Mutual fund analysis · Retirement
Retirement funds: every scheme, ranked by 5 years return
Retirement · 29 schemes at Q2 FY27
Q2 FY27: the median Retirement fund returned +7% over 5 years, annualized; 25 of 25 schemes gained. Best ICICI Prudential Retirement Fund - Pure Equity +17%.
| # | Scheme | Fund house | Quarter | 1 year | 3 years | 5 years | 5 years return, each quarter since Q3 FY24 |
|---|---|---|---|---|---|---|---|
| 1 | ICICI Prudential Retirement Fund - Pure Equity | ICICI Prudential | −2% | +5% | +17% | +17% | |
| 2 | ICICI Prudential Retirement Fund - Hybrid Aggressive | ICICI Prudential | −3% | +5% | +15% | +13% | |
| 3 | Aditya Birla Sun Life Retirement Fund-The 30s | Aditya Birla Sun Life | 0% | +12% | +14% | +10% | |
| 4 | HDFC Retirement Fund - Equity | HDFC | −4% | −7% | +7% | +10% | |
| 5 | SBI Retirement Benefit Fund - Aggressive Hybrid | SBI | −1% | +1% | +8% | +9% | |
| 6 | SBI Retirement Benefit Fund - Aggressive | SBI | −2% | −1% | +7% | +9% | |
| 7 | Nippon India Retirement Fund- Wealth Creation Scheme | Nippon India | −4% | −4% | +9% | +9% | |
| 8 | Tata Retirement Savings Fund- Moderate | Tata | −2% | +3% | +10% | +8% | |
| 9 | Tata Retirement Savings Fund - Progressive | Tata | −3% | +3% | +10% | +8% | |
| 10 | UTI Retirement Fund | UTI | −2% | 0% | +8% | +8% | |
| 11 | HDFC Retirement Fund - Hybrid-Equity | HDFC | −3% | −7% | +6% | +7% | |
| 12 | ICICI Prudential Retirement Fund - Hybrid Conservative | ICICI Prudential | −1% | +4% | +8% | +7% | |
| 13 | Aditya Birla Sun Life Retirement Fund-The 40s | Aditya Birla Sun Life | −2% | 0% | +9% | +7% | |
| 14 | SBI Retirement Benefit Fund - Conservative Hybrid | SBI | −1% | +1% | +6% | +7% | |
| 15 | SBI Retirement Benefit Fund - Conservative | SBI | −1% | +2% | +6% | +6% | |
| 16 | Franklin India Retirement Fund | Franklin Templeton | −2% | −1% | +6% | +6% | |
| 17 | Axis Retirement Fund - Dynamic | Axis | −2% | −2% | +10% | +6% | |
| 18 | HDFC Retirement Fund - Hybrid-Debt | HDFC | −2% | −1% | +5% | +6% | |
| 19 | Aditya Birla Sun Life Retirement Fund-The 50s | Aditya Birla Sun Life | −1% | +3% | +6% | +5% | |
| 20 | Tata Retirement Savings Fund- Conservative | Tata | −1% | +2% | +6% | +5% | |
| 21 | Axis Retirement Fund - Aggressive | Axis | −2% | −3% | +9% | +5% | |
| 22 | ICICI Prudential Retirement Fund - Pure Debt | ICICI Prudential | 0% | +3% | +5% | +5% | |
| 23 | Nippon India Retirement Fund- Income Generation Scheme | Nippon India | −3% | −1% | +5% | +5% | |
| 24 | Axis Retirement Fund - Conservative | Axis | −3% | −2% | +6% | +4% | |
| 25 | Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt | Aditya Birla Sun Life | 0% | +2% | +5% | +4% | |
| 26 | Bandhan Retirement Fundsince Oct 2023 | Bandhan | −3% | −3% | — | — | |
| 27 | Baroda BNP Paribas Retirement Fundsince May 2024 | Baroda BNP Paribas | −2% | +2% | — | — | |
| 28 | PGIM India Retirement Fundsince Apr 2024 | PGIM India | −1% | 0% | — | — | |
| 29 | Union Retirement Fundsince Sep 2022 | Union | −3% | +3% | +11% | — |