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Retirement Funds

Retirement Funds are designed specifically for retirement goals and come with a lock-in period of 5 years or until retirement, whichever occurs earlier. They invest in stocks and FD-like instruments.

time horizon

5 years Lock-in

total funds

25 Funds

total aum

₹17,891 Cr Total AUM

Equity

Explore Retirement Mutual Funds

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Fund nameFund sizeExpense Ratio
3Y Returnsfilter toggle
ICICI Prudential Retirement Fund Pure Equity Plan Direct Growth₹1,049 Cr0.72%23.9%
Nippon India Retirement Fund - Wealth Creation Scheme Direct Growth₹3,336 Cr0.98%20.2%
ICICI Prudential Retirement Fund Hybrid Aggressive Plan Direct Growth₹720 Cr0.86%20.0%
Tata Retirement Savings Progressive Fund Direct Growth₹2,108 Cr0.54%18.5%
SBI Retirement Benefit Fund - Aggressive Plan Direct Growth₹2,773 Cr0.81%18.1%
Tata Retirement Savings Moderate Fund Direct Growth₹2,176 Cr0.6%17.0%
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth₹1,531 Cr1.05%16.1%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct Growth₹401 Cr1.16%15.9%
Aditya Birla Sun Life Retirement Fund - The 40s Plan Direct Growth₹112 Cr1.01%14.5%
Axis Retirement Savings Fund - Dynamic Plan Direct Growth₹387 Cr1.12%14.1%

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Disclaimers: Data can be sourced from Morningstar, Bloomberg, CRISIL, etc. Information gathered and provided herein is believed to be from reliable sources.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Mutual Fund distribution services are offered through Dezerv Distribution Services Private Limited, a wholly owned subsidiary of Dezerv Investments Private Limited (collectively referred to as “Dezerv”) with AMFI Registration No.: ARN- 248439.Read More