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Retirement Funds

Investing in Stocks & FD-like instruments, these Funds are especially created for Retirement Goal. Have a lock-in of 5 years or until retirement, whichever is earlier.

Show returns & current values for:
ShowReturns foroffor
Investment: 6 Lakh

List of Retirement Funds in India Ranked by Last 5 Year Returns

HDFC Retirement Savings Fund - Equity Plan
AUM
₹4,830 Crs
Current Value
Return (p.a)
+ 28.28% + 100.41% N.A. + 38.91% + 9.84% + 27.08% + 47.61% + 29.05% + 4.08% + 33.0% + 36.18% + 36.59% + 18.55% + 41.76% + 2.52%
ETM Rank #1 of 5 in Retirement Solutions
Expense 0.68%
HDFC Retirement Savings Fund - Hybrid Equity Plan
AUM
₹1,352 Crs
Current Value
Return (p.a)
+ 20.45% + 66.12% N.A. + 27.16% + 7.08% + 20.09% + 34.13% + 19.53% + 2.83% + 24.93% + 26.95% + 26.53% + 13.61% + 32.76% + 2.04%
ETM Rank #1 of 11 in Retirement Solutions
Expense 0.94%
ICICI Prudential Retirement Fund - Pure Equity Plan
AUM
₹649 Crs
Current Value
Return (p.a)
+ 31.64% + 116.98% N.A. + 77.11% + 17.9% + 35.01% + 63.97% + 67.46% + 8.45% + 45.26% + 50.62% + 64.67% + 31.78% + 118.17% + 5.71%
ETM Rank #2 of 5 in Retirement Solutions
Expense 0.64%
Tata Retirement Savings Progressive Plan
AUM
₹1,750 Crs
Current Value
Return (p.a)
+ 19.5% + 62.36% + 16.18% + 133.37% + 36.28% + 9.24% + 20.76% + 35.39% + 40.28% + 5.46% + 28.38% + 30.86% + 35.04% + 17.79% + 74.91% + 4.06%
ETM Rank #3 of 5 in Retirement Solutions
Expense 0.59%
HDFC Retirement Savings Fund - Hybrid Debt Plan
AUM
₹156 Crs
Current Value
Return (p.a)
+ 10.39% + 29.81% N.A. + 14.87% + 4.01% + 10.79% + 17.51% + 11.85% + 1.77% + 12.74% + 13.49% + 13.45% + 7.03% + 13.97% + 0.94%
ETM Rank #3 of 11 in Retirement Solutions
Expense 0.94%
Nippon India Retirement Fund - Wealth Creation Scheme
AUM
₹3,004 Crs
Current Value
Return (p.a)
+ 22.72% + 75.5% N.A. + 43.73% + 10.93% + 25.18% + 43.86% + 34.63% + 4.78% + 33.31% + 36.53% + 41.8% + 21.05% + 50.17% + 2.94%
ETM Rank #4 of 5 in Retirement Solutions
Expense 1.04%
Tata Retirement Savings Moderate Fund
AUM
₹1,918 Crs
Current Value
Return (p.a)
+ 17.81% + 55.81% + 14.89% + 117.85% + 30.75% + 7.94% + 18.62% + 31.4% + 34.97% + 4.82% + 24.64% + 26.62% + 29.31% + 14.99% + 60.94% + 3.45%
ETM Rank #5 of 11 in Retirement Solutions
Expense 0.63%
Aditya Birla Sun Life Retirement Fund - The 30s Plan
AUM
₹356 Crs
Current Value
Return (p.a)
+ 16.69% + 51.61% N.A. + 38.23% + 9.69% + 18.41% + 31.02% + 38.4% + 5.23% + 25.13% + 27.18% + 32.37% + 16.49% + 77.85% + 4.19%
ETM Rank #5 of 5 in Retirement Solutions
Expense 1.04%
Aditya Birla Sun Life Retirement Fund - The 40s Plan
AUM
₹108 Crs
Current Value
Return (p.a)
+ 14.4% + 43.31% N.A. + 27.42% + 7.14% + 15.65% + 26.01% + 24.37% + 3.48% + 21.01% + 22.56% + 25.9% + 13.3% + 48.68% + 2.87%
ETM Rank #6 of 11 in Retirement Solutions
Expense 0.99%
Tata Retirement Savings Conservative Fund
AUM
₹167 Crs
Current Value
Return (p.a)
+ 9.38% + 26.58% + 9.22% + 61.05% + 14.22% + 3.84% + 9.78% + 15.78% + 13.52% + 2.0% + 12.37% + 13.09% + 13.83% + 7.22% + 18.31% + 1.2%
ETM Rank #9 of 11 in Retirement Solutions
Expense 0.96%
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