
|
0.50
|
0.43
|
0.10
|
0.89 |
0.97
|
|
0.54
|
-0.4200
|
| Hdfc Retirement Savings Fund - Hybrid - Equity Plan |
0.36
|
0.16
|
0.45
|
0.44
|
-1.24
|
0.71 |
0.96
|
|
-1.04
|
-2.4900
|
| Hdfc Retirement Savings Fund - Hybrid - Debt Plan |
0.25
|
0.10
|
0.50
|
0.46
|
-0.78
|
0.27 |
0.89
|
|
-11.74
|
-4.0600
|
| Icici Prudential Retirement Fund - Pure Equity Plan |
1.01
|
0.48
|
0.84
|
0.41
|
8.83
|
1.02 |
0.92
|
|
2.00
|
8.9100
|
| Icici Prudential Retirement Fund - Hybrid Aggressive Plan |
0.95
|
0.44
|
0.78
|
0.41
|
6.73
|
0.89 |
0.93
|
|
1.13
|
6.2400
|
| Icici Prudential Retirement Fund - Hybrid Conservative Plan |
1.01
|
0.44
|
0.81
|
0.44
|
2.69
|
0.30 |
0.93
|
|
-9.92
|
-1.0500
|
| Icici Prudential Retirement Fund - Pure Debt Plan |
-0.01
|
0.00
|
0.53
|
0.48
|
-0.23
|
0.05 |
0.27
|
|
-49.09
|
-5.4700
|
| Nippon India Retirement Fund - Wealth Creation Scheme |
0.52
|
0.24
|
0.49
|
0.42
|
0.70
|
0.97 |
0.95
|
|
1.10
|
0.6300
|
| Nippon India Retirement Fund- Income Generation Scheme |
0.11
|
0.05
|
0.41
|
0.44
|
-1.40
|
0.28 |
0.66
|
|
-9.01
|
-5.4300
|
| Sbi Retirement Benefit Fund Aggressive Hybrid Plan |
0.29
|
0.13
|
0.39
|
0.44
|
-1.92
|
0.74 |
0.94
|
|
-0.61
|
-3.1500
|
| Sbi Retirement Benefit Fund Aggressive Plan |
0.20
|
0.10
|
0.32
|
0.43
|
-3.84
|
0.91 |
0.95
|
|
0.51
|
-5.0600
|
| Sbi Retirement Benefit Fund Conservative Hybrid Plan |
0.19
|
0.09
|
0.43
|
0.45
|
-1.68
|
0.42 |
0.91
|
|
-5.67
|
-3.4700
|
| Sbi Retirement Benefit Fund Conservative Plan |
0.13
|
0.06
|
0.45
|
0.47
|
-1.24
|
0.27 |
0.78
|
|
-11.07
|
-3.2400
|
| Tata Retirement Savings Fund-Conservative Plan |
0.20
|
0.09
|
0.46
|
0.41
|
-1.27
|
0.33 |
0.91
|
|
-9.27
|
-4.8200
|
| Tata Retirement Savings Fund-Moderate Plan |
0.41
|
0.19
|
0.46
|
0.40
|
-0.63
|
0.81 |
0.90
|
|
0.11
|
-1.6400
|
| Tata Retirement Savings Fund-Progressive Plan |
0.39
|
0.18
|
0.42
|
0.39
|
-1.06
|
0.95 |
0.89
|
|
1.00
|
-1.2200
|
| Union Retirement Fund |
0.60
|
0.27
|
0.53
|
0.42
|
2.02
|
0.90 |
0.95
|
|
0.88
|
1.1100
|
| Uti Retirement Fund |
0.61
|
0.26
|
0.63
|
0.43
|
1.04
|
0.44 |
0.95
|
|
-5.10
|
-1.9000
|
| Axis Retirement Fund - Aggressive Plan |
0.41
|
0.19
|
0.46
|
0.43
|
-0.56
|
0.77 |
0.96
|
|
-0.25
|
-3.0400
|
| Axis Retirement Fund - Dynamic Plan |
0.38
|
0.17
|
0.43
|
0.42
|
-1.06
|
0.85 |
0.95
|
|
0.28
|
-3.4700
|
| Axis Retirement Fund - Conservative Plan |
0.31
|
0.13
|
0.48
|
0.43
|
-0.85
|
0.42 |
0.85
|
|
-5.09
|
-3.7300
|