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Retirement Funds Mutual Funds
Find here some best Retirement Funds fund to invest
- Annual Returns 9.17%
- Average Risk Medium
- Total Funds 25
What is Retirement Funds Mutual Fund?
Retirement Mutual Funds are the open-ended schemes that are retirement solution oriented and have a lock-in period of five years or till one reaches the age of retirement, whichever is earlier. People looking for retirement saving options to invest in, may add these funds to their portfolio. The risk involved in these schemes may vary from low to high depending upon the scheme and the time left in retirement. You may select the right scheme for your portfolio considering your investment needs.
More
Top 5 Retirement Funds Funds for 2-3X Returns in 5 Yrs
Latest Recommendation By Team of ExpertsTop Performing Retirement Funds in India for High Returns
Returns
SIP Returns
Risk
Information
NAV Details
Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.
Select date points :
Submit| Fund Name | AUM (Cr.) | Fund Age | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
NIFTY 500 |
3.78% | 4.99% | -4.43% | -12.49% | -4.64% | 7.16% | 22.43% | 13.50% | 25.09% | 12.08% | |||
| 112.64 | 6 years | 2.15% | 3.78% | -4.68% | -6.5% | -4.69% | 11.42% | 18.91% | 11.74% | 15.58% | - | Invest | |
| 340.55 | 5 years | 1.54% | 3.66% | -5.92% | -10.92% | -6.35% | 10.03% | 21.14% | 12.6% | 15.48% | - | Invest | |
| 825.61 | 5 years | 1.69% | 3.99% | -3.16% | -9.26% | -3.27% | 9.54% | 20.65% | 11.3% | 15.76% | - | Invest | |
| 2061.76 | 13 years | 1.07% | 1.57% | -8.62% | -11.38% | -9.29% | 8.58% | 19.61% | 12.37% | 18.5% | 11.24% | Invest | |
| 373.4 | 6 years | 1.94% | 4.93% | -7.64% | -13.37% | -7.49% | 8.41% | 19.27% | 11.97% | 17.38% | - | Invest | |
| 5897.09 | 9 years | 2.16% | 3.56% | -4.74% | -11.36% | -5.11% | 8.29% | 23.42% | 18.6% | 30.23% | - | Invest | |
| 174.71 | 4 years | 0.72% | 1.89% | 0.93% | -0.35% | 0.81% | 7.89% | 10.25% | 8.56% | - | - | Invest | |
| 506.27 | 27 years | 0.8% | 1.62% | -1.7% | -2.72% | -1.93% | 7.89% | 13.18% | 9.91% | 11.51% | 7.95% | Invest | |
| 1551.16 | 9 years | 1.92% | 3.2% | -3.28% | -8.26% | -3.36% | 7.81% | 18.32% | 14.24% | 21.88% | - | Invest | |
| 3089.02 | 10 years | 1.68% | 4.26% | -7.42% | -13.21% | -7.53% | 7.78% | 25.32% | 15.99% | 25.06% | 10.52% | Invest | |
| 153.16 | 10 years | 0.55% | 1.53% | 0.03% | -1.25% | 0.14% | 7.6% | 10.81% | 8.11% | 8.21% | 7.06% | Invest | |
| 107.25 | 6 years | 0.34% | 0.97% | 2.04% | 3.36% | 1.91% | 7.6% | 7.09% | 5.97% | 6.19% | - | Invest | |
| 274.81 | 4 years | 1.01% | 2.41% | -0.4% | -3.59% | -0.55% | 7.55% | 12.3% | 9.87% | - | - | Invest | |
| 1979.06 | 13 years | 1.4% | 1.55% | -10.99% | -14.88% | -11.71% | 7.54% | 21.56% | 13.06% | 20% | 12.08% | Invest | |
| 158.67 | 9 years | 0.86% | 1.69% | -0.08% | -1.31% | -0.08% | 7.38% | 10.4% | 8.46% | 9.8% | - | Invest | |
| 1060.05 | 6 years | 0.75% | 2.81% | -6.79% | -12.16% | -6.51% | 7.32% | 30.46% | 18.7% | 30.69% | - | Invest | |
| 745.98 | 6 years | 0.66% | 2.63% | -5.76% | -10.42% | -5.46% | 7.26% | 26.14% | 16.14% | 22.74% | - | Invest | |
| 1479.6 | 4 years | 1.6% | 3.49% | -3.41% | -10.34% | -3.63% | 6.97% | 16.36% | 12.37% | - | - | Invest | |
| 76.01 | 6 years | 0.57% | 1.5% | -0.25% | -1.13% | -0.38% | 6.77% | 13.23% | 9% | 10.45% | - | Invest | |
| 170.96 | 1 years | 0.69% | 2.21% | -2.22% | -6.72% | -2.34% | 6.5% | - | - | - | - | Invest | |
| 173.39 | 13 years | 0.49% | 1.14% | -2.07% | -3.23% | -2.35% | 6.31% | 10.24% | 7.03% | 9.08% | 7.5% | Invest | |
| 2672.92 | 4 years | 1.98% | 4.27% | -4.56% | -12.89% | -4.69% | 6.2% | 18.16% | 13.8% | - | - | Invest | |
| 64.51 | 5 years | 1.19% | 2.37% | -0.6% | -4.05% | -0.74% | 6.15% | 13.21% | 6.92% | 10.48% | - | Invest | |
| 73.15 | 11 months | 1.58% | 4.79% | -6.73% | -10.62% | -6.97% | - | - | - | - | - | Invest | |
| 351.17 | 9 months | 1.07% | 2.32% | -5.54% | -8.66% | -5.67% | - | - | - | - | - | Invest |
| Fund Name | AUM (Cr.) | Risk | 6M | 1Y | 2Y | 3Y | 5Y | 10Y | From Launch | |
|---|---|---|---|---|---|---|---|---|---|---|
| 112.64 | Very High |
-1.46%
|
-0.7%
|
10.5%
|
12.46%
|
11.41%
|
-
|
11.24%
|
Invest | |
| 340.55 | Very High |
-2.41%
|
-2.93%
|
13.12%
|
14.65%
|
13.07%
|
-
|
13.13%
|
Invest | |
| 825.61 | Very High |
-0.9%
|
-1.07%
|
12.79%
|
14.16%
|
12.24%
|
-
|
12.32%
|
Invest | |
| 2061.76 | Very High |
-4.17%
|
-7.27%
|
8.87%
|
12.63%
|
12.96%
|
12.09%
|
13.36%
|
Invest | |
| 373.4 | Very High |
-3.47%
|
-7.63%
|
8.7%
|
12.07%
|
11.88%
|
-
|
11.81%
|
Invest | |
| 5897.09 | Very High |
-2.55%
|
-5.81%
|
10.96%
|
16.58%
|
20.68%
|
-
|
17.98%
|
Invest | |
| 174.71 | Moderately High |
0.85%
|
4.3%
|
7.59%
|
8.59%
|
-
|
-
|
8.28%
|
Invest | |
| 506.27 | High |
-0.16%
|
1.89%
|
9.06%
|
10.35%
|
9.69%
|
8.6%
|
10.67%
|
Invest | |
| 1551.16 | Very High |
-1.61%
|
-3.22%
|
8.99%
|
13.17%
|
15.03%
|
-
|
13.92%
|
Invest | |
| 3089.02 | Very High |
-3.57%
|
-8.25%
|
11.42%
|
16.23%
|
17.8%
|
12.78%
|
12.68%
|
Invest | |
| 153.16 | Moderately High |
0.53%
|
3.77%
|
8.04%
|
9.03%
|
7.82%
|
7.31%
|
7.3%
|
Invest | |
| 107.25 | Moderate |
1.82%
|
7.3%
|
7.13%
|
6.82%
|
5.8%
|
-
|
5.92%
|
Invest | |
| 274.81 | High |
-0.28%
|
0.55%
|
7.22%
|
9.27%
|
-
|
-
|
9.35%
|
Invest | |
| 1979.06 | Very High |
-5.61%
|
-11.12%
|
8.59%
|
13.21%
|
13.64%
|
12.92%
|
13.77%
|
Invest | |
| 158.67 | Moderately High |
0.37%
|
2.89%
|
7.3%
|
8.52%
|
8.31%
|
-
|
7.94%
|
Invest | |
| 1060.05 | Moderate |
-2.65%
|
-6.39%
|
16.22%
|
20.77%
|
23.17%
|
-
|
22.29%
|
Invest | |
| 745.98 | Very High |
-2.28%
|
-5.83%
|
13.98%
|
17.86%
|
17.77%
|
-
|
17.17%
|
Invest | |
| 1479.6 | Very High |
-2.98%
|
-7.41%
|
6.25%
|
10.5%
|
-
|
-
|
11.69%
|
Invest | |
| 76.01 | Moderately High |
0.29%
|
2.87%
|
8.56%
|
9.83%
|
8.85%
|
-
|
8.78%
|
Invest | |
| 170.96 | High |
-0.32%
|
-1.17%
|
-
|
-
|
-
|
-
|
5.21%
|
Invest | |
| 173.39 | Moderately High |
-0.65%
|
0.25%
|
6.32%
|
7.63%
|
7.12%
|
7.35%
|
8%
|
Invest | |
| 2672.92 | Very High |
-3.69%
|
-10.19%
|
5.87%
|
11.11%
|
-
|
-
|
12.7%
|
Invest | |
| 64.51 | High |
-0.22%
|
1.32%
|
8.29%
|
9.24%
|
8.28%
|
-
|
8.4%
|
Invest | |
| 73.15 | Very High |
-1.52%
|
-
|
-
|
-
|
-
|
-
|
-1.72%
|
Invest | |
| 351.17 | Very High |
-2.26%
|
-
|
-
|
-
|
-
|
-
|
-6.8%
|
Invest |
| Fund Name | Risk | Standard Deviation | Alpha | Beta | Sharpe Ratio | |
|---|---|---|---|---|---|---|
| Very High |
10.538%
|
-
|
-
|
0.42%
|
Invest | |
| Very High |
12.58%
|
-
|
-
|
0.305%
|
Invest | |
| Very High |
11.985%
|
-
|
-
|
0.274%
|
Invest | |
| Very High |
11.394%
|
-
|
-
|
0.447%
|
Invest | |
| Very High |
13.102%
|
-
|
-
|
0.392%
|
Invest | |
| Very High |
11.88%
|
-
|
-
|
0.874%
|
Invest | |
| Moderately High |
3.173%
|
-
|
-
|
0.604%
|
Invest | |
| High |
5.735%
|
-
|
-
|
0.445%
|
Invest | |
| Very High |
9.038%
|
-
|
-
|
0.727%
|
Invest | |
| Very High |
14.598%
|
-
|
-
|
0.564%
|
Invest | |
| Moderately High |
4.736%
|
-
|
-
|
0.178%
|
Invest | |
| Moderate |
1.051%
|
-
|
-
|
-
|
Invest | |
| High |
5.403%
|
-
|
-
|
0.563%
|
Invest | |
| Very High |
13.489%
|
-
|
-
|
0.431%
|
Invest | |
| Moderately High |
3.625%
|
-
|
-
|
0.336%
|
Invest | |
| Moderate |
14.435%
|
-
|
-
|
0.73%
|
Invest | |
| Very High |
12.703%
|
-
|
-
|
0.649%
|
Invest | |
| Very High |
10.043%
|
-
|
-
|
0.578%
|
Invest | |
| Moderately High |
4.266%
|
-
|
-
|
0.548%
|
Invest | |
| High |
-
|
-
|
-
|
-
|
Invest | |
| Moderately High |
4.475%
|
-
|
-
|
0.029%
|
Invest | |
| Very High |
12.293%
|
-
|
-
|
0.575%
|
Invest | |
| High |
5.742%
|
-
|
-
|
0.13%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest |
| Fund Name | Min SIP | Min Lumpsum | Expense Ratio | Fund Manager | Launch Date | |
|---|---|---|---|---|---|---|
|
₹1000
|
₹1000
|
2.38%
|
Dhaval Shah
|
11-Mar 2019
|
Invest | |
|
₹1000
|
₹5000
|
2.42%
|
Devang Shah
|
20-Dec 2019
|
Invest | |
|
₹1000
|
₹5000
|
2.27%
|
Devang Shah
|
20-Dec 2019
|
Invest | |
|
₹150
|
₹5000
|
2.01%
|
Murthy Nagarajan
|
01-Nov 2011
|
Invest | |
|
₹1000
|
₹1000
|
2.41%
|
Dhaval Shah
|
11-Mar 2019
|
Invest | |
|
₹100
|
₹100
|
1.77%
|
Shobhit Mehrotra
|
26-Feb 2016
|
Invest | |
|
₹500
|
₹5000
|
1.38%
|
Ardhendu Bhattacharya
|
10-Feb 2021
|
Invest | |
|
₹500
|
₹500
|
2.27%
|
Pallab Roy
|
31-Mar 1997
|
Invest | |
|
₹100
|
₹100
|
2.08%
|
Shobhit Mehrotra
|
26-Feb 2016
|
Invest | |
|
₹500
|
₹500
|
1.95%
|
Pranay Sinha
|
11-Feb 2015
|
Invest | |
|
₹500
|
₹500
|
2.09%
|
Pranay Sinha
|
11-Feb 2015
|
Invest | |
|
₹500
|
₹5000
|
2.18%
|
Sharmila D'mello
|
27-Feb 2019
|
Invest | |
|
₹500
|
₹5000
|
1.67%
|
Ardhendu Bhattacharya
|
10-Feb 2021
|
Invest | |
|
₹150
|
₹5000
|
2.01%
|
Murthy Nagarajan
|
01-Nov 2011
|
Invest | |
|
₹100
|
₹100
|
2.14%
|
Shobhit Mehrotra
|
26-Feb 2016
|
Invest | |
|
₹500
|
₹5000
|
2.16%
|
Lalit Kumar
|
27-Feb 2019
|
Invest | |
|
₹500
|
₹5000
|
2.31%
|
Lalit Kumar
|
27-Feb 2019
|
Invest | |
|
₹500
|
₹5000
|
2.1%
|
Ardhendu Bhattacharya
|
10-Feb 2021
|
Invest | |
|
₹500
|
₹5000
|
2.11%
|
Lalit Kumar
|
27-Feb 2019
|
Invest | |
|
₹100
|
₹1000
|
2.35%
|
Gautam Kaul
|
12-Oct 2023
|
Invest | |
|
₹500
|
₹5000
|
2.17%
|
Murthy Nagarajan
|
01-Nov 2011
|
Invest | |
|
₹500
|
₹5000
|
1.95%
|
Ardhendu Bhattacharya
|
10-Feb 2021
|
Invest | |
|
₹1000
|
₹5000
|
2.16%
|
Devang Shah
|
20-Dec 2019
|
Invest | |
|
₹1000
|
₹5000
|
2.31%
|
Puneet Pal
|
09-Apr 2024
|
Invest | |
|
₹500
|
₹1000
|
2.27%
|
Mayank Prakash
|
31-May 2024
|
Invest |
| Fund Name | Current NAV | Previous NAV | 1D NAV Change | 52- Week High NAV | 52- Week Low NAV | |
|---|---|---|---|---|---|---|
|
17.551
(26-03-2025)
|
17.658
(25-03-2025)
|
-0.61%
|
18.812
|
15.923
|
Invest | |
|
18.43
(26-03-2025)
|
18.57
(25-03-2025)
|
-0.75%
|
20.7
|
16.88
|
Invest | |
|
17.45
(26-03-2025)
|
17.55
(25-03-2025)
|
-0.57%
|
19.24
|
16.03
|
Invest | |
|
58.6890
(26-03-2025)
|
59.1202
(25-03-2025)
|
-0.73%
|
66.3501
|
54.446
|
Invest | |
|
17.717
(26-03-2025)
|
17.879
(25-03-2025)
|
-0.91%
|
20.52
|
16.537
|
Invest | |
|
47
(26-03-2025)
|
47.397
(25-03-2025)
|
-0.84%
|
53.024
|
43.925
|
Invest | |
|
13.8406
(26-03-2025)
|
13.8357
(25-03-2025)
|
0.04%
|
13.8896
|
12.8207
|
Invest | |
|
208.7078
(26-03-2025)
|
209.4702
(25-03-2025)
|
-0.36%
|
214.549
|
194.171
|
Invest | |
|
36.39
(26-03-2025)
|
36.605
(25-03-2025)
|
-0.59%
|
39.667
|
34.034
|
Invest | |
|
26.6006
(26-03-2025)
|
26.8490
(25-03-2025)
|
-0.93%
|
30.6694
|
24.9509
|
Invest | |
|
19.6378
(26-03-2025)
|
19.6632
(25-03-2025)
|
-0.13%
|
19.8873
|
18.1772
|
Invest | |
|
14.7596
(26-03-2025)
|
14.7425
(25-03-2025)
|
0.12%
|
14.7596
|
13.7327
|
Invest | |
|
14.9274
(26-03-2025)
|
14.9492
(25-03-2025)
|
-0.15%
|
15.4828
|
13.9305
|
Invest | |
|
58.9333
(26-03-2025)
|
59.4748
(25-03-2025)
|
-0.91%
|
69.2547
|
55.2481
|
Invest | |
|
20.8795
(26-03-2025)
|
20.911
(25-03-2025)
|
-0.15%
|
21.1563
|
19.5259
|
Invest | |
|
28.16
(26-03-2025)
|
28.30
(25-03-2025)
|
-0.49%
|
32.06
|
26.49
|
Invest | |
|
23.05
(26-03-2025)
|
23.14
(25-03-2025)
|
-0.39%
|
25.79
|
21.67
|
Invest | |
|
17.5852
(26-03-2025)
|
17.6639
(25-03-2025)
|
-0.45%
|
19.6123
|
16.6393
|
Invest | |
|
16.4622
(26-03-2025)
|
16.4555
(25-03-2025)
|
0.04%
|
16.6632
|
15.4602
|
Invest | |
|
11.832
(26-03-2025)
|
11.869
(25-03-2025)
|
-0.31%
|
12.684
|
11.158
|
Invest | |
|
30.2105
(26-03-2025)
|
30.2654
(25-03-2025)
|
-0.18%
|
31.2292
|
28.5293
|
Invest | |
|
18.6578
(26-03-2025)
|
18.7879
(25-03-2025)
|
-0.69%
|
21.4175
|
17.5091
|
Invest | |
|
15.4047
(26-03-2025)
|
15.4161
(25-03-2025)
|
-0.07%
|
16.0542
|
14.4658
|
Invest | |
|
10.94
(26-03-2025)
|
11.02
(25-03-2025)
|
-0.73%
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12.31
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9.9
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10.3202
(26-03-2025)
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10.3874
(25-03-2025)
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-0.65%
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11.2986
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9.7249
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Invest |
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Comparison of Top Retirement Funds Funds
Franklin India Pension Plan-Growth
3Y Returns 9.91%
VS
Axis Retirement Fund - Dynamic Plan - Regular Growth
3Y Returns 12.6%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
3Y Returns 13.06%
VS
Axis Retirement Fund - Dynamic Plan - Regular Growth
3Y Returns 12.6%
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option
3Y Returns 8.11%
VS
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
3Y Returns 15.99%
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
3Y Returns 18.7%
VS
HDFC Retirement Savings Fund - Equity Plan - Growth Option
3Y Returns 18.6%
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- Invested Amount ₹43,855
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Frequently Asked Questions
Who should invest in Retirement Funds Mutual Funds?
Retirement Funds funds are suitable for the investors who can digest high risk in search for higher returns. Moreover, these funds are not suitable for the investors who are stepping in the finance market with a short term investment perspective as they might end up delivering negative returns.
What is the minimum investment required for investing in Retirement Funds funds?
The minimum investment depends from one scheme to another. In general, for lumpsum investment the minimum investment can range from Rs. 500 to Rs. 5000. Whereas, in case of SIP, the range may vary between Rs. 500 to Rs. 1000. For authentic information, never forget to check the scheme related documents.
What is the investment philosophy followed by Retirement Funds companies?
The fund manager of Retirement Funds fund targets the best small sized companies having the potential to generate excellent gains in the future. Such companies do not have much resources as the large cap or mid cap companies but have high potential to outperform many big companies.
Why to invest in Retirement Funds funds?
Retirement Funds funds have more tendency of providing exceptional returns than the other categories of funds. Moreover, they can also be a suitable option for providing diversification to your portfolio.
How risky are Retirement Funds funds?
Retirement Funds funds are one of the riskiest mutual funds. But at the same time rewards are also high. Therefore, an investor who is willing to expose his corpus towards risk for fetching higher returns should invest in Retirement Funds funds.
Are Retirement Funds Funds for long term investment?
Yes, Retirement Funds funds are a suitable choice for generating long term capital appreciation. Moreover, in short term these funds can cause double digit losses to the investors. Thus, always maintain a long term investment perspective while investing in Retirement Funds mutual funds.
What is the benchmark of Retirement Funds Fund?
Benchmark is a standard with which a mutual fund competes in terms of growth & performance. Different Retirement Funds funds have different benchmark. Thus, read the mutual fund document carefully to know the benchmark.
What are the taxes applied on Retirement Funds Mutual Funds?
Retirement Funds funds are eligible for two types of taxes- STCG (Short Term Capital Gain) and LTCG (Long Term Capital Gain). STCG is the capital gain generated on the units which are hold for up to 1 year. The STCG tax imposed by the Government of India is 15%. LTCG is the profit generated on the units which are hold for more than one years. The LTCG levied is 10% for the profit above Rs. 1 Lakh.
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