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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 sorted by ET Money Ranking

HDFC Retirement Savings Fund - Equity Plan
AUM
₹5,044 Crs
Current Value
Return (p.a)
+ 28.17% + 100.05% N.A. + 33.17% + 8.64% + 26.52% + 46.57% + 31.48% + 4.54% + 32.54% + 35.73% + 34.26% + 17.6% + 54.39% + 3.51%
ETM Rank #1 of 5 in Retirement Solutions
Expense 0.67%
HDFC Retirement Savings Fund - Hybrid Equity Plan
AUM
₹1,394 Crs
Current Value
Return (p.a)
+ 20.52% + 66.5% N.A. + 24.69% + 6.57% + 20.02% + 34.05% + 23.38% + 3.46% + 24.96% + 27.06% + 25.61% + 13.3% + 43.84% + 2.93%
ETM Rank #1 of 11 in Retirement Solutions
Expense 0.93%
ICICI Prudential Retirement Fund - Pure Equity Plan
AUM
₹730 Crs
Current Value
Return (p.a)
+ 31.6% + 116.91% N.A. + 64.85% + 15.67% + 34.61% + 63.22% + 62.01% + 8.17% + 44.98% + 50.42% + 60.21% + 30.05% + 95.92% + 5.49%
ETM Rank #2 of 5 in Retirement Solutions
Expense 0.7%
Tata Retirement Savings Progressive Plan
AUM
₹1,836 Crs
Current Value
Return (p.a)
+ 20.05% + 64.59% + 16.37% + 135.91% + 37.27% + 9.6% + 21.44% + 36.72% + 55.4% + 7.43% + 29.64% + 32.39% + 35.64% + 18.28% + 78.44% + 4.71%
ETM Rank #3 of 5 in Retirement Solutions
Expense 0.57%
HDFC Retirement Savings Fund - Hybrid Debt Plan
AUM
₹157 Crs
Current Value
Return (p.a)
+ 10.51% + 30.23% N.A. + 14.38% + 3.93% + 10.99% + 17.87% + 13.82% + 2.11% + 12.95% + 13.75% + 13.58% + 7.16% + 21.54% + 1.56%
ETM Rank #3 of 11 in Retirement Solutions
Expense 0.95%
Nippon India Retirement Fund - Wealth Creation Scheme
AUM
₹3,091 Crs
Current Value
Return (p.a)
+ 23.07% + 77.09% N.A. + 42.05% + 10.71% + 25.39% + 44.35% + 45.56% + 6.29% + 33.91% + 37.32% + 40.84% + 20.82% + 86.12% + 5.06%
ETM Rank #4 of 5 in Retirement Solutions
Expense 0.96%
Tata Retirement Savings Moderate Fund
AUM
₹1,977 Crs
Current Value
Return (p.a)
+ 18.21% + 57.39% + 15.02% + 119.44% + 30.84% + 8.08% + 19.04% + 32.23% + 44.99% + 6.22% + 25.48% + 27.65% + 29.48% + 15.23% + 62.68% + 3.94%
ETM Rank #5 of 11 in Retirement Solutions
Expense 0.62%
Aditya Birla Sun Life Retirement Fund - The 30s Plan
AUM
₹370 Crs
Current Value
Return (p.a)
+ 16.75% + 51.89% N.A. + 32.53% + 8.48% + 18.28% + 30.83% + 38.36% + 5.41% + 24.94% + 27.03% + 30.2% + 15.59% + 50.52% + 3.3%
ETM Rank #5 of 5 in Retirement Solutions
Expense 1.04%
Aditya Birla Sun Life Retirement Fund - The 40s Plan
AUM
₹107 Crs
Current Value
Return (p.a)
+ 14.4% + 43.37% N.A. + 22.89% + 6.12% + 15.5% + 25.77% + 25.01% + 3.68% + 20.78% + 22.36% + 23.89% + 12.43% + 37.59% + 2.57%
ETM Rank #6 of 11 in Retirement Solutions
Expense 1.01%
Tata Retirement Savings Conservative Fund
AUM
₹166 Crs
Current Value
Return (p.a)
+ 9.61% + 27.35% + 9.31% + 61.86% + 15.29% + 4.17% + 10.15% + 16.43% + 19.55% + 2.92% + 12.94% + 13.74% + 14.45% + 7.61% + 26.06% + 1.86%
ETM Rank #9 of 11 in Retirement Solutions
Expense 0.97%
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