| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
14.32 | 26.32 | 22.61 | 19.48 | 14.15 | -16.62 | -12.57 | 7.29 | 1.08 | 0.71 | 1.38 | ||
| 2 | |
12.03 | 22.64 | 17.18 | 15.79 | 11.98 | -14.54 | -12.29 | 5.91 | 0.92 | 0.69 | 1.37 | ||
| 3 | |
5.84 | 18.57 | 12.06 | -17.23 | -16.39 | 1.14 | 0.91 | 0.46 | 0.96 | ||||
| 4 | |
8.55 | 12.45 | 9.25 | 9.69 | 3.86 | -3.17 | -2.66 | 2.80 | 0.29 | 0.80 | 1.55 | ||
| 5 | |
3.65 | 14.98 | 10.10 | 10.40 | 9.74 | -11.13 | -13.65 | 0.28 | 0.71 | 0.43 | 0.87 | ||
| 6 | |
7.68 | 16.77 | 11.21 | 11.26 | 12.84 | -19.00 | -18.01 | -0.70 | 0.95 | 0.39 | 0.80 | ||
| 7 | |
0.51 | 17.76 | 14.80 | 11.70 | 12.21 | 12.66 | -17.68 | -20.07 | 0.42 | 0.97 | 0.45 | 0.92 | |
| 8 | |
-0.83 | 16.02 | 17.72 | 17.01 | 17.13 | 11.00 | -15.17 | -13.66 | 1.01 | 0.86 | 0.50 | 0.99 | |
| 9 | |
3.14 | 11.84 | 11.14 | 10.02 | 9.99 | 5.54 | -5.79 | -5.84 | 1.31 | 0.43 | 0.55 | 1.11 | |
| 10 | |
1.96 | 12.37 | 14.07 | 9.55 | -14.01 | -10.45 | -1.32 | 0.70 | 0.34 | 0.72 | |||
| 11 | |
5.49 | 9.43 | 6.84 | 6.96 | 3.32 | -2.95 | -3.69 | 0.18 | 0.24 | 0.42 | 0.88 | ||
| 12 | |
-0.46 | 12.92 | 12.74 | 13.17 | 14.36 | 8.62 | -11.55 | -9.52 | -0.18 | 0.66 | 0.43 | 0.87 | |
| 13 | |
-1.28 | 14.80 | 10.52 | 11.12 | -15.54 | -15.54 | -0.90 | 0.84 | 0.37 | 0.80 | |||
| 14 | |
-0.37 | 14.60 | 9.51 | 10.27 | -13.68 | -11.21 | -0.93 | 0.77 | 0.38 | 0.78 | |||
| 15 | |
3.25 | 8.83 | 8.16 | 8.56 | 9.00 | 3.44 | -3.01 | -3.02 | -0.08 | 0.25 | 0.37 | 0.78 | |
| 16 | |
2.22 | 10.12 | 8.40 | 8.60 | 8.65 | 5.06 | -4.80 | -5.76 | -0.02 | 0.39 | 0.42 | 0.86 | |
| 17 | |
1.86 | 14.91 | 11.77 | 12.08 | 13.27 | 11.21 | -14.24 | -14.04 | -1.76 | 0.84 | 0.34 | 0.72 | |
| 18 | |
-1.56 | 12.36 | 14.91 | 11.87 | -17.20 | -15.30 | -3.49 | 0.88 | 0.28 | 0.58 | |||
| 19 | |
2.36 | 10.55 | 8.03 | 5.88 | -6.75 | -6.20 | -0.79 | 0.41 | 0.31 | 0.67 | |||
| 20 | |
0.92 | 15.94 | 12.11 | 12.73 | 14.30 | 13.30 | -18.08 | -17.70 | -2.78 | 1.00 | 0.31 | 0.67 | |
| 21 | |
0.82 | 8.79 | 9.13 | 5.34 | -6.16 | -6.13 | -0.90 | 0.38 | 0.30 | 0.66 | |||
| 22 | |
1.65 | 7.64 | 7.39 | 3.48 | -2.39 | -4.05 | -0.09 | 0.22 | 0.32 | 0.68 | |||
| 23 | |
4.77 | 6.95 | 6.09 | 7.45 | 1.13 | -0.49 | -0.18 | 0.45 | 0.03 | 0.23 | 0.52 | ||
| 24 | |
4.40 | 6.17 | 5.30 | 5.53 | 1.10 | -0.42 | 0.00 | -0.59 | 0.04 | -0.09 | -0.25 | ||
| 25 | |
3.64 | 8.97 | 7.18 | 7.99 | 8.86 | 4.30 | -4.81 | -4.67 | -1.20 | 0.32 | 0.26 | 0.58 | |
| 26 | |
1.41 | 8.40 | 6.93 | 7.80 | 8.04 | 4.28 | -2.77 | -4.53 | -0.53 | 0.25 | 0.25 | 0.53 |
Return Calculated On: 25 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: 25 March 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund - The 30s Plan |
2.39
|
-1.39
|
-7.17
|
-8.02
|
-4.92
|
6.31
|
15.25
|
9.66
|
9.58
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 40s Plan |
1.37
|
-1.45
|
-6.11
|
-5.92
|
-3.92
|
2.24
|
13.39
|
8.54
|
8.78
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plan |
0.38
|
-0.81
|
-2.62
|
-1.40
|
-0.20
|
4.07
|
7.99
|
5.42
|
5.50
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan |
-0.07
|
-0.48
|
-0.56
|
0.04
|
0.76
|
3.32
|
4.97
|
4.04
|
4.21
|
|
|
| Baroda BNP Paribas Retirement Fund |
1.50
|
-1.65
|
-6.33
|
-7.42
|
-3.81
|
2.83
|
|
|
|
|
|
| Franklin India Retirement Fund |
0.64
|
-0.93
|
-3.45
|
-4.03
|
-2.88
|
1.42
|
9.28
|
7.56
|
7.77
|
7.83
|
9.05
|
| Hdfc Retirement Savings Fund - Equity Plan |
1.59
|
-1.91
|
-8.63
|
-9.72
|
-7.96
|
-1.83
|
14.79
|
16.38
|
15.64
|
15.62
|
|
| Hdfc Retirement Savings Fund - Hybrid - Equity Plan |
1.28
|
-1.71
|
-7.38
|
-8.60
|
-6.76
|
-1.58
|
11.63
|
11.40
|
11.81
|
12.86
|
|
| Hdfc Retirement Savings Fund - Hybrid - Debt Plan |
0.39
|
-0.94
|
-2.72
|
-2.69
|
-1.16
|
2.14
|
7.63
|
6.91
|
7.34
|
7.63
|
|
| Icici Prudential Retirement Fund - Pure Equity Plan |
1.92
|
-1.84
|
-6.39
|
-5.95
|
-2.44
|
12.83
|
24.62
|
20.94
|
17.69
|
|
|
| Icici Prudential Retirement Fund - Hybrid Aggressive Plan |
1.67
|
-1.39
|
-5.99
|
-6.03
|
-2.55
|
10.46
|
20.91
|
15.53
|
14.02
|
|
|
| Icici Prudential Retirement Fund - Hybrid Conservative Plan |
0.45
|
-0.67
|
-2.52
|
-1.43
|
0.81
|
7.21
|
11.18
|
8.00
|
8.25
|
|
|
| Icici Prudential Retirement Fund - Pure Debt Plan |
0.02
|
-0.48
|
-0.60
|
-0.07
|
0.85
|
3.81
|
5.94
|
5.01
|
6.12
|
|
|
| Bandhan Retirement Fund |
0.78
|
-1.45
|
-5.50
|
-6.61
|
-4.64
|
1.15
|
|
|
|
|
|
| Nippon India Retirement Fund - Wealth Creation Scheme |
1.87
|
-1.91
|
-7.65
|
-7.43
|
-7.59
|
-0.44
|
16.64
|
13.67
|
10.60
|
11.00
|
|
| Nippon India Retirement Fund- Income Generation Scheme |
0.46
|
-1.09
|
-2.55
|
-2.47
|
-2.21
|
0.30
|
7.24
|
5.76
|
6.60
|
6.74
|
|
| SBI Retirement Benefit Fund Aggressive Hybrid Plan |
1.77
|
-1.91
|
-7.45
|
-8.02
|
-5.83
|
0.93
|
11.20
|
12.77
|
|
|
|
| SBI Retirement Benefit Fund Aggressive Plan |
1.99
|
-2.00
|
-8.56
|
-10.09
|
-8.48
|
-2.58
|
11.11
|
13.49
|
|
|
|
| SBI Retirement Benefit Fund Conservative Hybrid Plan |
0.78
|
-1.22
|
-4.14
|
-4.42
|
-3.30
|
0.31
|
8.23
|
8.49
|
|
|
|
| SBI Retirement Benefit Fund Conservative Plan |
0.40
|
-1.13
|
-2.91
|
-2.76
|
-1.89
|
1.18
|
7.14
|
6.87
|
|
|
|
| Tata Retirement Savings Fund-Conservative Plan |
0.43
|
-1.01
|
-2.52
|
-3.11
|
-2.01
|
2.42
|
7.70
|
5.92
|
6.72
|
7.48
|
|
| Tata Retirement Savings Fund-Moderate Plan |
1.46
|
-1.83
|
-5.84
|
-8.50
|
-6.72
|
0.46
|
13.31
|
10.19
|
10.47
|
11.72
|
|
| Tata Retirement Savings Fund-Progressive Plan |
1.71
|
-2.06
|
-6.48
|
-9.61
|
-7.83
|
-0.54
|
14.26
|
10.44
|
11.02
|
12.61
|
|
| Union Retirement Fund |
2.25
|
-1.64
|
-7.46
|
-6.77
|
-4.34
|
4.46
|
16.98
|
|
|
|
|
| UTI Retirement Fund |
0.61
|
-1.29
|
-3.72
|
-4.07
|
-1.52
|
2.54
|
11.14
|
10.42
|
9.31
|
9.30
|
6.37
|
| PGIM India Retirement Fund |
1.60
|
-1.91
|
-6.99
|
-9.26
|
-10.47
|
-2.18
|
|
|
|
|
|
| Axis Retirement Fund - Aggressive Plan |
1.47
|
-1.54
|
-6.09
|
-7.70
|
-6.20
|
-1.65
|
13.10
|
7.92
|
|
|
|
| Axis Retirement Fund - Dynamic Plan |
1.63
|
-1.52
|
-6.98
|
-8.76
|
-7.65
|
-2.42
|
13.30
|
8.86
|
|
|
|
| Axis Retirement Fund - Conservative Plan |
0.50
|
-1.10
|
-3.54
|
-3.92
|
-1.61
|
1.27
|
9.11
|
6.46
|
|
|
|
| Nifty 500 Total Return Index |
1.95
|
-2.00
|
-8.21
|
-9.56
|
-6.47
|
1.14
|
15.72
|
13.49
|
13.68
|
14.08
|
12.23
|
As On: 25 March 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund - The 30s Plan |
2.39
|
-1.37
|
-7.09
|
-7.71
|
-4.31
|
7.68
|
16.77
|
11.21
|
11.26
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 40s Plan |
1.38
|
-1.42
|
-6.01
|
-5.60
|
-3.26
|
3.65
|
14.98
|
10.10
|
10.40
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plan |
0.39
|
-0.79
|
-2.52
|
-1.08
|
0.46
|
5.49
|
9.43
|
6.84
|
6.96
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan |
-0.07
|
-0.45
|
-0.46
|
0.34
|
1.38
|
4.40
|
6.17
|
5.30
|
5.53
|
|
|
| Baroda BNP Paribas Retirement Fund |
1.51
|
-1.63
|
-6.23
|
-7.11
|
-3.16
|
4.30
|
|
|
|
|
|
| Franklin India Retirement Fund |
0.64
|
-0.92
|
-3.39
|
-3.85
|
-2.50
|
2.22
|
10.12
|
8.40
|
8.60
|
8.65
|
|
| Hdfc Retirement Savings Fund - Equity Plan |
1.60
|
-1.89
|
-8.56
|
-9.50
|
-7.48
|
-0.83
|
16.02
|
17.72
|
17.01
|
17.13
|
|
| Hdfc Retirement Savings Fund - Hybrid - Equity Plan |
1.29
|
-1.69
|
-7.29
|
-8.35
|
-6.24
|
-0.46
|
12.92
|
12.74
|
13.17
|
14.36
|
|
| Hdfc Retirement Savings Fund - Hybrid - Debt Plan |
0.39
|
-0.92
|
-2.65
|
-2.44
|
-0.64
|
3.25
|
8.83
|
8.16
|
8.56
|
9.00
|
|
| Icici Prudential Retirement Fund - Pure Equity Plan |
1.92
|
-1.82
|
-6.30
|
-5.63
|
-1.80
|
14.32
|
26.32
|
22.61
|
19.48
|
|
|
| Icici Prudential Retirement Fund - Hybrid Aggressive Plan |
1.68
|
-1.38
|
-5.88
|
-5.72
|
-1.89
|
12.03
|
22.64
|
17.18
|
15.79
|
|
|
| Icici Prudential Retirement Fund - Hybrid Conservative Plan |
0.46
|
-0.64
|
-2.43
|
-1.14
|
1.41
|
8.55
|
12.45
|
9.25
|
9.69
|
|
|
| Icici Prudential Retirement Fund - Pure Debt Plan |
0.02
|
-0.46
|
-0.53
|
0.16
|
1.31
|
4.77
|
6.95
|
6.09
|
7.45
|
|
|
| Bandhan Retirement Fund |
0.78
|
-1.43
|
-5.39
|
-6.24
|
-3.86
|
2.83
|
|
|
|
|
|
| Nippon India Retirement Fund - Wealth Creation Scheme |
1.87
|
-1.89
|
-7.58
|
-7.21
|
-7.15
|
0.51
|
17.76
|
14.80
|
11.70
|
12.21
|
|
| Nippon India Retirement Fund- Income Generation Scheme |
0.46
|
-1.07
|
-2.46
|
-2.21
|
-1.68
|
1.41
|
8.40
|
6.93
|
7.80
|
8.04
|
|
| SBI Retirement Benefit Fund Aggressive Hybrid Plan |
1.77
|
-1.89
|
-7.38
|
-7.79
|
-5.35
|
1.96
|
12.37
|
14.07
|
|
|
|
| SBI Retirement Benefit Fund Aggressive Plan |
1.99
|
-1.98
|
-8.49
|
-9.86
|
-8.01
|
-1.56
|
12.36
|
14.91
|
|
|
|
| SBI Retirement Benefit Fund Conservative Hybrid Plan |
0.78
|
-1.21
|
-4.10
|
-4.30
|
-3.06
|
0.82
|
8.79
|
9.13
|
|
|
|
| SBI Retirement Benefit Fund Conservative Plan |
0.40
|
-1.12
|
-2.88
|
-2.65
|
-1.66
|
1.65
|
7.64
|
7.39
|
|
|
|
| Tata Retirement Savings Fund-Conservative Plan |
0.43
|
-0.99
|
-2.43
|
-2.84
|
-1.44
|
3.64
|
8.97
|
7.18
|
7.99
|
8.86
|
|
| Tata Retirement Savings Fund-Moderate Plan |
1.46
|
-1.81
|
-5.74
|
-8.19
|
-6.08
|
1.86
|
14.91
|
11.77
|
12.08
|
13.27
|
|
| Tata Retirement Savings Fund-Progressive Plan |
1.72
|
-2.04
|
-6.38
|
-9.30
|
-7.17
|
0.92
|
15.94
|
12.11
|
12.73
|
14.30
|
|
| Union Retirement Fund |
2.27
|
-1.62
|
-7.40
|
-6.47
|
-3.72
|
5.84
|
18.57
|
|
|
|
|
| UTI Retirement Fund |
0.61
|
-1.28
|
-3.68
|
-3.94
|
-1.25
|
3.14
|
11.84
|
11.14
|
10.02
|
9.99
|
|
| PGIM India Retirement Fund |
1.64
|
-1.85
|
-6.86
|
-8.92
|
-9.73
|
-0.54
|
|
|
|
|
|
| Axis Retirement Fund - Aggressive Plan |
1.50
|
-1.45
|
-5.99
|
-7.37
|
-5.57
|
-0.37
|
14.60
|
9.51
|
|
|
|
| Axis Retirement Fund - Dynamic Plan |
1.57
|
-1.53
|
-6.93
|
-8.51
|
-7.15
|
-1.28
|
14.80
|
10.52
|
|
|
|
| Axis Retirement Fund - Conservative Plan |
0.51
|
-1.09
|
-3.48
|
-3.71
|
-1.14
|
2.36
|
10.55
|
8.03
|
|
|
|
| Nifty 500 Total Return Index |
1.95
|
-2.00
|
-8.21
|
-9.56
|
-6.47
|
1.14
|
15.72
|
13.49
|
13.68
|
14.08
|
12.23
|
As On: 25 March 2026
As On: 25 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
|