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.

Top Performing Retirement Funds in India for High Returns

Returns

SIP Returns

Risk

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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.

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Fund Name	AUM (Cr.)	Fund Age	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y
NIFTY 500			3.90%	5.47%	-2.00%	-10.11%	-5.35%	4.19%	19.17%	11.97%	23.47%	11.46%
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth	112.64	6 years	3.46%	4.78%	-0.71%	-4.74%	-4.53%	9.32%	17.25%	11.03%	14.76%	-	Invest
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option	153.16	10 years	1.23%	2.96%	2.52%	0.81%	1.5%	9.12%	10.79%	8.85%	8.66%	7.05%	Invest
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth	174.71	4 years	1.08%	2.6%	2.53%	1.09%	1.72%	8.75%	9.88%	8.89%	-	-	Invest
ICICI Prudential Retirement Fund - Pure Debt - Growth Option	107.25	6 years	0.24%	1.64%	2.73%	4.03%	2.86%	8.3%	7.3%	6.32%	6.2%	-	Invest
Axis Retirement Fund - Aggressive Plan - Regular Growth	825.61	5 years	2.82%	4.54%	0.17%	-6.72%	-2.99%	7.83%	19.15%	10.53%	15.31%	-	Invest
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option	158.67	9 years	1.05%	2.6%	1.82%	0.33%	0.89%	7.78%	10.08%	8.86%	9.68%	-	Invest
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option	2061.76	13 years	3.06%	5.33%	-3.96%	-9.01%	-8.2%	7.72%	18.43%	12.02%	17.69%	10.89%	Invest
Axis Retirement Fund - Dynamic Plan - Regular Growth	340.55	5 years	2.67%	4.95%	-2.64%	-8.75%	-6.2%	7.7%	19.63%	11.74%	15.04%	-	Invest
SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth	274.81	4 years	1.72%	2.83%	1.2%	-2.12%	-0.16%	7.29%	11.3%	9.77%	-	-	Invest
Axis Retirement Fund - Conservative Plan - Regular Growth	64.51	5 years	1.38%	3.42%	1.6%	-1.63%	0.15%	6.86%	12.74%	7.44%	10.32%	-	Invest
Tata Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Option	173.39	13 years	1.27%	2.83%	0.28%	-1.59%	-1.23%	6.7%	10.03%	7.32%	8.84%	7.45%	Invest
HDFC Retirement Savings Fund - Equity Plan - Growth Option	5897.09	9 years	3.36%	4.99%	-1.21%	-8.79%	-5.11%	6.51%	20.94%	16.88%	28.97%	-	Invest
Bandhan Retirement Fund - Regular (G)	170.96	1 years	2.28%	3.24%	1.12%	-4.23%	-1.78%	6.28%	-	-	-	-	Invest
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option	1551.16	9 years	2.43%	3.71%	-0.52%	-6.28%	-3.53%	6.2%	16.4%	13.35%	20.84%	-	Invest
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option	1979.06	13 years	3.57%	5.77%	-6.53%	-12.22%	-10.84%	6.17%	19.98%	12.4%	18.99%	11.67%	Invest
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option	3089.02	10 years	4%	5.31%	-3.04%	-11.03%	-7.48%	5.93%	22.74%	14.76%	24.15%	10.01%	Invest
Franklin India Pension Plan-Growth	506.27	28 years	0.06%	1.61%	-0.95%	-1.83%	-2.12%	5.66%	12.3%	9.09%	10.82%	7.71%	Invest
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	373.4	6 years	3.77%	5.74%	-2.87%	-11.46%	-7.51%	5.02%	17.26%	10.89%	16.34%	-	Invest
ICICI Prudential Retirement Fund - Hybrid Conservative - Growth Option	76.01	6 years	-0.17%	0.75%	-0.17%	-1.33%	-1.13%	5%	12.05%	8.57%	9.72%	-	Invest
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth	1479.6	4 years	3.26%	3.43%	-1.73%	-8.93%	-4.33%	4.28%	13.99%	11.37%	-	-	Invest
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	2672.92	4 years	3.9%	3.96%	-2.56%	-11.36%	-5.76%	2.68%	14.98%	12.31%	-	-	Invest
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	745.98	6 years	-0.09%	0.67%	-4.49%	-10.98%	-7.59%	0.9%	23.14%	14.66%	20.92%	-	Invest
ICICI Prudential Retirement Fund - Pure Equity - Growth Option	1060.05	6 years	-0.07%	1.59%	-5.07%	-12.41%	-8.6%	0.29%	26.99%	16.6%	27.92%	-	Invest
PGIM India Retirement Fund - Regular (G)	73.15	1 years	4.55%	6.26%	-0.99%	-8.15%	-6.12%	-	-	-	-	-	Invest
Baroda BNP Paribas Retirement Fund - Reg (G)	351.17	10 months	3.28%	4.44%	-1.44%	-6.86%	-4.95%	-	-	-	-	-	Invest

Fund Name	AUM (Cr.)	Risk	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y

Fund Name	Apr-2025	Mar-2025	Feb-2025	Jan-2025	Dec-2024	Nov-2024	Oct-2024	Sep-2024	Aug-2024	Jul-2024	Jun-2024	May-2024

Fund Name	2025-Q2	2025-Q1	2024-Q4	2024-Q3	2024-Q2	2024-Q1	2023-Q4	2023-Q3	2023-Q2	2023-Q1	2022-Q4	2022-Q3

Fund Name	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013

Fund Name	AUM (Cr.)	Risk	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y

Fund Name	AUM (Cr.)	Initial NAV	Final NAV	NAV Change	Absolute Ret.	Annalized Ret.

Fund Name	AUM (Cr.)	Risk	6M	1Y	2Y	3Y	5Y	10Y	From Launch
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth	112.64	Very High	-2.36%	-4.33%	7.51%	10.71%	10.15%	-	10.25%	Invest
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option	153.16	Moderately High	1.4%	4.8%	8.27%	9.22%	7.88%	7.36%	7.34%	Invest
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth	174.71	Moderately High	1.45%	4.87%	7.67%	8.66%	-	-	8.31%	Invest
ICICI Prudential Retirement Fund - Pure Debt - Growth Option	107.25	Moderate	2.62%	8.85%	7.94%	7.37%	6.13%	-	6.18%	Invest
Axis Retirement Fund - Aggressive Plan - Regular Growth	825.61	Very High	-1.95%	-5.05%	9.43%	12.35%	10.96%	-	11.13%	Invest
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option	158.67	Moderately High	1%	3.54%	7.35%	8.58%	8.3%	-	7.95%	Invest
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option	2061.76	Very High	-4.13%	-9.64%	6.28%	11.19%	11.83%	11.69%	13.07%	Invest
Axis Retirement Fund - Dynamic Plan - Regular Growth	340.55	Very High	-3.53%	-7.48%	9.3%	12.53%	11.64%	-	11.82%	Invest
SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth	274.81	High	-0.29%	-0.6%	6.14%	8.6%	-	-	8.85%	Invest
Axis Retirement Fund - Conservative Plan - Regular Growth	64.51	High	0.41%	1.38%	7.81%	9.11%	8.06%	-	8.19%	Invest
Tata Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Option	173.39	Moderately High	-0.11%	0.37%	6%	7.52%	6.97%	7.31%	7.97%	Invest
HDFC Retirement Savings Fund - Equity Plan - Growth Option	5897.09	Very High	-3.53%	-9.74%	7.39%	14.42%	18.86%	-	17.26%	Invest
Bandhan Retirement Fund - Regular (G)	170.96	High	-1.16%	-4.04%	-	-	-	-	2.33%	Invest
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option	1551.16	Very High	-2.49%	-6.28%	6.33%	11.53%	13.74%	-	13.39%	Invest
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option	1979.06	Very High	-5.97%	-14.48%	5.12%	11.24%	12.15%	12.36%	13.38%	Invest
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option	3089.02	Very High	-4.86%	-13.07%	6.77%	13.5%	15.75%	12.07%	11.93%	Invest
Franklin India Pension Plan-Growth	506.27	High	-0.17%	0.84%	7.95%	9.76%	9.26%	8.45%	10.62%	Invest
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	373.4	Very High	-4.77%	-12.82%	4.22%	9.33%	9.97%	-	10.3%	Invest
ICICI Prudential Retirement Fund - Hybrid Conservative - Growth Option	76.01	Moderately High	-0.03%	1.21%	7.14%	9.02%	8.35%	-	8.39%	Invest
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth	1479.6	Very High	-4.1%	-11.61%	2.88%	8.32%	-	-	10.1%	Invest
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	2672.92	Very High	-5.39%	-15.62%	1.45%	8.21%	-	-	10.6%	Invest
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	745.98	Very High	-3.97%	-11.32%	8.9%	14.87%	15.8%	-	15.69%	Invest
ICICI Prudential Retirement Fund - Pure Equity - Growth Option	1060.05	Moderate	-4.45%	-12.3%	10.32%	17.36%	20.76%	-	20.5%	Invest
PGIM India Retirement Fund - Regular (G)	73.15	Very High	-2.91%	-	-	-	-	-	-6.84%	Invest
Baroda BNP Paribas Retirement Fund - Reg (G)	351.17	Very High	-2.76%	-	-	-	-	-	-8.09%	Invest

Fund Name	Risk	Standard Deviation	Alpha	Beta	Sharpe Ratio
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth	Very High	10.538%	-	-	0.42%	Invest
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option	Moderately High	4.736%	-	-	0.178%	Invest
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth	Moderately High	3.173%	-	-	0.604%	Invest
ICICI Prudential Retirement Fund - Pure Debt - Growth Option	Moderate	1.051%	-	-	-	Invest
Axis Retirement Fund - Aggressive Plan - Regular Growth	Very High	11.985%	-	-	0.274%	Invest
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option	Moderately High	3.625%	-	-	0.336%	Invest
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option	Very High	11.394%	-	-	0.447%	Invest
Axis Retirement Fund - Dynamic Plan - Regular Growth	Very High	12.58%	-	-	0.305%	Invest
SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth	High	5.403%	-	-	0.563%	Invest
Axis Retirement Fund - Conservative Plan - Regular Growth	High	5.742%	-	-	0.13%	Invest
Tata Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Option	Moderately High	4.475%	-	-	0.029%	Invest
HDFC Retirement Savings Fund - Equity Plan - Growth Option	Very High	11.88%	-	-	0.874%	Invest
Bandhan Retirement Fund - Regular (G)	High	-	-	-	-	Invest
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option	Very High	9.038%	-	-	0.727%	Invest
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option	Very High	13.489%	-	-	0.431%	Invest
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option	Very High	14.598%	-	-	0.564%	Invest
Franklin India Pension Plan-Growth	High	5.735%	-	-	0.445%	Invest
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Very High	13.102%	-	-	0.392%	Invest
ICICI Prudential Retirement Fund - Hybrid Conservative - Growth Option	Moderately High	4.266%	-	-	0.548%	Invest
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth	Very High	10.043%	-	-	0.578%	Invest
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Very High	12.293%	-	-	0.575%	Invest
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	Very High	12.703%	-	-	0.649%	Invest
ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Moderate	14.435%	-	-	0.73%	Invest
PGIM India Retirement Fund - Regular (G)	Very High	-	-	-	-	Invest
Baroda BNP Paribas Retirement Fund - Reg (G)	Very High	-	-	-	-	Invest

Fund Name	Min SIP	Min Lumpsum	Expense Ratio	Fund Manager	Launch Date
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth	₹1000	₹1000	2.38%	Dhaval Shah	11-Mar 2019	Invest
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option	₹500	₹500	2.09%	Pranay Sinha	11-Feb 2015	Invest
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth	₹500	₹5000	1.38%	Ardhendu Bhattacharya	10-Feb 2021	Invest
ICICI Prudential Retirement Fund - Pure Debt - Growth Option	₹500	₹5000	2.18%	Sharmila D'mello	27-Feb 2019	Invest
Axis Retirement Fund - Aggressive Plan - Regular Growth	₹1000	₹5000	2.27%	Devang Shah	20-Dec 2019	Invest
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option	₹100	₹100	2.14%	Shobhit Mehrotra	26-Feb 2016	Invest
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option	₹150	₹5000	2.01%	Murthy Nagarajan	01-Nov 2011	Invest
Axis Retirement Fund - Dynamic Plan - Regular Growth	₹1000	₹5000	2.42%	Devang Shah	20-Dec 2019	Invest
SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth	₹500	₹5000	1.67%	Ardhendu Bhattacharya	10-Feb 2021	Invest
Axis Retirement Fund - Conservative Plan - Regular Growth	₹1000	₹5000	2.16%	Devang Shah	20-Dec 2019	Invest
Tata Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Option	₹500	₹5000	2.17%	Murthy Nagarajan	01-Nov 2011	Invest
HDFC Retirement Savings Fund - Equity Plan - Growth Option	₹100	₹100	1.77%	Shobhit Mehrotra	26-Feb 2016	Invest
Bandhan Retirement Fund - Regular (G)	₹100	₹1000	2.35%	Gautam Kaul	12-Oct 2023	Invest
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option	₹100	₹100	2.08%	Shobhit Mehrotra	26-Feb 2016	Invest
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option	₹150	₹5000	2.01%	Murthy Nagarajan	01-Nov 2011	Invest
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option	₹500	₹500	1.95%	Pranay Sinha	11-Feb 2015	Invest
Franklin India Pension Plan-Growth	₹500	₹500	2.27%	Pallab Roy	31-Mar 1997	Invest
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	₹1000	₹1000	2.41%	Dhaval Shah	11-Mar 2019	Invest
ICICI Prudential Retirement Fund - Hybrid Conservative - Growth Option	₹500	₹5000	2.11%	Lalit Kumar	27-Feb 2019	Invest
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth	₹500	₹5000	2.1%	Ardhendu Bhattacharya	10-Feb 2021	Invest
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	₹500	₹5000	1.95%	Ardhendu Bhattacharya	10-Feb 2021	Invest
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	₹500	₹5000	2.31%	Lalit Kumar	27-Feb 2019	Invest
ICICI Prudential Retirement Fund - Pure Equity - Growth Option	₹500	₹5000	2.16%	Lalit Kumar	27-Feb 2019	Invest
PGIM India Retirement Fund - Regular (G)	₹1000	₹5000	2.31%	Puneet Pal	09-Apr 2024	Invest
Baroda BNP Paribas Retirement Fund - Reg (G)	₹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
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth	17.594 (16-04-2025)	17.579 (15-04-2025)	0.09%	18.812	15.993	Invest
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option	19.9509 (16-04-2025)	19.9042 (15-04-2025)	0.23%	19.9509	18.1772	Invest
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth	13.9839 (16-04-2025)	13.9664 (15-04-2025)	0.13%	13.9839	12.8207	Invest
ICICI Prudential Retirement Fund - Pure Debt - Growth Option	14.9399 (16-04-2025)	14.9186 (15-04-2025)	0.14%	14.9399	13.7531	Invest
Axis Retirement Fund - Aggressive Plan - Regular Growth	17.57 (16-04-2025)	17.50 (15-04-2025)	0.4%	19.24	16.03	Invest
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option	21.1207 (16-04-2025)	21.0819 (15-04-2025)	0.18%	21.1563	19.5636	Invest
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option	59.7973 (16-04-2025)	59.3889 (15-04-2025)	0.69%	66.3501	54.9987	Invest
Axis Retirement Fund - Dynamic Plan - Regular Growth	18.54 (16-04-2025)	18.46 (15-04-2025)	0.43%	20.7	16.88	Invest
SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth	15.0094 (16-04-2025)	14.9859 (15-04-2025)	0.16%	15.4828	13.9305	Invest
Axis Retirement Fund - Conservative Plan - Regular Growth	15.5903 (16-04-2025)	15.5440 (15-04-2025)	0.3%	16.0542	14.4658	Invest
Tata Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Option	30.6663 (16-04-2025)	30.5594 (15-04-2025)	0.35%	31.2292	28.6587	Invest
HDFC Retirement Savings Fund - Equity Plan - Growth Option	47.326 (16-04-2025)	47.002 (15-04-2025)	0.69%	53.024	43.934	Invest
Bandhan Retirement Fund - Regular (G)	11.944 (16-04-2025)	11.899 (15-04-2025)	0.38%	12.684	11.158	Invest
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option	36.482 (16-04-2025)	36.325 (15-04-2025)	0.43%	39.667	34.129	Invest
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option	60.0089 (16-04-2025)	59.5136 (15-04-2025)	0.83%	69.2547	55.8542	Invest
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option	26.7457 (16-04-2025)	26.6141 (15-04-2025)	0.49%	30.6694	24.9509	Invest
Franklin India Pension Plan-Growth	211.0474 (16-04-2025)	210.5229 (15-04-2025)	0.25%	214.549	194.725	Invest
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	17.803 (16-04-2025)	17.712 (15-04-2025)	0.51%	20.52	16.537	Invest
ICICI Prudential Retirement Fund - Hybrid Conservative - Growth Option	16.5133 (16-04-2025)	16.4797 (15-04-2025)	0.2%	16.6632	15.4748	Invest
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth	17.4927 (16-04-2025)	17.4582 (15-04-2025)	0.2%	19.6123	16.6707	Invest
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	18.4962 (16-04-2025)	18.4471 (15-04-2025)	0.27%	21.4175	17.4798	Invest
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	23.15 (16-04-2025)	23.03 (15-04-2025)	0.52%	25.79	21.87	Invest
ICICI Prudential Retirement Fund - Pure Equity - Growth Option	28.49 (16-04-2025)	28.30 (15-04-2025)	0.67%	32.06	26.49	Invest
PGIM India Retirement Fund - Regular (G)	11.1 (16-04-2025)	11.04 (15-04-2025)	0.54%	12.31	9.9	Invest
Baroda BNP Paribas Retirement Fund - Reg (G)	10.4510 (16-04-2025)	10.3990 (15-04-2025)	0.5%	11.2986	9.7249	Invest

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Franklin India Pension Plan-Growth 3Y Returns 9.09% VS

Axis Retirement Fund - Dynamic Plan - Regular Growth 3Y Returns 11.74%

HDFC Retirement Savings Fund - Equity Plan - Growth Option 3Y Returns 16.88% VS

ICICI Prudential Retirement Fund - Pure Equity - Growth Option 3Y Returns 16.6%

SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth 3Y Returns 11.37% VS

ICICI Prudential Retirement Fund - Pure Equity - Growth Option 3Y Returns 16.6%

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 3Y Returns 10.89% VS

Axis Retirement Fund - Dynamic Plan - Regular Growth 3Y Returns 11.74%

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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.