Best Retirement Mutual Funds (November 2024 )

Best Retirement Mutual Funds November 2024

The average 1 year return of Retirement Mutual Funds is 15.89 % for regular funds and 17.25 % for direct funds. The average 3 year return is 11.93 % for regular funds and 13.26 % for direct funds. The average 1 year SIP return is 10.59 % for regular funds and 11.89 % for direct funds. The average 3 year SIP return is 13.58 % for regular funds and 14.89 % for direct funds. The average Sharpe Ratio is 0.39 and the average Standard Deviation is 7.85%.

Find the best Retirement Mutual Funds for November 2024. Dive into detailed performance metrics, historical data, and comprehensive insights to help you make informed investment decisions.

Ranked On: 29 November 2024

Fund Name	BMSMONEY Rank	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
Icici Prudential Retirement Fund - Pure…	1	27.24%	21.54%	23.38%	%	%	29.10%	23.26%	25.19%	%	%	13.21%	-8.89%	-15.39%	5.72%	0.90	0.53	0.99
Icici Prudential Retirement Fund - Hybr…	2	24.36%	17.76%	18.19%	%	%	26.31%	19.45%	19.97%	%	%	11.73%	-9.08%	-12.62%	%		0.46	0.89
Hdfc Retirement Savings Fund - Equity P…	3	20.19%	19.97%	23.57%	16.11%	%	21.55%	21.38%	25.07%	17.60%	%	11.06%	-7.05%	-13.03%	6.85%	0.80	0.61	1.13
Nippon India Retirement Fund - Wealth C…	4	22.58%	18.03%	16.60%	10.99%	%	23.77%	19.21%	17.79%	12.10%	%	13.56%	-12.46%	-17.51%	1.72%	0.99	0.40	0.78
Tata Retirement Savings Fund-Moderate P…	5	20.96%	14.37%	15.21%	11.45%	13.19%	22.68%	16.01%	16.89%	13.05%	14.77%	10.23%	-11.08%	-11.43%	%		0.34	0.66
Tata Retirement Savings Fund-Progressiv…	6	23.61%	15.52%	16.20%	12.16%	14.14%	25.44%	17.27%	17.99%	13.88%	15.89%	12.08%	-13.71%	-14.86%	2.13%	0.82	0.33	0.63
Hdfc Retirement Savings Fund - Hybrid -…	7	15.85%	14.90%	17.08%	12.94%	%	17.22%	16.30%	18.52%	14.40%	%	8.52%	-6.51%	-7.62%	%		0.47	0.89
Uti Retirement Fund	8	15.58%	12.35%	13.46%	9.09%	9.64%	16.33%	13.11%	14.23%	9.79%	10.33%	5.61%	-3.36%	-5.41%	%		0.45	0.90
Sbi Retirement Benefit Fund Aggressive …	9	13.14%	15.79%	%	%	%	14.44%	17.24%	%	%	%	11.84%	-7.76%	-13.03%	2.25%	0.83	0.39	0.73
Axis Retirement Savings Fund - Dynamic …	10	26.19%	12.40%	%	%	%	27.88%	14.18%	%	%	%	11.73%	-13.83%	-15.20%	%		0.21	0.41
Sbi Retirement Benefit Fund Aggressive …	11	12.60%	14.07%	%	%	%	13.81%	15.36%	%	%	%	9.66%	-6.34%	-11.38%	%		0.39	0.73
Aditya Birla Sun Life Retirement Fund -…	12	20.35%	13.66%	13.20%	%	%	21.99%	15.27%	14.93%	%	%	12.49%	-11.02%	-14.95%	-0.57%	0.88	0.26	0.48
Aditya Birla Sun Life Retirement Fund -…	13	19.37%	12.61%	12.28%	%	%	21.05%	14.21%	13.93%	%	%	10.12%	-9.25%	-11.58%	%		0.22	0.42
Franklin India Pension Plan	14	13.34%	10.20%	9.61%	8.23%	8.61%	14.21%	11.05%	10.45%	9.06%	9.44%	5.46%	-4.92%	-5.89%	%		0.26	0.54
Sbi Retirement Benefit Fund Conservativ…	15	10.44%	10.17%	%	%	%	11.02%	10.81%	%	%	%	5.28%	-3.37%	-4.93%	%		0.29	0.59
Axis Retirement Savings Fund - Aggressi…	16	20.99%	10.64%	%	%	%	22.60%	12.30%	%	%	%	11.64%	-15.04%	-15.69%	%		0.15	0.28
Icici Prudential Retirement Fund - Hybr…	17	10.86%	8.89%	9.04%	%	%	11.97%	9.99%	10.42%	%	%	4.26%	-3.46%	-4.47%	%		0.20	0.44
Sbi Retirement Benefit Fund Conservativ…	18	9.51%	8.53%	%	%	%	10.02%	9.06%	%	%	%	3.16%	-1.88%	-2.47%	%		0.23	0.48
Nippon India Retirement Fund- Income Ge…	19	12.03%	7.88%	7.72%	7.14%	%	13.19%	9.05%	8.97%	8.38%	%	4.68%	-5.63%	-4.56%	%		0.06	0.13
Hdfc Retirement Savings Fund - Hybrid -…	20	10.54%	8.33%	8.81%	7.40%	%	11.79%	9.60%	10.09%	8.70%	%	3.42%	-2.44%	-2.88%	%		0.17	0.35
Axis Retirement Savings Fund - Conserva…	21	12.49%	7.01%	%	%	%	14.04%	8.67%	%	%	%	5.85%	-6.60%	-6.54%	%		0.05	0.10
Tata Retirement Savings Fund-Conservati…	22	10.55%	7.44%	8.17%	7.02%	8.16%	11.90%	8.72%	9.46%	8.35%	9.56%	4.12%	-4.47%	-4.33%	%		0.06	0.12
Aditya Birla Sun Life Retirement Fund -…	23	9.72%	6.83%	6.03%	%	%	11.19%	8.25%	7.48%	%	%	3.73%	-3.82%	-3.55%	%		0.00	-0.02
Icici Prudential Retirement Fund - Pure…	24	7.25%	5.34%	5.83%	%	%	8.38%	6.35%	7.14%	%	%	1.23%	-0.64%	-0.93%	%		-0.38	-1.29
Aditya Birla Sun Life Retirement Fund -…	25	6.05%	4.03%	4.07%	%	%	7.30%	5.32%	5.40%	%	%	1.61%	-1.99%	-2.14%	%		-0.47	-1.71

Return Calculated On: 24 December 2024

Ratios Calculated On: 29 November 2024

Performance Indicators

Select Parameter:

LumpSum Investment Value Chart

SIP vs Lumpsum Investment (R) Chart

Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

SIP vs Lumpsum Investment (D) Chart

Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

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}
Fund Name	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP
Aditya Birla Sun Life Retirement Fund - The 30s Plan	14,442.00	12,880.40	52,862.40	46,362.10	111,552.00	88,768.02
Aditya Birla Sun Life Retirement Fund - The 40s Plan	14,324.40	13,103.69	51,404.40	45,630.32	107,046.00	85,736.34
Aditya Birla Sun Life Retirement Fund - The 50s Plan	13,166.40	12,535.99	43,887.60	40,138.24	80,388.00	70,426.08
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan	12,726.00	12,375.83	40,532.40	37,872.90	73,248.00	65,811.12
Baroda BNP Paribas Retirement Fund
Franklin India Pension Plan	13,600.80	12,644.40	48,178.80	42,365.09	94,914.00	78,289.74	146,143.20	119,355.60	274,068.00	192,119.16	712,674.00	392,187.60
Hdfc Retirement Savings Fund - Equity Plan	14,422.80	12,688.36	62,157.60	49,073.36	172,884.00	110,868.24	239,022.00	181,909.90
Hdfc Retirement Savings Fund - Hybrid - Equity Plan	13,902.00	12,582.91	54,601.20	45,527.65	131,994.00	93,338.70	196,870.80	149,185.68
Hdfc Retirement Savings Fund - Hybrid - Debt Plan	13,264.80	12,499.10	45,759.60	40,607.35	91,506.00	74,540.52	138,482.40	113,546.50
Icici Prudential Retirement Fund - Pure Equity Plan	15,268.80	12,848.63	64,641.60	52,171.88	171,516.00	118,019.64
Icici Prudential Retirement Fund - Hybrid Aggressive Plan	14,923.20	12,771.53	58,795.20	49,465.62	138,372.00	101,273.10
Icici Prudential Retirement Fund - Hybrid Conservative Plan	13,303.20	12,500.30	46,483.20	41,449.72	92,502.00	75,684.00
Icici Prudential Retirement Fund - Pure Debt Plan	12,870.00	12,455.89	42,084.00	38,531.56	79,632.00	68,021.34
Bandhan Retirement Fund	13,672.80	12,474.20
Nippon India Retirement Fund - Wealth Creation Scheme	14,709.60	12,886.66	59,191.20	49,653.79	129,318.00	103,833.18	174,308.40	156,280.82
Nippon India Retirement Fund- Income Generation Scheme	13,443.60	12,586.07	45,198.00	40,833.11	87,030.00	73,327.26	136,155.60	111,268.08
SBI Retirement Benefit Fund Aggressive Hybrid Plan	13,512.00	12,362.60	53,434.80	44,025.48
SBI Retirement Benefit Fund Aggressive Plan	13,576.80	12,307.64	55,886.40	45,119.81
SBI Retirement Benefit Fund Conservative Hybrid Plan	13,252.80	12,424.02	48,142.80	41,467.54
SBI Retirement Benefit Fund Conservative Plan	13,141.20	12,467.76	46,026.00	40,326.34
Tata Retirement Savings Fund-Conservative Plan	13,266.00	12,552.73	44,650.80	40,670.42	88,842.00	73,557.42	135,063.60	111,633.23	262,860.00	178,851.84
Tata Retirement Savings Fund-Moderate Plan	14,515.20	13,143.73	53,856.00	47,334.56	121,788.00	92,646.78	179,424.00	144,912.26	414,396.00	250,142.64
Tata Retirement Savings Fund-Progressive Plan	14,833.20	13,231.27	55,497.60	49,034.99	127,122.00	96,878.16	187,555.20	152,284.19	450,336.00	268,345.32
Union Retirement Fund	14,307.60	12,711.72
UTI Retirement Fund	13,869.60	12,742.58	51,058.80	43,507.98	112,806.00	84,724.02	154,467.60	129,506.08	301,212.00	209,880.00	398,178.00	367,795.08
PGIM India Retirement Fund
Axis Retirement Savings Fund - Aggressive Plan	14,518.80	12,825.48	48,758.40	45,393.98
Axis Retirement Savings Fund - Dynamic Plan	15,142.80	13,153.02	51,120.00	47,092.36
Axis Retirement Savings Fund - Conservative Plan	13,498.80	12,472.63	44,114.40	41,076.43

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}
Fund Name	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP
Aditya Birla Sun Life Retirement Fund - The 30s Plan	14,638.80	12,977.06	55,141.20	47,424.56	120,294.00	92,483.46
Aditya Birla Sun Life Retirement Fund - The 40s Plan	14,526.00	13,205.29	53,632.80	46,690.02	115,182.00	89,265.72
Aditya Birla Sun Life Retirement Fund - The 50s Plan	13,342.80	12,627.48	45,658.80	40,987.80	86,040.00	72,974.16
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan	12,876.00	12,455.99	42,051.60	38,587.75	78,042.00	67,987.62
Baroda BNP Paribas Retirement Fund
Franklin India Pension Plan	13,705.20	12,698.38	49,305.60	42,893.14	98,622.00	79,964.22	154,131.60	122,970.96	295,656.00	200,648.40
Hdfc Retirement Savings Fund - Equity Plan	14,586.00	12,767.40	64,386.00	50,040.25	183,594.00	114,991.80	261,307.20	191,516.81
Hdfc Retirement Savings Fund - Hybrid - Equity Plan	14,066.40	12,665.18	56,620.80	46,438.56	140,328.00	96,740.88	215,401.20	156,954.00
Hdfc Retirement Savings Fund - Hybrid - Debt Plan	13,414.80	12,576.01	47,401.20	41,357.81	97,008.00	76,963.08	150,645.60	118,830.77
Icici Prudential Retirement Fund - Pure Equity Plan	15,492.00	12,952.66	67,417.20	53,423.10	184,476.00	123,199.62
Icici Prudential Retirement Fund - Hybrid Aggressive Plan	15,157.20	12,880.32	61,354.80	50,679.25	149,106.00	105,693.12
Icici Prudential Retirement Fund - Hybrid Conservative Plan	13,436.40	12,572.80	47,905.20	42,146.60	98,490.00	78,044.22
Icici Prudential Retirement Fund - Pure Debt Plan	13,005.60	12,526.60	43,304.40	39,131.17	84,708.00	69,999.18
Bandhan Retirement Fund	13,905.60	12,590.28
Nippon India Retirement Fund - Wealth Creation Scheme	14,852.40	12,956.76	60,980.40	50,477.40	136,044.00	106,961.34	186,824.40	162,674.57
Nippon India Retirement Fund- Income Generation Scheme	13,582.80	12,658.98	46,688.40	41,526.61	92,208.00	75,556.56	147,529.20	116,188.46
SBI Retirement Benefit Fund Aggressive Hybrid Plan	13,657.20	12,435.76	55,274.40	44,826.26
SBI Retirement Benefit Fund Aggressive Plan	13,732.80	12,385.64	58,017.60	46,030.36
SBI Retirement Benefit Fund Conservative Hybrid Plan	13,322.40	12,459.54	48,978.00	41,828.22
SBI Retirement Benefit Fund Conservative Plan	13,202.40	12,499.36	46,692.00	40,632.70
Tata Retirement Savings Fund-Conservative Plan	13,428.00	12,636.55	46,260.00	41,444.53	94,278.00	75,959.46	147,235.20	116,900.20	299,124.00	191,961.84
Tata Retirement Savings Fund-Moderate Plan	14,721.60	13,247.92	56,206.80	48,453.98	130,908.00	96,532.92	198,265.20	153,582.66	475,884.00	272,158.32
Tata Retirement Savings Fund-Progressive Plan	15,052.80	13,340.81	58,050.00	50,257.73	137,208.00	101,199.18	208,664.40	162,035.33	524,352.00	294,153.72
Union Retirement Fund	14,479.20	12,800.24
UTI Retirement Fund	13,959.60	12,788.09	52,092.00	43,973.53	116,670.00	86,340.96	161,557.20	132,932.27	320,820.00	217,835.16
PGIM India Retirement Fund
Axis Retirement Savings Fund - Aggressive Plan	14,712.00	12,920.86	50,983.20	46,454.29
Axis Retirement Savings Fund - Dynamic Plan	15,345.60	13,249.46	53,586.00	48,242.16
Axis Retirement Savings Fund - Conservative Plan	13,684.80	12,568.91	46,198.80	42,051.46

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	-11.02	-7.11	12.49	8.51
Aditya Birla Sun Life Retirement Fund - The 40s Plan	-11.58	-9.25	-4.69	10.12	6.92
Aditya Birla Sun Life Retirement Fund - The 50s Plan	-3.55	-3.82	-1.42	3.73	2.70
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan	-2.14	-1.99	-0.76	1.61	1.29
Franklin India Pension Plan	-5.89	-4.92	-2.26	5.46	3.90
Hdfc Retirement Savings Fund - Equity Plan	-13.03	-7.05	-3.73	11.06	7.81
Hdfc Retirement Savings Fund - Hybrid - Equity Plan	-7.62	-6.51	-3.13	8.52	5.93
Hdfc Retirement Savings Fund - Hybrid - Debt Plan	-2.88	-2.44	-1.07	3.42	2.39
Icici Prudential Retirement Fund - Pure Equity Plan	-15.39	-8.89	-4.63	13.21	9.25
Icici Prudential Retirement Fund - Hybrid Aggressive Plan	-12.62	-9.08	-5.31	11.73	8.31
Icici Prudential Retirement Fund - Hybrid Conservative Plan	-4.47	-3.46	-1.66	4.26	3.12
Icici Prudential Retirement Fund - Pure Debt Plan	-0.93	-0.64	-0.64	1.23	0.98
Nippon India Retirement Fund - Wealth Creation Scheme	-17.51	-12.46	-6.32	13.56	9.65
Nippon India Retirement Fund- Income Generation Scheme	-4.56	-5.63	-1.86	4.68	3.31
Sbi Retirement Benefit Fund Aggressive Hybrid Plan	-11.38	-6.34	-2.98	9.66	6.61
Sbi Retirement Benefit Fund Aggressive Plan	-13.03	-7.76	-3.34	11.84	8.03
Sbi Retirement Benefit Fund Conservative Hybrid Plan	-4.93	-3.37	-1.72	5.28	3.63
Sbi Retirement Benefit Fund Conservative Plan	-2.47	-1.88	-0.71	3.16	2.20
Tata Retirement Savings Fund-Conservative Plan	-4.33	-4.47	-1.99	4.12	2.94
Tata Retirement Savings Fund-Moderate Plan	-11.43	-11.08	-4.36	10.23	7.09
Tata Retirement Savings Fund-Progressive Plan	-14.86	-13.71	-5.12	12.08	8.45
Uti Retirement Fund	-5.41	-3.36	-1.93	5.61	4.05
Axis Retirement Savings Fund - Aggressive Plan	-15.69	-15.04	-7.29	11.64	8.07
Axis Retirement Savings Fund - Dynamic Plan	-15.20	-13.83	-5.26	11.73	8.05
Axis Retirement Savings Fund - Conservative Plan	-6.54	-6.60	-2.19	5.85	4.30

Fund Name	Sharpe Ratio	Sortino Ratio	Sterling ratio	Hurst Index	Jensen’s Alpha	Beta	R²	Modigliani² Measure	Active Return
Aditya Birla Sun Life Retirement Fund - The 30s Plan	0.48	0.26	0.63	0.38	-0.57	0.88	0.91	1.15	-2.3100
Aditya Birla Sun Life Retirement Fund - The 40s Plan	0.42	0.22	0.59	0.38
Aditya Birla Sun Life Retirement Fund - The 50s Plan	-0.02	0.00	0.49	0.38
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan	-1.71	-0.47	0.33	0.41
Franklin India Pension Plan	0.54	0.26	0.67	0.37
Hdfc Retirement Savings Fund - Equity Plan	1.13	0.61	1.18	0.39	6.85	0.80	0.94	1.82	3.6100
Hdfc Retirement Savings Fund - Hybrid - Equity Plan	0.89	0.47	0.90	0.39
Hdfc Retirement Savings Fund - Hybrid - Debt Plan	0.35	0.17	0.65	0.33
Icici Prudential Retirement Fund - Pure Equity Plan	0.99	0.53	1.09	0.39	5.72	0.90	0.84	1.67	4.1300
Icici Prudential Retirement Fund - Hybrid Aggressive Plan	0.89	0.46	0.94	0.38
Icici Prudential Retirement Fund - Hybrid Conservative Plan	0.44	0.20	0.66	0.39
Icici Prudential Retirement Fund - Pure Debt Plan	-1.29	-0.38	0.48	0.42
Nippon India Retirement Fund - Wealth Creation Scheme	0.78	0.40	0.80	0.37	1.72	0.99	0.96	1.46	1.4900
Nippon India Retirement Fund- Income Generation Scheme	0.13	0.06	0.48	0.37
Sbi Retirement Benefit Fund Aggressive Hybrid Plan	0.73	0.39	0.88	0.41
Sbi Retirement Benefit Fund Aggressive Plan	0.73	0.39	0.90	0.42	2.25	0.83	0.89	1.41	-0.5000
Sbi Retirement Benefit Fund Conservative Hybrid Plan	0.59	0.29	0.76	0.41
Sbi Retirement Benefit Fund Conservative Plan	0.48	0.23	0.71	0.40
Tata Retirement Savings Fund-Conservative Plan	0.12	0.06	0.51	0.35
Tata Retirement Savings Fund-Moderate Plan	0.66	0.34	0.67	0.36
Tata Retirement Savings Fund-Progressive Plan	0.63	0.33	0.63	0.37	2.13	0.82	0.83	1.30	-0.5700
Uti Retirement Fund	0.90	0.45	0.91	0.36
Axis Retirement Savings Fund - Aggressive Plan	0.28	0.15	0.41	0.41
Axis Retirement Savings Fund - Dynamic Plan	0.41	0.21	0.50	0.40
Axis Retirement Savings Fund - Conservative Plan	0.10	0.05	0.45	0.34

As On: 24 December 2024

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y
Aditya Birla Sun Life Retirement Fund - The 30s Plan	0.05%	-2.57%	-0.46%	-5.96%	3.95%	20.35%	13.66%	13.20%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 40s Plan	0.53%	0.18%	2.18%	-1.42%	6.87%	19.37%	12.61%	12.28%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50s Plan	-0.01%	-0.76%	0.17%	-0.58%	3.73%	9.72%	6.83%	6.03%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan	-0.01%	-0.08%	0.36%	1.03%	2.95%	6.05%	4.03%	4.07%	%	%	%
Baroda BNP Paribas Retirement Fund	-0.02%	-2.17%	0.49%	-3.26%	5.40%	%	%	%	%	%	%
Franklin India Pension Plan	-0.01%	-0.82%	0.37%	-1.08%	3.95%	13.34%	10.20%	9.61%	8.23%	8.61%	9.61%
Hdfc Retirement Savings Fund - Equity Plan	0.21%	-2.14%	-0.33%	-6.60%	1.77%	20.19%	19.97%	23.57%	16.11%	%	%
Hdfc Retirement Savings Fund - Hybrid - Equity Plan	0.01%	-1.96%	-0.43%	-4.97%	2.08%	15.85%	14.90%	17.08%	12.94%	%	%
Hdfc Retirement Savings Fund - Hybrid - Debt Plan	0.03%	-0.68%	0.24%	-0.99%	3.11%	10.54%	8.33%	8.81%	7.40%	%	%
Icici Prudential Retirement Fund - Pure Equity Plan	0.10%	-3.24%	-0.23%	-5.81%	1.76%	27.24%	21.54%	23.38%	%	%	%
Icici Prudential Retirement Fund - Hybrid Aggressive Plan	0.08%	-2.48%	0.41%	-4.87%	0.83%	24.36%	17.76%	18.19%	%	%	%
Icici Prudential Retirement Fund - Hybrid Conservative Plan	0.00%	-0.60%	0.16%	-0.58%	3.05%	10.86%	8.89%	9.04%	%	%	%
Icici Prudential Retirement Fund - Pure Debt Plan	0.00%	0.03%	0.43%	1.39%	3.56%	7.25%	5.34%	5.83%	%	%	%
Bandhan Retirement Fund	0.10%	-1.32%	0.01%	-4.49%	1.13%	13.94%	%	%	%	%	%
Nippon India Retirement Fund - Wealth Creation Scheme	-0.05%	-3.38%	-0.35%	-6.08%	3.34%	22.58%	18.03%	16.60%	10.99%	%	%
Nippon India Retirement Fund- Income Generation Scheme	-0.13%	-0.75%	0.55%	-0.77%	3.46%	12.03%	7.88%	7.72%	7.14%	%	%
SBI Retirement Benefit Fund Aggressive Hybrid Plan	-0.11%	-2.56%	-2.42%	-6.83%	-1.36%	12.60%	14.07%	%	%	%	%
SBI Retirement Benefit Fund Aggressive Plan	-0.12%	-3.25%	-2.99%	-8.40%	-2.68%	13.14%	15.79%	%	%	%	%
SBI Retirement Benefit Fund Conservative Hybrid Plan	-0.05%	-1.34%	-0.82%	-2.87%	1.14%	10.44%	10.17%	%	%	%	%
SBI Retirement Benefit Fund Conservative Plan	-0.05%	-0.79%	-0.12%	-0.95%	2.51%	9.51%	8.53%	%	%	%	%
Tata Retirement Savings Fund-Conservative Plan	0.03%	-0.98%	0.57%	-1.14%	3.05%	10.55%	7.44%	8.17%	7.02%	8.16%	%
Tata Retirement Savings Fund-Moderate Plan	0.11%	-2.16%	1.65%	-3.15%	5.58%	20.96%	14.37%	15.21%	11.45%	13.19%	%
Tata Retirement Savings Fund-Progressive Plan	0.14%	-2.61%	2.23%	-4.38%	5.37%	23.61%	15.52%	16.20%	12.16%	14.14%	%
Union Retirement Fund	0.00%	-3.00%	0.00%	-6.52%	2.29%	19.23%	%	%	%	%	%
UTI Retirement Fund	0.00%	-1.13%	0.27%	-1.94%	4.45%	15.58%	12.35%	13.46%	9.09%	9.64%	5.44%
PGIM India Retirement Fund	0.43%	-2.34%	1.47%	-4.72%	6.17%	%	%	%	%	%	%
Axis Retirement Savings Fund - Aggressive Plan	0.00%	-2.43%	-0.61%	-5.75%	3.86%	20.99%	10.64%	%	%	%	%
Axis Retirement Savings Fund - Dynamic Plan	-0.15%	-2.39%	0.00%	-5.04%	6.52%	26.19%	12.40%	%	%	%	%
Axis Retirement Savings Fund - Conservative Plan	-0.19%	-0.96%	-0.44%	-2.93%	3.16%	12.49%	7.01%	%	%	%	%

As On: 24 December 2024

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y
Aditya Birla Sun Life Retirement Fund - The 30s Plan	0.06%	-2.55%	-0.36%	-5.65%	4.64%	21.99%	15.27%	14.93%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 40s Plan	0.53%	0.21%	2.28%	-1.08%	7.61%	21.05%	14.21%	13.93%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50s Plan	-0.01%	-0.74%	0.27%	-0.25%	4.42%	11.19%	8.25%	7.48%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan	-0.01%	-0.06%	0.46%	1.34%	3.59%	7.30%	5.32%	5.40%	%	%	%
Baroda BNP Paribas Retirement Fund	-0.02%	-2.13%	0.65%	-2.78%	6.46%	%	%	%	%	%	%
Franklin India Pension Plan	-0.01%	-0.81%	0.43%	-0.89%	4.36%	14.21%	11.05%	10.45%	9.06%	9.44%	%
Hdfc Retirement Savings Fund - Equity Plan	0.21%	-2.12%	-0.24%	-6.35%	2.33%	21.55%	21.38%	25.07%	17.60%	%	%
Hdfc Retirement Savings Fund - Hybrid - Equity Plan	0.01%	-1.94%	-0.34%	-4.69%	2.68%	17.22%	16.30%	18.52%	14.40%	%	%
Hdfc Retirement Savings Fund - Hybrid - Debt Plan	0.03%	-0.66%	0.33%	-0.71%	3.68%	11.79%	9.60%	10.09%	8.70%	%	%
Icici Prudential Retirement Fund - Pure Equity Plan	0.09%	-3.23%	-0.12%	-5.50%	2.46%	29.10%	23.26%	25.19%	%	%	%
Icici Prudential Retirement Fund - Hybrid Aggressive Plan	0.07%	-2.44%	0.53%	-4.50%	1.60%	26.31%	19.45%	19.97%	%	%	%
Icici Prudential Retirement Fund - Hybrid Conservative Plan	0.00%	-0.58%	0.25%	-0.31%	3.62%	11.97%	9.99%	10.42%	%	%	%
Icici Prudential Retirement Fund - Pure Debt Plan	0.00%	0.05%	0.51%	1.63%	4.09%	8.38%	6.35%	7.14%	%	%	%
Bandhan Retirement Fund	0.11%	-1.29%	0.15%	-4.10%	1.98%	15.88%	%	%	%	%	%
Nippon India Retirement Fund - Wealth Creation Scheme	-0.05%	-3.36%	-0.27%	-5.85%	3.84%	23.77%	19.21%	17.79%	12.10%	%	%
Nippon India Retirement Fund- Income Generation Scheme	-0.13%	-0.73%	0.64%	-0.51%	4.01%	13.19%	9.05%	8.97%	8.38%	%	%
SBI Retirement Benefit Fund Aggressive Hybrid Plan	-0.10%	-2.54%	-2.33%	-6.59%	-0.84%	13.81%	15.36%	%	%	%	%
SBI Retirement Benefit Fund Aggressive Plan	-0.12%	-3.23%	-2.91%	-8.14%	-2.13%	14.44%	17.24%	%	%	%	%
SBI Retirement Benefit Fund Conservative Hybrid Plan	-0.05%	-1.33%	-0.78%	-2.75%	1.40%	11.02%	10.81%	%	%	%	%
SBI Retirement Benefit Fund Conservative Plan	-0.05%	-0.78%	-0.08%	-0.84%	2.75%	10.02%	9.06%	%	%	%	%
Tata Retirement Savings Fund-Conservative Plan	0.03%	-0.96%	0.67%	-0.84%	3.67%	11.90%	8.72%	9.46%	8.35%	9.56%	%
Tata Retirement Savings Fund-Moderate Plan	0.12%	-2.14%	1.76%	-2.81%	6.32%	22.68%	16.01%	16.89%	13.05%	14.77%	%
Tata Retirement Savings Fund-Progressive Plan	0.14%	-2.58%	2.35%	-4.03%	6.14%	25.44%	17.27%	17.99%	13.88%	15.89%	%
Union Retirement Fund	0.00%	-2.96%	0.13%	-6.21%	2.95%	20.66%	%	%	%	%	%
UTI Retirement Fund	0.01%	-1.12%	0.32%	-1.79%	4.79%	16.33%	13.11%	14.23%	9.79%	10.33%	%
PGIM India Retirement Fund	0.34%	-2.39%	1.55%	-4.37%	7.06%	%	%	%	%	%	%
Axis Retirement Savings Fund - Aggressive Plan	0.00%	-2.40%	-0.51%	-5.42%	4.55%	22.60%	12.30%	%	%	%	%
Axis Retirement Savings Fund - Dynamic Plan	-0.14%	-2.34%	0.09%	-4.73%	7.24%	27.88%	14.18%	%	%	%	%
Axis Retirement Savings Fund - Conservative Plan	-0.18%	-0.93%	-0.33%	-2.59%	3.89%	14.04%	8.67%	%	%	%	%

As On: 24 December 2024

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year
Aditya Birla Sun Life Retirement Fund - The 30s Plan	13.84%	17.10%	15.65%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 40s Plan	17.43%	15.99%	14.24%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50s Plan	8.36%	7.18%	6.34%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan	5.84%	3.32%	3.65%	%	%	%
Baroda BNP Paribas Retirement Fund	%	%	%	%	%	%
Franklin India Pension Plan	10.08%	10.84%	10.57%	9.86%	9.10%	9.71%
Hdfc Retirement Savings Fund - Equity Plan	10.77%	21.15%	24.79%	21.67%	%	%
Hdfc Retirement Savings Fund - Hybrid - Equity Plan	9.10%	15.83%	17.69%	16.10%	%	%
Hdfc Retirement Savings Fund - Hybrid - Debt Plan	7.78%	7.96%	8.60%	8.46%	%	%
Icici Prudential Retirement Fund - Pure Equity Plan	13.33%	25.59%	27.41%	%	%	%
Icici Prudential Retirement Fund - Hybrid Aggressive Plan	12.10%	21.72%	21.04%	%	%	%
Icici Prudential Retirement Fund - Hybrid Conservative Plan	7.80%	9.35%	9.21%	%	%	%
Icici Prudential Retirement Fund - Pure Debt Plan	7.10%	4.45%	4.96%	%	%	%
Bandhan Retirement Fund	7.39%	%	%	%	%	%
Nippon India Retirement Fund - Wealth Creation Scheme	13.94%	22.00%	22.07%	17.41%	%	%
Nippon India Retirement Fund- Income Generation Scheme	9.15%	8.34%	7.95%	7.90%	%	%
SBI Retirement Benefit Fund Aggressive Hybrid Plan	5.63%	13.49%	%	%	%	%
SBI Retirement Benefit Fund Aggressive Plan	4.77%	15.20%	%	%	%	%
SBI Retirement Benefit Fund Conservative Hybrid Plan	6.60%	9.38%	%	%	%	%
SBI Retirement Benefit Fund Conservative Plan	7.29%	7.50%	%	%	%	%
Tata Retirement Savings Fund-Conservative Plan	8.63%	8.07%	8.07%	7.99%	7.74%	%
Tata Retirement Savings Fund-Moderate Plan	18.08%	18.57%	17.39%	15.29%	14.05%	%
Tata Retirement Savings Fund-Progressive Plan	19.50%	21.09%	19.22%	16.68%	15.36%	%
Union Retirement Fund	11.15%	%	%	%	%	%
UTI Retirement Fund	11.64%	12.67%	13.76%	12.14%	10.77%	8.95%
PGIM India Retirement Fund	%	%	%	%	%	%
Axis Retirement Savings Fund - Aggressive Plan	12.96%	15.62%	%	%	%	%
Axis Retirement Savings Fund - Dynamic Plan	18.23%	18.21%	%	%	%	%
Axis Retirement Savings Fund - Conservative Plan	7.36%	8.74%	%	%	%	%

As On: 24 December 2024

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year
Aditya Birla Sun Life Retirement Fund - The 30s Plan	15.39%	18.71%	17.32%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 40s Plan	19.08%	17.60%	15.87%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50s Plan	9.81%	8.59%	7.75%	%	%	%
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan	7.10%	4.55%	4.94%	%	%	%
Baroda BNP Paribas Retirement Fund	%	%	%	%	%	%
Franklin India Pension Plan	10.93%	11.69%	11.42%	10.69%	9.92%	%
Hdfc Retirement Savings Fund - Equity Plan	12.03%	22.56%	26.32%	23.12%	%	%
Hdfc Retirement Savings Fund - Hybrid - Equity Plan	10.41%	17.22%	19.16%	17.53%	%	%
Hdfc Retirement Savings Fund - Hybrid - Debt Plan	8.99%	9.20%	9.88%	9.74%	%	%
Icici Prudential Retirement Fund - Pure Equity Plan	15.00%	27.34%	29.21%	%	%	%
Icici Prudential Retirement Fund - Hybrid Aggressive Plan	13.84%	23.48%	22.81%	%	%	%
Icici Prudential Retirement Fund - Hybrid Conservative Plan	8.94%	10.49%	10.44%	%	%	%
Icici Prudential Retirement Fund - Pure Debt Plan	8.21%	5.48%	6.10%	%	%	%
Bandhan Retirement Fund	9.22%	%	%	%	%	%
Nippon India Retirement Fund - Wealth Creation Scheme	15.06%	23.19%	23.30%	18.53%	%	%
Nippon India Retirement Fund- Income Generation Scheme	10.31%	9.48%	9.15%	9.11%	%	%
SBI Retirement Benefit Fund Aggressive Hybrid Plan	6.78%	14.74%	%	%	%	%
SBI Retirement Benefit Fund Aggressive Plan	6.00%	16.60%	%	%	%	%
SBI Retirement Benefit Fund Conservative Hybrid Plan	7.16%	9.97%	%	%	%	%
SBI Retirement Benefit Fund Conservative Plan	7.78%	8.01%	%	%	%	%
Tata Retirement Savings Fund-Conservative Plan	9.95%	9.35%	9.36%	9.28%	9.08%	%
Tata Retirement Savings Fund-Moderate Plan	19.77%	20.24%	19.07%	16.92%	15.63%	%
Tata Retirement Savings Fund-Progressive Plan	21.29%	22.87%	21.01%	18.42%	17.07%	%
Union Retirement Fund	12.56%	%	%	%	%	%
UTI Retirement Fund	12.36%	13.41%	14.52%	12.87%	11.46%	%
PGIM India Retirement Fund	%	%	%	%	%	%
Axis Retirement Savings Fund - Aggressive Plan	14.49%	17.24%	%	%	%	%
Axis Retirement Savings Fund - Dynamic Plan	19.80%	19.93%	%	%	%	%
Axis Retirement Savings Fund - Conservative Plan	8.88%	10.34%	%	%	%	%

Retirement Mutual Funds