Retirement Fund Funds
Detailed analysis of 70 Retirement Fund mutual funds with comprehensive performance metrics and investment insights.
70
Total Funds
₹5.78L Cr
Total AUM
1.07%
Avg Expense Ratio
5.36%
Avg 1Y Return
10.85%
Avg 3Y Return
What are Retirement Fund Funds?
Retirement Fund funds are a specialized category within Solution Oriented mutual funds, designed for specific investment objectives and risk profiles. These funds collectively manage assets worth ₹5.78L Cr across 70 different schemes.
With an average expense ratio of 1.07%, Retirement Fund funds offer investment options for various types of investors. The category has demonstrated average returns of 5.36% over 1 year and 10.85% over 3 years.
All Retirement Fund Funds
| Fund Name | AMC | AUM | Expense | 1Y Return | 3Y Return | NAV |
|---|---|---|---|---|---|---|
| ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH
Plan: Growth | Aditya Birla Sun Life Mutual Fund | ₹5.88K Cr | 0.96% | 8.57% | 14.89% | ₹22.17 |
| ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA- Direct - IDCW
Plan: IDCW | Aditya Birla Sun Life Mutual Fund | ₹115.91 Cr | 0.96% | 2.05% | 9.91% | ₹19.40 |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan-Direct Growth
Plan: Growth | Aditya Birla Sun Life Mutual Fund | ₹2.41K Cr | 1.16% | 10.73% | 15.95% | ₹21.98 |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan-Direct - Payout of IDCW
Plan: IDCW | Aditya Birla Sun Life Mutual Fund | ₹137.42 Cr | 1.16% | 4.13% | 8.29% | ₹17.90 |
| Aditya Birla Sun Life Retirement Fund-The 40s Plan- Direct - Payout of IDCW
Plan: IDCW | Aditya Birla Sun Life Mutual Fund | ₹61.07 Cr | 1.16% | 0.95% | 6.72% | ₹16.84 |
| Aditya Birla Sun Life Retirement Fund-The 40s Plan-Direct Plan-Growth
Plan: Growth | Aditya Birla Sun Life Mutual Fund | ₹756.97 Cr | 1.16% | 7.39% | 14.29% | ₹20.69 |
| Aditya Birla Sun Life Retirement Fund-The 50s Plan- Direct - Payout of IDCW
Plan: IDCW | Aditya Birla Sun Life Mutual Fund | ₹21.10 Cr | 1.16% | 0.97% | 2.00% | ₹13.15 |
| Aditya Birla Sun Life Retirement Fund-The 50s Plan-Direct Plan-Growth
Plan: Growth | Aditya Birla Sun Life Mutual Fund | ₹814.18 Cr | 1.16% | 7.40% | 9.27% | ₹16.16 |
| Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan-Direct Plan-Growth
Plan: Growth | Aditya Birla Sun Life Mutual Fund | ₹173.81 Cr | 1.16% | 5.56% | 6.39% | ₹14.58 |
| Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan - Direct - Payout of IDCW
Plan: IDCW | Aditya Birla Sun Life Mutual Fund | ₹26.32 Cr | 1.16% | -0.77% | -0.69% | ₹11.86 |
| Baroda BNP Paribas Retirement Fund - Direct plan - Growth option
Plan: Growth | Baroda BNP Paribas Mutual Fund | ₹1.02K Cr | 1.16% | 7.24% | 0.00% | ₹11.46 |
| Baroda BNP Paribas Retirement Fund - Direct plan - IDCW option
Plan: IDCW | Baroda BNP Paribas Mutual Fund | ₹10.44 Cr | 1.16% | 7.24% | 0.00% | ₹11.46 |
| Baroda BNP Paribas Children's Fund - Direct Plan - Growth Option
Plan: Growth | Baroda BNP Paribas Mutual Fund | ₹104.51 Cr | 0.38% | 11.82% | 0.00% | ₹10.96 |
| HDFC Childrens Fund - Direct Plan
Plan: Growth | HDFC Mutual Fund | ₹93.00K Cr | 0.41% | 3.09% | 14.14% | ₹320.11 |
| HDFC Retirement Savings Fund - Equity Plan - Growth Option - Direct Plan
Plan: Growth | HDFC Mutual Fund | ₹1.30L Cr | 0.72% | 6.07% | 17.63% | ₹56.65 |
| HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option - Direct Plan
Plan: Growth | HDFC Mutual Fund | ₹21.70K Cr | 0.72% | 6.07% | 14.42% | ₹43.61 |
| HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option - Direct Plan
Plan: Growth | HDFC Mutual Fund | ₹3.87K Cr | 0.72% | 5.94% | 9.40% | ₹24.63 |
| ICICI Prudential Children's Fund - Direct Plan
Plan: Growth | ICICI Prudential Mutual Fund | ₹8.12K Cr | 1.46% | 6.27% | 17.17% | ₹347.63 |
| ICICI Prudential Retirement Fund - Pure Equity - Direct Plan - IDCW Option
Plan: IDCW | ICICI Prudential Mutual Fund | ₹149.13 Cr | 1.05% | 13.77% | 24.91% | ₹36.11 |
| ICICI Prudential Retirement Fund - Pure Equity - Direct Plan - Growth Option
Plan: Growth | ICICI Prudential Mutual Fund | ₹22.77K Cr | 1.05% | 13.76% | 24.90% | ₹36.12 |
| ICICI Prudential Retirement Fund - Hybrid Conservative - Direct Plan - IDCW Option
Plan: IDCW | ICICI Prudential Mutual Fund | ₹28.49 Cr | 1.05% | 10.66% | 12.51% | ₹19.62 |
| ICICI Prudential Retirement Fund - Hybrid Conservative - Direct Plan - Growth Option
Plan: Growth | ICICI Prudential Mutual Fund | ₹881.87 Cr | 1.05% | 10.66% | 12.51% | ₹19.62 |
| ICICI Prudential Retirement Fund - Hybrid Aggressive - Direct Plan - IDCW Option
Plan: IDCW | ICICI Prudential Mutual Fund | ₹137.55 Cr | 1.05% | 13.30% | 22.13% | ₹29.31 |
| ICICI Prudential Retirement Fund - Hybrid Aggressive - Direct Plan - Growth Option
Plan: Growth | ICICI Prudential Mutual Fund | ₹4.32K Cr | 1.05% | 13.34% | 22.13% | ₹29.31 |
| ICICI Prudential Retirement Fund - Pure Debt - Direct Plan - IDCW Option
Plan: IDCW | ICICI Prudential Mutual Fund | ₹14.10 Cr | 1.05% | 6.14% | 7.22% | ₹16.68 |
| ICICI Prudential Retirement Fund - Pure Debt - Direct Plan - Growth Option
Plan: Growth | ICICI Prudential Mutual Fund | ₹1.55K Cr | 1.05% | 6.14% | 7.22% | ₹16.68 |
| Nippon India Retirement Fund- Wealth Creation Scheme- Direct Plan- Growth Plan - Growth Option
Plan: Growth | Nippon India Mutual Fund | ₹12.01K Cr | 0.98% | 3.83% | 16.90% | ₹31.48 |
| Nippon India Retirement Fund- Income Generation Scheme- Direct Plan- Growth Plan - Growth Option
Plan: Growth | Nippon India Mutual Fund | ₹2.06K Cr | 0.98% | 3.60% | 8.62% | ₹22.88 |
| NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME - Direct Plan - IDCW Option
Plan: IDCW | Nippon India Mutual Fund | ₹536.85 Cr | 0.98% | -4.03% | 9.04% | ₹23.27 |
| NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME - Direct Plan - IDCW Option
Plan: IDCW | Nippon India Mutual Fund | ₹167.50 Cr | 0.98% | 3.60% | 8.62% | ₹22.88 |
| Nippon India Retirement Fund- Income Generation Scheme- Direct Plan-Growth Plan- Bonus Option
Plan: Bonus | Nippon India Mutual Fund | ₹2.74 Cr | 0.98% | 3.60% | 8.62% | ₹22.88 |
| Nippon India Retirement Fund- Wealth Creation Scheme- Direct Plan-Growth Plan- Bonus Option
Plan: Bonus | Nippon India Mutual Fund | ₹12.40 Cr | 0.98% | 3.83% | 16.90% | ₹31.48 |
| SBI Magnum Children's Benefit Fund - Savings Plan - DIRECT PLAN - GROWTH
Plan: Growth | SBI Mutual Fund | ₹2.76K Cr | 0.85% | 4.55% | 12.26% | ₹120.05 |
| SBI Magnum Children's Benefit Fund - Investment Plan - Direct Plan - Growth
Plan: Growth | SBI Mutual Fund | ₹72.33K Cr | 0.85% | 7.05% | 21.73% | ₹45.82 |
| SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth
Plan: Growth | SBI Mutual Fund | ₹12.25K Cr | 1.06% | 6.52% | 13.15% | ₹19.83 |
| SBI Retirement Benefit Fund - Conservative Plan - Direct Plan - Growth
Plan: Growth | SBI Mutual Fund | ₹1.57K Cr | 1.06% | 4.55% | 8.37% | ₹14.61 |
| SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Plan: IDCW | SBI Mutual Fund | ₹401.42 Cr | 1.06% | 6.52% | 13.15% | ₹19.83 |
| SBI Retirement Benefit Fund - Conservative Hybrid Plan - Direct Plan - Growth
Plan: Growth | SBI Mutual Fund | ₹3.06K Cr | 1.06% | 4.03% | 9.43% | ₹15.86 |
| SBI Retirement Benefit Fund - Conservative Plan - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Plan: IDCW | SBI Mutual Fund | ₹82.81 Cr | 1.06% | 4.55% | 8.37% | ₹14.61 |
| SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - Growth
Plan: Growth | SBI Mutual Fund | ₹34.38K Cr | 1.06% | 3.43% | 13.02% | ₹20.63 |
| SBI Retirement Benefit Fund - Conservative Hybrid Plan - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Plan: IDCW | SBI Mutual Fund | ₹91.68 Cr | 1.06% | 4.03% | 9.43% | ₹15.85 |
| SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Plan: IDCW | SBI Mutual Fund | ₹580.83 Cr | 1.06% | 3.43% | 13.02% | ₹20.62 |
| Tata Retirement Savings Fund- Progressive Plan -Direct Plan-Growth Option
Plan: Growth | Tata Mutual Fund | ₹27.85K Cr | 0.98% | 0.79% | 16.04% | ₹76.11 |
| Tata Childrens Fund-Direct Plan-Growth Option
Plan: Growth | Tata Mutual Fund | ₹1.35K Cr | 2.07% | -0.17% | 11.73% | ₹64.60 |
| Tata Retirement Savings Fund- Conservative Plan-Direct Plan-Growth Option
Plan: Growth | Tata Mutual Fund | ₹3.79K Cr | 0.98% | 4.64% | 9.21% | ₹37.09 |
| Tata Retirement Savings Fund- Moderate Plan -Direct Plan-Growth Option
Plan: Growth | Tata Mutual Fund | ₹33.07K Cr | 0.98% | 2.54% | 15.16% | ₹74.50 |
| Franklin India Retirement Fund - Direct - IDCW
Plan: IDCW | Franklin Templeton Mutual Fund | ₹416.49 Cr | 1.45% | -3.72% | 1.12% | ₹18.16 |
| Franklin India Retirement Fund - Direct - Growth
Plan: Growth | Franklin Templeton Mutual Fund | ₹4.79K Cr | 1.45% | 4.89% | 10.25% | ₹238.76 |
| UTI Children's Equity Fund - Direct Plan - Growth Option
Plan: Growth | UTI Mutual Fund | ₹6.06K Cr | 1.21% | 4.21% | 13.37% | ₹91.56 |
| UTI Children's Equity Fund - Direct Plan - IDCW
Plan: IDCW | UTI Mutual Fund | ₹20.23 Cr | 1.21% | 4.21% | 13.37% | ₹91.71 |
| UTI Retirement Fund- Direct Plan
Plan: Growth | UTI Mutual Fund | ₹21.28K Cr | 1.09% | 6.16% | 12.10% | ₹54.21 |
| UTI Children's Hybrid Fund - Direct Plan
Plan: Growth | UTI Mutual Fund | ₹25.75K Cr | 1.57% | 4.50% | 9.23% | ₹40.98 |
| Bandhan Retirement Fund - Direct Plan - IDCW
Plan: IDCW | Bandhan Mutual Fund | ₹21.20 Cr | 0.70% | 8.01% | 0.00% | ₹12.97 |
| Bandhan Retirement Fund - Direct Plan - Growth
Plan: Growth | Bandhan Mutual Fund | ₹1.20K Cr | 0.70% | 8.03% | 0.00% | ₹12.98 |
| Axis Children's Fund - Lock in - Direct Growth
Plan: Growth | Axis Mutual Fund | ₹1.48K Cr | 1.38% | 5.63% | 11.39% | ₹29.26 |
| Axis Children's Fund - Lock in - Direct Plan - IDCW
Plan: IDCW | Axis Mutual Fund | ₹4.32 Cr | 1.38% | 5.63% | 11.39% | ₹29.23 |
| Axis Children's Fund - No Lock in - Direct Growth
Plan: Growth | Axis Mutual Fund | ₹568.76 Cr | 1.38% | 5.69% | 11.56% | ₹29.82 |
| Axis Children's Fund - No Lock in - Direct Plan - IDCW
Plan: IDCW | Axis Mutual Fund | ₹17.46 Cr | 1.38% | 5.64% | 11.42% | ₹29.30 |
| Axis Retirement Fund - Aggressive Plan - Direct Growth
Plan: Growth | Axis Mutual Fund | ₹5.21K Cr | 1.07% | 4.39% | 15.13% | ₹19.73 |
| Axis Retirement Fund - Dynamic Plan - Direct Growth
Plan: Growth | Axis Mutual Fund | ₹2.35K Cr | 1.07% | 2.00% | 15.73% | ₹20.88 |
| Axis Retirement Fund - Aggressive Plan - Direct Plan - IDCW
Plan: IDCW | Axis Mutual Fund | ₹127.81 Cr | 1.07% | 4.40% | 15.12% | ₹19.68 |
| Axis Retirement Fund - Conservative Plan - Direct Plan - IDCW
Plan: IDCW | Axis Mutual Fund | ₹14.85 Cr | 1.07% | 4.95% | 10.84% | ₹17.36 |
| Axis Retirement Fund - Conservative Plan - Direct Growth
Plan: Growth | Axis Mutual Fund | ₹595.67 Cr | 1.07% | 4.95% | 10.93% | ₹17.55 |
| Axis Retirement Fund - Dynamic Plan - Direct Plan - IDCW
Plan: IDCW | Axis Mutual Fund | ₹46.97 Cr | 1.07% | 2.03% | 15.71% | ₹20.65 |
| PGIM India Retirement Fund - Direct Plan - IDCW Payout Option
Plan: IDCW | PGIM India Mutual Fund | ₹15.34 Cr | 0.70% | 2.95% | 0.00% | ₹11.52 |
| PGIM India Retirement Fund - Direct Plan - Growth Option
Plan: Growth | PGIM India Mutual Fund | ₹1.65K Cr | 0.70% | 2.95% | 0.00% | ₹11.52 |
| Union Retirement Fund - Direct Plan - Growth Option
Plan: Growth | Union Mutual Fund | ₹662.63 Cr | 1.11% | 7.89% | 17.50% | ₹16.14 |
| Union Retirement Fund - Direct Plan - IDCW Option
Plan: IDCW | Union Mutual Fund | ₹10.57 Cr | 1.11% | 7.89% | 17.50% | ₹16.14 |
| Union Children's Fund - Direct Plan - Growth Option
Plan: Growth | Union Mutual Fund | ₹126.18 Cr | 1.33% | 6.29% | 0.00% | ₹12.33 |
| Union Children's Fund - Direct Plan - IDCW Option
Plan: IDCW | Union Mutual Fund | ₹1.23 Cr | 1.33% | 6.29% | 0.00% | ₹12.33 |
Showing 70 Retirement Fund funds
Key Investment Insights
💡
Average Performance
Retirement Fund funds have delivered an average return of 5.36% over 1 year, with the category's expense ratio averaging 1.07%.
📊
Market Coverage
With 70 funds managing ₹5.78L Cr, this subcategory offers diverse investment options across various fund houses.
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Investment Strategy
Retirement Fund funds are part of the Solution Oriented category, designed for investors seeking balanced investment approach.