| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
20.55 | 26.50 | 24.20 | 20.74 | 15.52 | -16.62 | -21.07 | 8.83 | 1.02 | 0.48 | 1.01 | ||
| 2 | |
16.82 | 22.73 | 18.05 | 16.72 | 13.34 | -14.54 | -18.77 | 6.73 | 0.89 | 0.44 | 0.95 | ||
| 3 | |
11.78 | 18.59 | 13.65 | -17.23 | -20.30 | 2.02 | 0.90 | 0.27 | 0.60 | ||||
| 4 | |
8.83 | 11.89 | 9.36 | 9.91 | 4.52 | -3.17 | -5.76 | 2.69 | 0.30 | 0.44 | 1.01 | ||
| 5 | |
3.37 | 11.19 | 10.98 | 10.47 | 10.06 | 6.59 | -6.04 | -7.84 | 1.04 | 0.44 | 0.26 | 0.61 | |
| 6 | |
18.10 | 19.10 | 13.56 | 12.96 | 14.32 | -19.00 | -22.35 | 0.26 | 0.92 | 0.22 | 0.47 | ||
| 7 | |
7.34 | 15.20 | 11.09 | 11.16 | 11.16 | -11.13 | -16.21 | 0.37 | 0.72 | 0.22 | 0.48 | ||
| 8 | |
2.23 | 9.95 | 8.31 | 8.77 | 8.74 | 5.92 | -5.90 | -6.65 | -0.24 | 0.39 | 0.18 | 0.42 | |
| 9 | |
6.08 | 17.39 | 15.76 | 12.60 | 12.89 | 14.49 | -17.68 | -21.69 | 0.70 | 0.97 | 0.24 | 0.52 | |
| 10 | |
3.87 | 6.84 | 6.02 | 7.49 | 1.39 | -0.90 | -0.68 | -0.23 | 0.05 | 0.00 | -0.01 | ||
| 11 | |
6.33 | 9.50 | 7.13 | 7.26 | 4.14 | -3.59 | -3.89 | -0.38 | 0.27 | 0.14 | 0.35 | ||
| 12 | |
2.26 | 14.10 | 10.36 | 11.75 | -13.68 | -18.08 | -0.56 | 0.77 | 0.19 | 0.41 | |||
| 13 | |
8.22 | 15.98 | 13.30 | 13.46 | 14.06 | 12.45 | -14.24 | -20.88 | -0.63 | 0.81 | 0.19 | 0.41 | |
| 14 | |
1.07 | 14.93 | 17.35 | 17.87 | 17.31 | 13.19 | -15.17 | -17.36 | 0.10 | 0.89 | 0.22 | 0.48 | |
| 15 | |
3.49 | 5.97 | 5.18 | 5.59 | 1.27 | -0.76 | -0.37 | -1.18 | 0.05 | -0.23 | -0.70 | ||
| 16 | |
7.40 | 12.50 | 14.05 | 11.37 | -14.01 | -16.80 | -1.92 | 0.74 | 0.13 | 0.29 | |||
| 17 | |
1.18 | 12.11 | 12.79 | 13.67 | 14.48 | 10.57 | -11.95 | -12.17 | -1.24 | 0.71 | 0.16 | 0.36 | |
| 18 | |
2.82 | 14.50 | 11.63 | 12.85 | -15.54 | -18.83 | -1.06 | 0.85 | 0.17 | 0.38 | |||
| 19 | |
2.70 | 8.27 | 8.14 | 8.79 | 8.98 | 4.29 | -3.98 | -4.01 | -0.78 | 0.27 | 0.10 | 0.25 | |
| 20 | |
8.51 | 17.31 | 13.90 | 14.35 | 15.26 | 14.60 | -18.08 | -25.74 | -1.06 | 0.95 | 0.18 | 0.39 | |
| 21 | |
0.66 | 9.66 | 7.97 | 6.81 | -6.75 | -9.73 | -0.85 | 0.42 | 0.13 | 0.31 | |||
| 22 | |
5.08 | 9.19 | 7.68 | 8.50 | 9.09 | 5.00 | -4.81 | -6.52 | -1.27 | 0.33 | 0.09 | 0.20 | |
| 23 | |
1.83 | 7.35 | 7.41 | 4.49 | -4.33 | -4.58 | -1.24 | 0.27 | 0.06 | 0.13 | |||
| 24 | |
2.49 | 8.53 | 9.14 | 6.55 | -6.60 | -8.48 | -1.68 | 0.42 | 0.09 | 0.19 | |||
| 25 | |
-0.10 | 7.59 | 7.02 | 7.88 | 8.04 | 5.13 | -5.45 | -5.47 | -1.40 | 0.28 | 0.05 | 0.11 | |
| 26 | |
4.81 | 12.26 | 14.86 | 13.91 | -17.20 | -21.17 | -3.84 | 0.91 | 0.10 | 0.20 |
Return Calculated On: 06 May 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: 06 May 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund - The 30s Plan |
1.45
|
1.94
|
12.06
|
3.61
|
4.19
|
16.57
|
17.54
|
11.98
|
11.26
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 40s Plan |
1.13
|
0.91
|
6.47
|
-0.47
|
-1.26
|
5.90
|
13.62
|
9.52
|
9.53
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plan |
0.61
|
0.68
|
2.92
|
0.49
|
0.79
|
4.89
|
8.06
|
5.70
|
5.80
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan |
0.31
|
0.31
|
1.02
|
0.65
|
1.00
|
2.48
|
4.79
|
3.93
|
4.27
|
|
|
| Baroda BNP Paribas Retirement Fund |
1.05
|
1.31
|
7.53
|
-0.16
|
-0.33
|
6.67
|
|
|
|
|
|
| Franklin India Retirement Fund |
0.52
|
0.42
|
2.69
|
-1.33
|
-1.93
|
1.44
|
9.11
|
7.48
|
7.94
|
7.92
|
9.17
|
| Hdfc Retirement Savings Fund - Equity Plan |
1.32
|
0.81
|
6.06
|
-4.78
|
-4.95
|
0.04
|
13.70
|
16.02
|
16.49
|
15.80
|
|
| Hdfc Retirement Savings Fund - Hybrid - Equity Plan |
1.11
|
0.72
|
4.71
|
-4.29
|
-4.44
|
0.05
|
10.84
|
11.45
|
12.30
|
12.98
|
|
| Hdfc Retirement Savings Fund - Hybrid - Debt Plan |
0.67
|
0.35
|
2.08
|
-1.04
|
-0.75
|
1.59
|
7.07
|
6.89
|
7.56
|
7.61
|
|
| Icici Prudential Retirement Fund - Pure Equity Plan |
0.93
|
0.72
|
10.32
|
2.50
|
3.17
|
18.94
|
24.77
|
22.51
|
18.96
|
|
|
| Icici Prudential Retirement Fund - Hybrid Aggressive Plan |
1.14
|
0.99
|
7.83
|
1.41
|
2.54
|
15.16
|
20.99
|
16.39
|
14.95
|
|
|
| Icici Prudential Retirement Fund - Hybrid Conservative Plan |
0.59
|
0.57
|
2.37
|
0.24
|
2.04
|
7.51
|
10.63
|
8.13
|
8.48
|
|
|
| Icici Prudential Retirement Fund - Pure Debt Plan |
0.34
|
0.36
|
1.07
|
0.88
|
1.31
|
2.91
|
5.83
|
4.96
|
6.19
|
|
|
| Bandhan Retirement Fund |
0.89
|
0.52
|
5.66
|
-1.36
|
-1.52
|
2.96
|
|
|
|
|
|
| Nippon India Retirement Fund - Wealth Creation Scheme |
1.53
|
1.18
|
8.65
|
-0.82
|
-1.67
|
5.08
|
16.28
|
14.63
|
11.49
|
11.69
|
|
| Nippon India Retirement Fund- Income Generation Scheme |
0.86
|
0.59
|
2.71
|
-0.56
|
-1.17
|
-1.19
|
6.45
|
5.86
|
6.68
|
6.76
|
|
| SBI Retirement Benefit Fund Aggressive Hybrid Plan |
1.10
|
0.96
|
7.14
|
-1.10
|
-0.90
|
6.32
|
11.33
|
12.77
|
|
|
|
| SBI Retirement Benefit Fund Aggressive Plan |
1.21
|
0.96
|
8.71
|
-1.64
|
-2.64
|
3.72
|
11.02
|
13.45
|
|
|
|
| SBI Retirement Benefit Fund Conservative Hybrid Plan |
0.71
|
0.57
|
4.29
|
-0.44
|
-0.56
|
1.98
|
7.98
|
8.51
|
|
|
|
| SBI Retirement Benefit Fund Conservative Plan |
0.65
|
0.47
|
3.06
|
-0.09
|
-0.11
|
1.37
|
6.85
|
6.89
|
|
|
|
| Tata Retirement Savings Fund-Conservative Plan |
0.58
|
0.61
|
4.28
|
1.33
|
1.02
|
3.85
|
7.91
|
6.41
|
7.23
|
7.71
|
|
| Tata Retirement Savings Fund-Moderate Plan |
0.83
|
0.82
|
10.46
|
2.76
|
1.33
|
6.74
|
14.37
|
11.70
|
11.84
|
12.50
|
|
| Tata Retirement Savings Fund-Progressive Plan |
0.93
|
0.95
|
12.07
|
3.21
|
1.57
|
6.95
|
15.61
|
12.21
|
12.62
|
13.56
|
|
| Union Retirement Fund |
1.51
|
1.57
|
9.20
|
0.88
|
1.83
|
10.40
|
17.07
|
|
|
|
|
| UTI Retirement Fund |
0.77
|
0.67
|
3.34
|
-1.21
|
-0.33
|
2.78
|
10.50
|
10.26
|
9.75
|
9.37
|
7.16
|
| PGIM India Retirement Fund |
1.38
|
1.47
|
10.94
|
1.55
|
-2.24
|
3.70
|
|
|
|
|
|
| Axis Retirement Fund - Aggressive Plan |
1.23
|
0.95
|
6.54
|
-1.63
|
-3.42
|
1.01
|
12.60
|
8.77
|
|
|
|
| Axis Retirement Fund - Dynamic Plan |
1.32
|
0.95
|
7.46
|
-1.59
|
-3.87
|
1.59
|
13.01
|
9.96
|
|
|
|
| Axis Retirement Fund - Conservative Plan |
0.74
|
0.63
|
2.98
|
-1.61
|
-1.80
|
-0.37
|
8.28
|
6.42
|
|
|
|
| Nifty 500 Total Return Index |
1.43
|
1.15
|
9.17
|
-1.18
|
-1.40
|
6.37
|
15.56
|
14.24
|
14.69
|
14.78
|
12.84
|
As On: 06 May 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund - The 30s Plan |
1.45
|
1.97
|
12.21
|
3.96
|
4.90
|
18.10
|
19.10
|
13.56
|
12.96
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 40s Plan |
1.13
|
0.94
|
6.58
|
-0.15
|
-0.60
|
7.34
|
15.20
|
11.09
|
11.16
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plan |
0.61
|
0.70
|
3.04
|
0.82
|
1.46
|
6.33
|
9.50
|
7.13
|
7.26
|
|
|
| Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan |
0.31
|
0.33
|
1.06
|
0.89
|
1.56
|
3.49
|
5.97
|
5.18
|
5.59
|
|
|
| Baroda BNP Paribas Retirement Fund |
1.06
|
1.33
|
7.66
|
0.19
|
0.35
|
8.14
|
|
|
|
|
|
| Franklin India Retirement Fund |
0.52
|
0.43
|
2.75
|
-1.16
|
-1.56
|
2.23
|
9.95
|
8.31
|
8.77
|
8.74
|
|
| Hdfc Retirement Savings Fund - Equity Plan |
1.33
|
0.82
|
6.15
|
-4.55
|
-4.46
|
1.07
|
14.93
|
17.35
|
17.87
|
17.31
|
|
| Hdfc Retirement Savings Fund - Hybrid - Equity Plan |
1.11
|
0.74
|
4.81
|
-4.03
|
-3.91
|
1.18
|
12.11
|
12.79
|
13.67
|
14.48
|
|
| Hdfc Retirement Savings Fund - Hybrid - Debt Plan |
0.67
|
0.38
|
2.17
|
-0.78
|
-0.22
|
2.70
|
8.27
|
8.14
|
8.79
|
8.98
|
|
| Icici Prudential Retirement Fund - Pure Equity Plan |
0.94
|
0.73
|
10.44
|
2.83
|
3.88
|
20.55
|
26.50
|
24.20
|
20.74
|
|
|
| Icici Prudential Retirement Fund - Hybrid Aggressive Plan |
1.16
|
1.02
|
7.93
|
1.73
|
3.27
|
16.82
|
22.73
|
18.05
|
16.72
|
|
|
| Icici Prudential Retirement Fund - Hybrid Conservative Plan |
0.60
|
0.59
|
2.47
|
0.54
|
2.65
|
8.83
|
11.89
|
9.36
|
9.91
|
|
|
| Icici Prudential Retirement Fund - Pure Debt Plan |
0.34
|
0.38
|
1.15
|
1.11
|
1.78
|
3.87
|
6.84
|
6.02
|
7.49
|
|
|
| Bandhan Retirement Fund |
0.90
|
0.55
|
5.80
|
-0.97
|
-0.72
|
4.67
|
|
|
|
|
|
| Nippon India Retirement Fund - Wealth Creation Scheme |
1.53
|
1.20
|
8.73
|
-0.59
|
-1.21
|
6.08
|
17.39
|
15.76
|
12.60
|
12.89
|
|
| Nippon India Retirement Fund- Income Generation Scheme |
0.86
|
0.61
|
2.80
|
-0.30
|
-0.63
|
-0.10
|
7.59
|
7.02
|
7.88
|
8.04
|
|
| SBI Retirement Benefit Fund Aggressive Hybrid Plan |
1.11
|
0.98
|
7.22
|
-0.85
|
-0.40
|
7.40
|
12.50
|
14.05
|
|
|
|
| SBI Retirement Benefit Fund Aggressive Plan |
1.21
|
0.98
|
8.80
|
-1.40
|
-2.14
|
4.81
|
12.26
|
14.86
|
|
|
|
| SBI Retirement Benefit Fund Conservative Hybrid Plan |
0.71
|
0.58
|
4.33
|
-0.32
|
-0.31
|
2.49
|
8.53
|
9.14
|
|
|
|
| SBI Retirement Benefit Fund Conservative Plan |
0.65
|
0.48
|
3.10
|
0.02
|
0.12
|
1.83
|
7.35
|
7.41
|
|
|
|
| Tata Retirement Savings Fund-Conservative Plan |
0.58
|
0.63
|
4.38
|
1.62
|
1.61
|
5.08
|
9.19
|
7.68
|
8.50
|
9.09
|
|
| Tata Retirement Savings Fund-Moderate Plan |
0.83
|
0.84
|
10.58
|
3.10
|
2.02
|
8.22
|
15.98
|
13.30
|
13.46
|
14.06
|
|
| Tata Retirement Savings Fund-Progressive Plan |
0.93
|
0.97
|
12.20
|
3.57
|
2.29
|
8.51
|
17.31
|
13.90
|
14.35
|
15.26
|
|
| Union Retirement Fund |
1.49
|
1.56
|
9.27
|
1.13
|
2.41
|
11.78
|
18.59
|
|
|
|
|
| UTI Retirement Fund |
0.78
|
0.68
|
3.38
|
-1.08
|
-0.06
|
3.37
|
11.19
|
10.98
|
10.47
|
10.06
|
|
| PGIM India Retirement Fund |
1.33
|
1.42
|
11.05
|
1.93
|
-1.46
|
5.37
|
|
|
|
|
|
| Axis Retirement Fund - Aggressive Plan |
1.22
|
0.96
|
6.64
|
-1.29
|
-2.83
|
2.26
|
14.10
|
10.36
|
|
|
|
| Axis Retirement Fund - Dynamic Plan |
1.34
|
1.00
|
7.62
|
-1.26
|
-3.24
|
2.82
|
14.50
|
11.63
|
|
|
|
| Axis Retirement Fund - Conservative Plan |
0.74
|
0.64
|
3.05
|
-1.39
|
-1.36
|
0.66
|
9.66
|
7.97
|
|
|
|
| Nifty 500 Total Return Index |
1.43
|
1.15
|
9.17
|
-1.18
|
-1.40
|
6.37
|
15.56
|
14.24
|
14.69
|
14.78
|
12.84
|
As On: 06 May 2026
As On: 06 May 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
|