Best Retirement Mutual Funds December 2024


Full review at the fund page (link in the table below.)

Fund Name BMSMONEY Rank Rating 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
1
13.80% 18.21% 21.62% % % 15.48% 19.86% 23.38% % % 13.32% -9.26% -15.39% 6.38% 0.90 0.49 0.92
2
13.14% 15.80% 16.73% % % 14.84% 17.44% 18.50% % % 11.83% -9.62% -12.62% % 0.41 0.78
3
10.28% 17.58% 21.64% 14.92% % 11.50% 18.96% 23.11% 16.38% % 11.22% -8.05% -13.03% 6.89% 0.80 0.54 1.01
4
12.15% 11.90% 13.22% 10.14% 11.46% 13.74% 13.50% 14.87% 11.73% 13.01% 10.37% -11.96% -12.06% % 0.30 0.58
5
12.20% 12.67% 13.80% 10.57% 12.03% 13.85% 14.37% 15.55% 12.27% 13.74% 12.28% -14.82% -15.89% 2.61% 0.82 0.29 0.56
6
11.05% 14.84% 14.46% 9.32% % 12.11% 15.98% 15.62% 10.40% % 13.76% -13.64% -17.51% 1.82% 0.99 0.34 0.66
7
11.71% 11.09% 12.80% 8.58% 9.01% 12.43% 11.83% 13.56% 9.28% 9.70% 5.63% -3.36% -5.41% % 0.41 0.82
8
8.27% 13.25% 15.55% 11.94% % 9.55% 14.63% 16.97% 13.38% % 8.71% -7.41% -7.66% % 0.40 0.76
9
15.79% 10.46% 12.73% % % 17.38% 12.20% 14.63% % % 11.86% -14.80% -15.20% % 0.19 0.35
10
11.30% 10.47% 10.68% % % 12.86% 12.04% 12.31% % % 10.18% -10.01% -11.58% % 0.22 0.43
11
9.33% 9.05% 8.95% 7.85% 7.75% 10.17% 9.89% 9.79% 8.68% 8.58% 5.48% -5.07% -5.89% % 0.24 0.49
12
7.57% 11.82% % % % 8.72% 13.07% % % % 9.92% -6.58% -11.38% % 0.29 0.56
13
9.97% 10.86% 11.14% % % 11.44% 12.41% 12.82% % % 12.63% -11.96% -14.95% -0.01% 0.88 0.22 0.41
14
7.18% 12.91% % % % 8.40% 14.31% % % % 12.12% -8.00% -13.03% 1.92% 0.82 0.31 0.57
15
14.25% 9.67% 11.15% % % 15.79% 11.28% 12.88% % % 11.88% -16.28% -16.16% % 0.11 0.19
16
8.06% 9.36% % % % 8.62% 9.98% % % % 5.38% -3.56% -4.93% % 0.24 0.47
17
7.72% 8.62% 8.63% % % 8.84% 9.71% 9.99% % % 4.29% -3.62% -4.47% % 0.18 0.39
18
9.43% 7.85% 7.54% 7.01% % 10.57% 9.03% 8.79% 8.24% % 4.67% -5.39% -4.56% % 0.07 0.14
19
8.42% 8.31% % % % 8.92% 8.83% % % % 3.18% -1.88% -2.47% % 0.20 0.42
20
7.88% 8.04% 8.29% 7.23% % 9.10% 9.31% 9.56% 8.52% % 3.42% -2.29% -2.88% % 0.16 0.34
21
7.23% 6.76% 7.50% 6.68% 7.55% 8.54% 8.03% 8.78% 8.00% 8.95% 4.18% -4.82% -4.47% % 0.03 0.04
22
7.74% 6.58% 5.63% % % 9.18% 7.99% 7.08% % % 3.72% -3.72% -3.55% % 0.00 -0.03
23
8.39% 6.83% 8.67% % % 9.87% 8.47% 10.44% % % 5.87% -6.97% -6.54% % -0.01 -0.06
24
7.38% 5.70% 5.80% % % 8.52% 6.70% 7.10% % % 1.17% -0.64% -0.28% % -0.36 -1.24
25
6.22% 4.32% 4.11% % % 7.47% 5.60% 5.44% % % 1.60% -1.99% -2.14% % -0.46 -1.67

Return Calculated On: 29 January 2025

Ratios Calculated On: 31 December 2024

As On: 29 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Retirement Fund - The 30s Plan
1.76
-0.12
-6.26
-8.02
-7.27
9.97
10.86
11.14
Aditya Birla Sun Life Retirement Fund - The 40s Plan
1.54
0.12
-4.62
-3.03
-2.24
11.30
10.47
10.68
Aditya Birla Sun Life Retirement Fund - The 50s Plan
0.40
0.11
-1.05
-0.78
0.72
7.74
6.58
5.63
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan
0.02
0.23
0.60
1.35
2.89
6.22
4.32
4.11
Baroda BNP Paribas Retirement Fund
1.38
-0.81
-4.96
-4.15
-3.21
Franklin India Pension Plan
0.54
-0.09
-2.15
-1.26
-0.85
9.33
9.05
8.95
7.85
7.75
9.51
Hdfc Retirement Savings Fund - Equity Plan
1.15
-0.73
-4.38
-5.73
-7.05
10.28
17.58
21.64
14.92
Hdfc Retirement Savings Fund - Hybrid - Equity Plan
0.85
-0.59
-3.35
-4.74
-5.11
8.27
13.25
15.55
11.94
Hdfc Retirement Savings Fund - Hybrid - Debt Plan
0.29
-0.03
-0.64
-0.72
0.23
7.88
8.04
8.29
7.23
Icici Prudential Retirement Fund - Pure Equity Plan
1.92
0.14
-4.44
-5.04
-6.35
13.80
18.21
21.62
Icici Prudential Retirement Fund - Hybrid Aggressive Plan
1.70
0.30
-3.99
-4.27
-6.19
13.14
15.80
16.73
Icici Prudential Retirement Fund - Hybrid Conservative Plan
0.54
0.45
-0.86
-0.12
0.44
7.72
8.62
8.63
Icici Prudential Retirement Fund - Pure Debt Plan
0.01
0.15
0.61
1.52
3.27
7.38
5.70
5.80
Bandhan Retirement Fund
0.82
-0.33
-3.17
-3.62
-4.56
7.28
Nippon India Retirement Fund - Wealth Creation Scheme
1.68
-0.95
-6.80
-7.35
-9.51
11.05
14.84
14.46
9.32
Nippon India Retirement Fund- Income Generation Scheme
0.23
0.25
-0.42
-0.54
1.03
9.43
7.85
7.54
7.01
SBI Retirement Benefit Fund Aggressive Hybrid Plan
1.40
-0.35
-2.60
-5.22
-7.23
7.57
11.82
SBI Retirement Benefit Fund Aggressive Plan
1.69
-0.36
-3.35
-6.34
-9.45
7.18
12.91
SBI Retirement Benefit Fund Conservative Hybrid Plan
0.58
-0.01
-0.80
-1.48
-1.62
8.06
9.36
SBI Retirement Benefit Fund Conservative Plan
0.26
0.09
-0.02
0.09
1.22
8.42
8.31
Tata Retirement Savings Fund-Conservative Plan
0.45
-0.46
-2.07
-1.43
-1.07
7.23
6.76
7.50
6.68
7.55
Tata Retirement Savings Fund-Moderate Plan
1.44
-1.70
-6.75
-5.08
-6.05
12.15
11.90
13.22
10.14
11.46
Tata Retirement Savings Fund-Progressive Plan
1.94
-2.25
-8.16
-6.28
-8.18
12.20
12.67
13.80
10.57
12.03
Union Retirement Fund
1.64
-0.42
-6.12
-6.61
-7.40
8.60
UTI Retirement Fund
0.51
-0.10
-1.46
-1.38
-0.25
11.71
11.09
12.80
8.58
9.01
5.34
PGIM India Retirement Fund
2.06
-0.09
-6.99
-5.54
-4.47
Axis Retirement Savings Fund - Aggressive Plan
1.52
-0.06
-3.62
-4.73
-4.42
14.25
9.67
11.15
Axis Retirement Savings Fund - Dynamic Plan
1.82
-1.02
-5.57
-5.23
-4.35
15.79
10.46
12.73
Axis Retirement Savings Fund - Conservative Plan
0.34
-0.19
-1.02
-1.44
-0.61
8.39
6.83
8.67
Nifty 500 Total Return Index
1.54
-0.70
-4.91
-6.67
-8.83
8.83
13.65
17.46
12.89
12.58
12.73

As On: 29 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Retirement Fund - The 30s Plan
1.76
-0.10
-6.17
-7.73
-6.66
11.44
12.41
12.82
Aditya Birla Sun Life Retirement Fund - The 40s Plan
1.54
0.15
-4.51
-2.69
-1.56
12.86
12.04
12.31
Aditya Birla Sun Life Retirement Fund - The 50s Plan
0.40
0.13
-0.94
-0.45
1.40
9.18
7.99
7.08
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan
0.02
0.26
0.71
1.66
3.54
7.47
5.60
5.44
Baroda BNP Paribas Retirement Fund
1.38
-0.77
-4.80
-3.67
-2.24
Franklin India Pension Plan
0.54
-0.08
-2.09
-1.06
-0.46
10.17
9.89
9.79
8.68
8.58
Hdfc Retirement Savings Fund - Equity Plan
1.15
-0.71
-4.30
-5.49
-6.55
11.50
18.96
23.11
16.38
Hdfc Retirement Savings Fund - Hybrid - Equity Plan
0.85
-0.57
-3.26
-4.46
-4.55
9.55
14.63
16.97
13.38
Hdfc Retirement Savings Fund - Hybrid - Debt Plan
0.29
-0.01
-0.55
-0.44
0.80
9.10
9.31
9.56
8.52
Icici Prudential Retirement Fund - Pure Equity Plan
1.89
0.13
-4.36
-4.71
-5.69
15.48
19.86
23.38
Icici Prudential Retirement Fund - Hybrid Aggressive Plan
1.71
0.35
-3.90
-3.94
-5.50
14.84
17.44
18.50
Icici Prudential Retirement Fund - Hybrid Conservative Plan
0.54
0.47
-0.77
0.17
1.01
8.84
9.71
9.99
Icici Prudential Retirement Fund - Pure Debt Plan
0.01
0.17
0.69
1.77
3.79
8.52
6.70
7.10
Bandhan Retirement Fund
0.82
-0.31
-3.05
-3.22
-3.78
9.06
Nippon India Retirement Fund - Wealth Creation Scheme
1.68
-0.93
-6.73
-7.13
-9.07
12.11
15.98
15.62
10.40
Nippon India Retirement Fund- Income Generation Scheme
0.24
0.27
-0.33
-0.27
1.58
10.57
9.03
8.79
8.24
SBI Retirement Benefit Fund Aggressive Hybrid Plan
1.40
-0.33
-2.52
-4.97
-6.73
8.72
13.07
SBI Retirement Benefit Fund Aggressive Plan
1.69
-0.34
-3.26
-6.07
-8.94
8.40
14.31
SBI Retirement Benefit Fund Conservative Hybrid Plan
0.58
0.00
-0.75
-1.36
-1.36
8.62
9.98
SBI Retirement Benefit Fund Conservative Plan
0.26
0.10
0.02
0.20
1.45
8.92
8.83
Tata Retirement Savings Fund-Conservative Plan
0.45
-0.43
-1.97
-1.13
-0.47
8.54
8.03
8.78
8.00
8.95
Tata Retirement Savings Fund-Moderate Plan
1.45
-1.66
-6.64
-4.74
-5.38
13.74
13.50
14.87
11.73
13.01
Tata Retirement Savings Fund-Progressive Plan
1.94
-2.22
-8.05
-5.94
-7.50
13.85
14.37
15.55
12.27
13.74
Union Retirement Fund
1.65
-0.47
-6.04
-6.34
-6.87
9.81
UTI Retirement Fund
0.51
-0.09
-1.41
-1.22
0.07
12.43
11.83
13.56
9.28
9.70
PGIM India Retirement Fund
2.03
-0.09
-6.91
-5.15
-3.75
Axis Retirement Savings Fund - Aggressive Plan
1.51
-0.05
-3.50
-4.43
-3.79
15.79
11.28
12.88
Axis Retirement Savings Fund - Dynamic Plan
1.82
-0.98
-5.45
-4.91
-3.73
17.38
12.20
14.63
Axis Retirement Savings Fund - Conservative Plan
0.34
-0.17
-0.91
-1.09
0.09
9.87
8.47
10.44
Nifty 500 Total Return Index
1.54
-0.70
-4.91
-6.67
-8.83
8.83
13.65
17.46
12.89
12.58
12.73

As On: 29 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Retirement Fund - The 30s Plan
-3.63
13.20
12.81
Aditya Birla Sun Life Retirement Fund - The 40s Plan
3.08
13.41
12.18
Aditya Birla Sun Life Retirement Fund - The 50s Plan
-11.86
6.13
5.70
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan
-9.95
3.68
3.82
Baroda BNP Paribas Retirement Fund
Franklin India Pension Plan
3.54
10.75
10.01
9.35
8.25
9.27
Hdfc Retirement Savings Fund - Equity Plan
-2.42
18.32
22.27
20.05
Hdfc Retirement Savings Fund - Hybrid - Equity Plan
-1.24
14.15
15.96
14.88
Hdfc Retirement Savings Fund - Hybrid - Debt Plan
-11.91
7.08
7.99
7.22
Icici Prudential Retirement Fund - Pure Equity Plan
-1.67
22.41
24.88
Icici Prudential Retirement Fund - Hybrid Aggressive Plan
-1.04
19.36
19.08
Icici Prudential Retirement Fund - Hybrid Conservative Plan
-11.90
8.45
8.61
Icici Prudential Retirement Fund - Pure Debt Plan
-9.13
4.72
5.06
Bandhan Retirement Fund
-1.56
Nippon India Retirement Fund - Wealth Creation Scheme
-4.99
17.40
18.82
15.21
Nippon India Retirement Fund- Income Generation Scheme
-10.83
7.54
7.41
6.66
SBI Retirement Benefit Fund Aggressive Hybrid Plan
-3.06
12.13
SBI Retirement Benefit Fund Aggressive Plan
-5.52
13.05
SBI Retirement Benefit Fund Conservative Hybrid Plan
-13.37
8.21
SBI Retirement Benefit Fund Conservative Plan
-10.79
7.11
Tata Retirement Savings Fund-Conservative Plan
-13.46
6.32
6.95
6.38
6.62
Tata Retirement Savings Fund-Moderate Plan
-0.20
14.54
14.43
13.21
12.09
Tata Retirement Savings Fund-Progressive Plan
-2.45
15.78
15.52
14.10
13.06
Union Retirement Fund
-4.47
UTI Retirement Fund
5.51
12.79
13.20
11.73
9.99
8.59
PGIM India Retirement Fund
Axis Retirement Savings Fund - Aggressive Plan
1.07
14.04
12.49
Axis Retirement Savings Fund - Dynamic Plan
1.34
15.23
13.70
Axis Retirement Savings Fund - Conservative Plan
-12.64
7.82
8.14

As On: 29 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Retirement Fund - The 30s Plan
-2.30
14.78
14.45
Aditya Birla Sun Life Retirement Fund - The 40s Plan
4.55
15.03
13.80
Aditya Birla Sun Life Retirement Fund - The 50s Plan
-10.71
7.57
7.12
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan
-8.89
4.95
5.12
Baroda BNP Paribas Retirement Fund
Franklin India Pension Plan
4.35
11.61
10.85
10.18
9.06
Hdfc Retirement Savings Fund - Equity Plan
-1.32
19.71
23.77
21.49
Hdfc Retirement Savings Fund - Hybrid - Equity Plan
-0.05
15.54
17.41
16.29
Hdfc Retirement Savings Fund - Hybrid - Debt Plan
-10.94
8.34
9.27
8.46
Icici Prudential Retirement Fund - Pure Equity Plan
-0.24
24.15
26.66
Icici Prudential Retirement Fund - Hybrid Aggressive Plan
0.46
21.11
20.82
Icici Prudential Retirement Fund - Hybrid Conservative Plan
-10.95
9.62
9.84
Icici Prudential Retirement Fund - Pure Debt Plan
-8.22
5.78
6.19
Bandhan Retirement Fund
0.11
Nippon India Retirement Fund - Wealth Creation Scheme
-4.04
18.57
20.03
16.33
Nippon India Retirement Fund- Income Generation Scheme
-9.89
8.71
8.61
7.85
SBI Retirement Benefit Fund Aggressive Hybrid Plan
-2.00
13.38
SBI Retirement Benefit Fund Aggressive Plan
-4.41
14.43
SBI Retirement Benefit Fund Conservative Hybrid Plan
-12.92
8.80
SBI Retirement Benefit Fund Conservative Plan
-10.38
7.63
Tata Retirement Savings Fund-Conservative Plan
-12.43
7.61
8.24
7.65
7.95
Tata Retirement Savings Fund-Moderate Plan
1.27
16.20
16.09
14.83
13.64
Tata Retirement Savings Fund-Progressive Plan
-0.95
17.54
17.29
15.84
14.75
Union Retirement Fund
-3.33
UTI Retirement Fund
6.20
13.53
13.96
12.46
10.68
PGIM India Retirement Fund
Axis Retirement Savings Fund - Aggressive Plan
2.42
15.64
14.17
Axis Retirement Savings Fund - Dynamic Plan
2.73
16.93
15.52
Axis Retirement Savings Fund - Conservative Plan
-11.43
9.43
9.85

Performance Indicators


Calculated On: 31 December 2024

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Retirement Fund - The 30s Plan -14.95 -11.96 -7.57 12.63 8.57
Aditya Birla Sun Life Retirement Fund - The 40s Plan -11.58 -10.01 -4.85 10.18 7.04
Aditya Birla Sun Life Retirement Fund - The 50s Plan -3.55 -3.72 -1.40 3.72 2.69
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan -2.14 -1.99 -0.75 1.60 1.30
Franklin India Pension Plan -5.89 -5.07 -2.29 5.48 3.91
Hdfc Retirement Savings Fund - Equity Plan -13.03 -8.05 -4.06 11.22 7.86
Hdfc Retirement Savings Fund - Hybrid - Equity Plan -7.66 -7.41 -3.53 8.71 6.05
Hdfc Retirement Savings Fund - Hybrid - Debt Plan -2.88 -2.29 -1.04 3.42 2.39
Icici Prudential Retirement Fund - Pure Equity Plan -15.39 -9.26 -5.67 13.32 9.28
Icici Prudential Retirement Fund - Hybrid Aggressive Plan -12.62 -9.62 -6.48 11.83 8.30
Icici Prudential Retirement Fund - Hybrid Conservative Plan -4.47 -3.62 -1.69 4.29 3.13
Icici Prudential Retirement Fund - Pure Debt Plan -0.28 -0.64 -0.53 1.17 0.94
Nippon India Retirement Fund - Wealth Creation Scheme -17.51 -13.64 -7.61 13.76 9.72
Nippon India Retirement Fund- Income Generation Scheme -4.56 -5.39 -1.81 4.67 3.32
Sbi Retirement Benefit Fund Aggressive Hybrid Plan -11.38 -6.58 -3.37 9.92 6.75
Sbi Retirement Benefit Fund Aggressive Plan -13.03 -8.00 -3.69 12.12 8.18
Sbi Retirement Benefit Fund Conservative Hybrid Plan -4.93 -3.56 -1.86 5.38 3.69
Sbi Retirement Benefit Fund Conservative Plan -2.47 -1.88 -0.74 3.18 2.22
Tata Retirement Savings Fund-Conservative Plan -4.47 -4.82 -2.07 4.18 2.98
Tata Retirement Savings Fund-Moderate Plan -12.06 -11.96 -4.40 10.37 7.19
Tata Retirement Savings Fund-Progressive Plan -15.89 -14.82 -5.40 12.28 8.61
Uti Retirement Fund -5.41 -3.36 -1.93 5.63 4.03
Axis Retirement Savings Fund - Aggressive Plan -16.16 -16.28 -7.99 11.88 8.25
Axis Retirement Savings Fund - Dynamic Plan -15.20 -14.80 -5.51 11.86 8.16
Axis Retirement Savings Fund - Conservative Plan -6.54 -6.97 -2.31 5.87 4.25

Calculated On: 31 December 2024

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
0.41
0.22
0.56
0.38
-0.01
0.88
0.91
1.08
-1.4200
Aditya Birla Sun Life Retirement Fund - The 40s Plan
0.43
0.22
0.58
0.38
Aditya Birla Sun Life Retirement Fund - The 50s Plan
-0.03
0.00
0.50
0.38
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan
-1.67
-0.46
0.34
0.41
Franklin India Pension Plan
0.49
0.24
0.65
0.37
Hdfc Retirement Savings Fund - Equity Plan
1.01
0.54
1.05
0.38
6.89
0.80
0.95
1.71
4.0300
Hdfc Retirement Savings Fund - Hybrid - Equity Plan
0.76
0.40
0.80
0.38
Hdfc Retirement Savings Fund - Hybrid - Debt Plan
0.34
0.16
0.66
0.33
Icici Prudential Retirement Fund - Pure Equity Plan
0.92
0.49
1.03
0.38
6.38
0.90
0.86
1.62
4.6800
Icici Prudential Retirement Fund - Hybrid Aggressive Plan
0.78
0.41
0.85
0.38
Icici Prudential Retirement Fund - Hybrid Conservative Plan
0.39
0.18
0.64
0.39
Icici Prudential Retirement Fund - Pure Debt Plan
-1.24
-0.36
0.50
0.44
Nippon India Retirement Fund - Wealth Creation Scheme
0.66
0.34
0.70
0.37
1.82
0.99
0.96
1.35
1.7200
Nippon India Retirement Fund- Income Generation Scheme
0.14
0.07
0.49
0.37
Sbi Retirement Benefit Fund Aggressive Hybrid Plan
0.56
0.29
0.77
0.40
Sbi Retirement Benefit Fund Aggressive Plan
0.57
0.31
0.79
0.41
1.92
0.82
0.88
1.26
-0.6400
Sbi Retirement Benefit Fund Conservative Hybrid Plan
0.47
0.24
0.71
0.41
Sbi Retirement Benefit Fund Conservative Plan
0.42
0.20
0.70
0.40
Tata Retirement Savings Fund-Conservative Plan
0.04
0.03
0.48
0.35
Tata Retirement Savings Fund-Moderate Plan
0.58
0.30
0.61
0.36
Tata Retirement Savings Fund-Progressive Plan
0.56
0.29
0.57
0.36
2.61
0.82
0.83
1.24
0.2200
Uti Retirement Fund
0.82
0.41
0.88
0.36
Axis Retirement Savings Fund - Aggressive Plan
0.19
0.11
0.35
0.41
Axis Retirement Savings Fund - Dynamic Plan
0.35
0.19
0.46
0.40
Axis Retirement Savings Fund - Conservative Plan
-0.06
-0.01
0.39
0.34

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
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Retirement Fund - The 30s Plan 13,196.40 11,762.58 49,046.40 43,851.10 101,724.00 82,772.46
Aditya Birla Sun Life Retirement Fund - The 40s Plan 13,356.00 12,199.87 48,535.20 43,983.83 99,648.00 81,493.92
Aditya Birla Sun Life Retirement Fund - The 50s Plan 12,928.80 11,212.72 43,581.60 39,518.17 78,912.00 69,311.22
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan 12,746.40 11,341.91 40,874.40 38,083.03 73,392.00 66,107.76
Baroda BNP Paribas Retirement Fund
Franklin India Pension Plan 13,119.60 12,229.36 46,681.20 42,312.42 92,106.00 77,207.64 142,615.20 117,196.80 253,236.00 183,779.16 702,990.00 377,849.70
Hdfc Retirement Savings Fund - Equity Plan 13,233.60 11,841.85 58,525.20 47,177.24 159,804.00 104,353.20 222,356.40 171,745.81
Hdfc Retirement Savings Fund - Hybrid - Equity Plan 12,992.40 11,919.22 52,297.20 44,455.14 123,612.00 89,481.24 185,010.00 142,824.36
Hdfc Retirement Savings Fund - Hybrid - Debt Plan 12,945.60 11,209.60 45,403.20 40,081.39 89,364.00 73,405.08 136,903.20 108,619.22
Icici Prudential Retirement Fund - Pure Equity Plan 13,656.00 11,891.11 59,464.80 49,956.70 159,684.00 111,120.84
Icici Prudential Retirement Fund - Hybrid Aggressive Plan 13,576.80 11,932.37 55,904.40 47,876.00 130,026.00 96,574.62
Icici Prudential Retirement Fund - Hybrid Conservative Plan 12,926.40 11,210.27 46,141.20 40,903.02 90,768.00 74,558.46
Icici Prudential Retirement Fund - Pure Debt Plan 12,885.60 11,396.94 42,519.60 38,691.29 79,560.00 68,199.66
Bandhan Retirement Fund 12,873.60 11,898.00
Nippon India Retirement Fund - Wealth Creation Scheme 13,326.00 11,672.38 54,518.40 46,566.76 117,858.00 95,959.56 156,693.60 144,510.24
Nippon India Retirement Fund- Income Generation Scheme 13,131.60 11,282.57 45,158.40 40,357.87 86,286.00 72,350.28 134,988.00 106,478.23
SBI Retirement Benefit Fund Aggressive Hybrid Plan 12,908.40 11,799.90 50,328.00 43,173.25
SBI Retirement Benefit Fund Aggressive Plan 12,861.60 11,637.68 51,825.60 43,752.74
SBI Retirement Benefit Fund Conservative Hybrid Plan 12,967.20 11,110.55 47,084.40 40,759.27
SBI Retirement Benefit Fund Conservative Plan 13,010.40 11,285.24 45,741.60 40,097.02
Tata Retirement Savings Fund-Conservative Plan 12,867.60 11,104.13 43,808.40 39,626.82 86,136.00 71,520.00 132,081.60 105,423.44 248,556.00 168,653.28
Tata Retirement Savings Fund-Moderate Plan 13,458.00 11,986.82 50,439.60 44,706.82 111,636.00 86,158.20 165,160.80 134,539.36 355,260.00 225,226.80
Tata Retirement Savings Fund-Progressive Plan 13,464.00 11,839.80 51,494.40 45,508.93 114,516.00 88,504.74 169,696.80 138,935.24 373,692.00 237,241.20
Union Retirement Fund 13,032.00 11,706.85
UTI Retirement Fund 13,405.20 12,355.97 49,352.40 43,587.94 109,572.00 83,577.66 149,427.60 127,643.04 284,424.00 201,425.16 392,850.00 357,234.66
PGIM India Retirement Fund
Axis Retirement Savings Fund - Aggressive Plan 13,710.00 12,069.89 47,487.60 44,383.93 101,784.00 82,124.46
Axis Retirement Savings Fund - Dynamic Plan 13,894.80 12,086.83 48,524.40 45,148.07 109,242.00 84,623.28
Axis Retirement Savings Fund - Conservative Plan 13,006.80 11,160.00 43,898.40 40,523.87 90,948.00 73,696.62

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
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Retirement Fund - The 30s Plan 13,372.80 11,849.59 51,138.00 44,863.02 109,656.00 86,204.64
Aditya Birla Sun Life Retirement Fund - The 40s Plan 13,543.20 12,294.46 50,630.40 45,018.25 107,220.00 84,833.82
Aditya Birla Sun Life Retirement Fund - The 50s Plan 13,101.60 11,290.84 45,338.40 40,377.13 84,456.00 71,838.12
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan 12,896.40 11,413.09 42,397.20 38,821.86 78,186.00 68,310.24
Baroda BNP Paribas Retirement Fund
Franklin India Pension Plan 13,220.40 12,281.71 47,768.40 42,846.44 95,700.00 78,855.96 150,393.60 120,737.23 273,216.00 191,801.52
Hdfc Retirement Savings Fund - Equity Plan 13,380.00 11,913.91 60,609.60 48,107.84 169,656.00 108,196.80 242,961.60 180,763.46
Hdfc Retirement Savings Fund - Hybrid - Equity Plan 13,146.00 11,996.68 54,216.00 45,351.43 131,382.00 92,722.32 202,305.60 150,222.41
Hdfc Retirement Savings Fund - Hybrid - Debt Plan 13,092.00 11,275.31 47,016.00 40,839.16 94,728.00 75,804.30 148,856.40 113,562.20
Icici Prudential Retirement Fund - Pure Equity Plan 13,857.60 11,984.54 61,992.00 51,167.02 171,570.00 115,980.30
Icici Prudential Retirement Fund - Hybrid Aggressive Plan 13,780.80 12,029.72 58,316.40 49,062.56 140,202.00 100,764.48
Icici Prudential Retirement Fund - Hybrid Conservative Plan 13,060.80 11,274.58 47,534.40 41,616.79 96,594.00 76,892.82
Icici Prudential Retirement Fund - Pure Debt Plan 13,022.40 11,457.68 43,736.40 39,308.80 84,558.00 70,174.80
Bandhan Retirement Fund 13,087.20 12,006.92
Nippon India Retirement Fund - Wealth Creation Scheme 13,453.20 11,735.10 56,156.40 47,345.76 123,990.00 98,839.20 167,916.00 150,414.01
Nippon India Retirement Fund- Income Generation Scheme 13,268.40 11,345.62 46,656.00 41,061.85 91,440.00 74,561.04 146,185.20 111,082.19
SBI Retirement Benefit Fund Aggressive Hybrid Plan 13,046.40 11,869.16 52,041.60 43,962.37
SBI Retirement Benefit Fund Aggressive Plan 13,008.00 11,710.60 53,769.60 44,637.12
SBI Retirement Benefit Fund Conservative Hybrid Plan 13,034.40 11,140.60 47,887.20 41,119.38
SBI Retirement Benefit Fund Conservative Plan 13,070.40 11,312.52 46,400.40 40,408.85
Tata Retirement Savings Fund-Conservative Plan 13,024.80 11,174.50 45,388.80 40,401.72 91,410.00 73,874.28 143,917.20 110,291.33 282,816.00 180,867.36
Tata Retirement Savings Fund-Moderate Plan 13,648.80 12,082.46 52,635.60 45,780.34 119,976.00 89,764.08 182,582.40 142,581.18 407,808.00 244,751.16
Tata Retirement Savings Fund-Progressive Plan 13,662.00 11,937.88 53,852.40 46,658.88 123,582.00 92,437.68 188,848.80 147,813.79 435,000.00 259,674.12
Union Retirement Fund 13,177.20 11,781.95
UTI Retirement Fund 13,491.60 12,399.92 50,346.00 44,058.35 113,328.00 85,164.60 156,298.80 131,013.71 302,988.00 208,943.64
PGIM India Retirement Fund
Axis Retirement Savings Fund - Aggressive Plan 13,894.80 12,157.12 49,611.60 45,415.48 109,980.00 85,616.64
Axis Retirement Savings Fund - Dynamic Plan 14,085.60 12,177.07 50,853.60 46,261.87 118,764.00 88,501.26
Axis Retirement Savings Fund - Conservative Plan 13,184.40 11,241.78 45,950.40 41,504.80 98,586.00 76,898.88