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
6.68%
Avg 1Y Return
11.73%
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 6.68% over 1 year and 11.73% 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% | 10.33% | 16.32% | ₹22.65 |
| ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA- Direct - IDCW
Plan: IDCW | Aditya Birla Sun Life Mutual Fund | ₹115.91 Cr | 0.96% | 3.77% | 11.28% | ₹19.83 |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan-Direct Growth
Plan: Growth | Aditya Birla Sun Life Mutual Fund | ₹2.41K Cr | 1.16% | 14.66% | 17.96% | ₹22.75 |
| 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% | 7.82% | 10.17% | ₹18.52 |
| 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% | 2.68% | 8.02% | ₹17.22 |
| 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% | 9.23% | 15.69% | ₹21.16 |
| 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% | 1.72% | 2.55% | ₹13.31 |
| 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% | 8.20% | 9.85% | ₹16.36 |
| 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% | 5.50% | 6.45% | ₹14.62 |
| 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% | -0.82% | -0.64% | ₹11.89 |
| Baroda BNP Paribas Retirement Fund - Direct plan - Growth option
Plan: Growth | Baroda BNP Paribas Mutual Fund | ₹1.02K Cr | 1.16% | 8.40% | 0.00% | ₹11.72 |
| Baroda BNP Paribas Retirement Fund - Direct plan - IDCW option
Plan: IDCW | Baroda BNP Paribas Mutual Fund | ₹10.44 Cr | 1.16% | 8.40% | 0.00% | ₹11.72 |
| Baroda BNP Paribas Children's Fund - Direct Plan - Growth Option
Plan: Growth | Baroda BNP Paribas Mutual Fund | ₹104.51 Cr | 0.38% | 12.63% | 0.00% | ₹11.29 |
| HDFC Childrens Fund - Direct Plan
Plan: Growth | HDFC Mutual Fund | ₹93.00K Cr | 0.41% | 4.43% | 14.74% | ₹325.09 |
| HDFC Retirement Savings Fund - Equity Plan - Growth Option - Direct Plan
Plan: Growth | HDFC Mutual Fund | ₹1.30L Cr | 0.72% | 7.80% | 18.74% | ₹58.07 |
| HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option - Direct Plan
Plan: Growth | HDFC Mutual Fund | ₹21.70K Cr | 0.72% | 7.32% | 15.27% | ₹44.49 |
| HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option - Direct Plan
Plan: Growth | HDFC Mutual Fund | ₹3.87K Cr | 0.72% | 6.48% | 9.71% | ₹24.87 |
| ICICI Prudential Children's Fund - Direct Plan
Plan: Growth | ICICI Prudential Mutual Fund | ₹8.12K Cr | 1.46% | 8.78% | 19.09% | ₹360.62 |
| ICICI Prudential Retirement Fund - Pure Equity - Direct Plan - IDCW Option
Plan: IDCW | ICICI Prudential Mutual Fund | ₹149.13 Cr | 1.05% | 17.17% | 27.59% | ₹37.74 |
| ICICI Prudential Retirement Fund - Pure Equity - Direct Plan - Growth Option
Plan: Growth | ICICI Prudential Mutual Fund | ₹22.77K Cr | 1.05% | 17.16% | 27.58% | ₹37.75 |
| ICICI Prudential Retirement Fund - Hybrid Conservative - Direct Plan - IDCW Option
Plan: IDCW | ICICI Prudential Mutual Fund | ₹28.49 Cr | 1.05% | 10.64% | 12.87% | ₹19.72 |
| ICICI Prudential Retirement Fund - Hybrid Conservative - Direct Plan - Growth Option
Plan: Growth | ICICI Prudential Mutual Fund | ₹881.87 Cr | 1.05% | 10.64% | 12.87% | ₹19.72 |
| ICICI Prudential Retirement Fund - Hybrid Aggressive - Direct Plan - IDCW Option
Plan: IDCW | ICICI Prudential Mutual Fund | ₹137.55 Cr | 1.05% | 15.25% | 23.90% | ₹30.15 |
| ICICI Prudential Retirement Fund - Hybrid Aggressive - Direct Plan - Growth Option
Plan: Growth | ICICI Prudential Mutual Fund | ₹4.32K Cr | 1.05% | 15.21% | 23.89% | ₹30.14 |
| ICICI Prudential Retirement Fund - Pure Debt - Direct Plan - IDCW Option
Plan: IDCW | ICICI Prudential Mutual Fund | ₹14.10 Cr | 1.05% | 6.20% | 7.29% | ₹16.75 |
| ICICI Prudential Retirement Fund - Pure Debt - Direct Plan - Growth Option
Plan: Growth | ICICI Prudential Mutual Fund | ₹1.55K Cr | 1.05% | 6.20% | 7.29% | ₹16.75 |
| Nippon India Retirement Fund- Wealth Creation Scheme- Direct Plan- Growth Plan - Growth Option
Plan: Growth | Nippon India Mutual Fund | ₹12.01K Cr | 0.98% | 7.04% | 19.12% | ₹32.66 |
| Nippon India Retirement Fund- Income Generation Scheme- Direct Plan- Growth Plan - Growth Option
Plan: Growth | Nippon India Mutual Fund | ₹2.06K Cr | 0.98% | 4.56% | 9.18% | ₹23.18 |
| NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME - Direct Plan - IDCW Option
Plan: IDCW | Nippon India Mutual Fund | ₹536.85 Cr | 0.98% | -7.30% | 8.73% | ₹22.62 |
| NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME - Direct Plan - IDCW Option
Plan: IDCW | Nippon India Mutual Fund | ₹167.50 Cr | 0.98% | 4.56% | 9.18% | ₹23.18 |
| Nippon India Retirement Fund- Income Generation Scheme- Direct Plan-Growth Plan- Bonus Option
Plan: Bonus | Nippon India Mutual Fund | ₹2.74 Cr | 0.98% | 4.56% | 9.18% | ₹23.18 |
| Nippon India Retirement Fund- Wealth Creation Scheme- Direct Plan-Growth Plan- Bonus Option
Plan: Bonus | Nippon India Mutual Fund | ₹12.40 Cr | 0.98% | 7.04% | 19.12% | ₹32.66 |
| SBI Magnum Children's Benefit Fund - Savings Plan - DIRECT PLAN - GROWTH
Plan: Growth | SBI Mutual Fund | ₹2.76K Cr | 0.85% | 5.01% | 12.68% | ₹121.20 |
| SBI Magnum Children's Benefit Fund - Investment Plan - Direct Plan - Growth
Plan: Growth | SBI Mutual Fund | ₹72.33K Cr | 0.85% | 8.56% | 22.91% | ₹46.75 |
| SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth
Plan: Growth | SBI Mutual Fund | ₹12.25K Cr | 1.06% | 8.32% | 14.08% | ₹20.33 |
| SBI Retirement Benefit Fund - Conservative Plan - Direct Plan - Growth
Plan: Growth | SBI Mutual Fund | ₹1.57K Cr | 1.06% | 4.97% | 8.57% | ₹14.74 |
| 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% | 8.32% | 14.08% | ₹20.33 |
| SBI Retirement Benefit Fund - Conservative Hybrid Plan - Direct Plan - Growth
Plan: Growth | SBI Mutual Fund | ₹3.06K Cr | 1.06% | 4.93% | 9.85% | ₹16.09 |
| 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% | 4.97% | 8.57% | ₹14.74 |
| SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - Growth
Plan: Growth | SBI Mutual Fund | ₹34.38K Cr | 1.06% | 5.75% | 14.19% | ₹21.27 |
| 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% | 4.93% | 9.85% | ₹16.08 |
| 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% | 5.75% | 14.19% | ₹21.26 |
| Tata Retirement Savings Fund- Progressive Plan -Direct Plan-Growth Option
Plan: Growth | Tata Mutual Fund | ₹27.85K Cr | 0.98% | 3.65% | 17.50% | ₹78.19 |
| Tata Childrens Fund-Direct Plan-Growth Option
Plan: Growth | Tata Mutual Fund | ₹1.35K Cr | 2.07% | 1.06% | 12.90% | ₹65.96 |
| Tata Retirement Savings Fund- Conservative Plan-Direct Plan-Growth Option
Plan: Growth | Tata Mutual Fund | ₹3.79K Cr | 0.98% | 5.52% | 9.68% | ₹37.50 |
| Tata Retirement Savings Fund- Moderate Plan -Direct Plan-Growth Option
Plan: Growth | Tata Mutual Fund | ₹33.07K Cr | 0.98% | 4.95% | 16.32% | ₹76.23 |
| Franklin India Retirement Fund - Direct - IDCW
Plan: IDCW | Franklin Templeton Mutual Fund | ₹416.49 Cr | 1.45% | -3.03% | 1.90% | ₹18.43 |
| Franklin India Retirement Fund - Direct - Growth
Plan: Growth | Franklin Templeton Mutual Fund | ₹4.79K Cr | 1.45% | 5.64% | 11.10% | ₹242.22 |
| UTI Children's Equity Fund - Direct Plan - Growth Option
Plan: Growth | UTI Mutual Fund | ₹6.06K Cr | 1.21% | 4.88% | 14.57% | ₹93.56 |
| UTI Children's Equity Fund - Direct Plan - IDCW
Plan: IDCW | UTI Mutual Fund | ₹20.23 Cr | 1.21% | 4.88% | 14.57% | ₹93.73 |
| UTI Retirement Fund- Direct Plan
Plan: Growth | UTI Mutual Fund | ₹21.28K Cr | 1.09% | 6.85% | 12.69% | ₹54.93 |
| UTI Children's Hybrid Fund - Direct Plan
Plan: Growth | UTI Mutual Fund | ₹25.75K Cr | 1.57% | 4.72% | 9.71% | ₹41.43 |
| Bandhan Retirement Fund - Direct Plan - IDCW
Plan: IDCW | Bandhan Mutual Fund | ₹21.20 Cr | 0.70% | 8.27% | 0.00% | ₹13.17 |
| Bandhan Retirement Fund - Direct Plan - Growth
Plan: Growth | Bandhan Mutual Fund | ₹1.20K Cr | 0.70% | 8.30% | 0.00% | ₹13.18 |
| Axis Children's Fund - Lock in - Direct Growth
Plan: Growth | Axis Mutual Fund | ₹1.48K Cr | 1.38% | 5.98% | 12.35% | ₹29.91 |
| Axis Children's Fund - Lock in - Direct Plan - IDCW
Plan: IDCW | Axis Mutual Fund | ₹4.32 Cr | 1.38% | 5.98% | 12.35% | ₹29.89 |
| Axis Children's Fund - No Lock in - Direct Growth
Plan: Growth | Axis Mutual Fund | ₹568.76 Cr | 1.38% | 6.03% | 12.53% | ₹30.49 |
| Axis Children's Fund - No Lock in - Direct Plan - IDCW
Plan: IDCW | Axis Mutual Fund | ₹17.46 Cr | 1.38% | 5.99% | 12.39% | ₹29.95 |
| Axis Retirement Fund - Aggressive Plan - Direct Growth
Plan: Growth | Axis Mutual Fund | ₹5.21K Cr | 1.07% | 5.32% | 16.14% | ₹20.21 |
| Axis Retirement Fund - Dynamic Plan - Direct Growth
Plan: Growth | Axis Mutual Fund | ₹2.35K Cr | 1.07% | 4.17% | 17.30% | ₹21.48 |
| Axis Retirement Fund - Aggressive Plan - Direct Plan - IDCW
Plan: IDCW | Axis Mutual Fund | ₹127.81 Cr | 1.07% | 5.33% | 16.14% | ₹20.16 |
| Axis Retirement Fund - Conservative Plan - Direct Plan - IDCW
Plan: IDCW | Axis Mutual Fund | ₹14.85 Cr | 1.07% | 5.18% | 11.13% | ₹17.51 |
| Axis Retirement Fund - Conservative Plan - Direct Growth
Plan: Growth | Axis Mutual Fund | ₹595.67 Cr | 1.07% | 5.18% | 11.23% | ₹17.70 |
| Axis Retirement Fund - Dynamic Plan - Direct Plan - IDCW
Plan: IDCW | Axis Mutual Fund | ₹46.97 Cr | 1.07% | 4.22% | 17.24% | ₹21.24 |
| PGIM India Retirement Fund - Direct Plan - IDCW Payout Option
Plan: IDCW | PGIM India Mutual Fund | ₹15.34 Cr | 0.70% | 4.92% | 0.00% | ₹11.94 |
| PGIM India Retirement Fund - Direct Plan - Growth Option
Plan: Growth | PGIM India Mutual Fund | ₹1.65K Cr | 0.70% | 4.92% | 0.00% | ₹11.94 |
| Union Retirement Fund - Direct Plan - Growth Option
Plan: Growth | Union Mutual Fund | ₹662.63 Cr | 1.11% | 10.95% | 19.53% | ₹16.82 |
| Union Retirement Fund - Direct Plan - IDCW Option
Plan: IDCW | Union Mutual Fund | ₹10.57 Cr | 1.11% | 10.95% | 19.53% | ₹16.82 |
| Union Children's Fund - Direct Plan - Growth Option
Plan: Growth | Union Mutual Fund | ₹126.18 Cr | 1.33% | 9.45% | 0.00% | ₹12.86 |
| Union Children's Fund - Direct Plan - IDCW Option
Plan: IDCW | Union Mutual Fund | ₹1.23 Cr | 1.33% | 9.45% | 0.00% | ₹12.86 |
Showing 70 Retirement Fund funds
Key Investment Insights
💡
Average Performance
Retirement Fund funds have delivered an average return of 6.68% 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.