evenfolioFund Details
Mutual funds · Life Goals
Retirement Funds
Retirement funds, locked in for five years or until retirement age, whichever comes first.
29 funds·₹31.84 K Cr AUM of funds listed·as of 1 Oct 2026
FundAUM (₹ Cr)Expense1Y3Y CAGR5Y CAGR
- HDFC Retirement Fund - Equity Plan6,7180.92%-7.3%8.1%11.2%
- UTI Retirement Fund4,6291.16%+0.2%8.2%8.4%
- Nippon India Retirement Fund- Wealth Creation Scheme3,0371.26%-4.6%9.3%9.9%
- SBI Retirement Benefit Fund - Aggressive Plan3,0051.13%-1.7%7.6%10.4%
- Tata Retirement Savings Fund-Moderate Plan2,1120.84%+3.0%10.9%9.6%
- Tata Retirement Savings Fund-Progressive Plan2,0870.84%+2.8%11.3%9.6%
- ICICI Prudential Retirement Fund Pure Equity Plan1,8840.88%+4.3%18.5%18.0%
- HDFC Retirement Fund - Hybrid-Equity Plan1,6101.11%-6.7%6.6%8.6%
- SBI Retirement Benefit Fund - Aggressive Hybrid Plan1,5791.22%+0.9%8.6%10.4%
- ICICI Prudential Retirement Fund Hybrid Aggressive Plan1,1731.21%+4.2%16.4%14.4%
- Axis Retirement Fund - Aggressive Plan6961.27%-2.7%9.9%6.4%
- Franklin India Retirement Fund4951.55%-1.3%7.0%6.8%
- Aditya Birla Sun Life Retirement Fund-The 30s Plan4381.35%+11.0%15.1%11.6%
- Baroda BNP Paribas Retirement Fund3861.18%+2.1%——
- Axis Retirement Fund - Dynamic Plan2811.35%-2.6%10.8%7.5%
- SBI Retirement Benefit Fund - Conservative Hybrid Plan2541.24%+0.8%6.5%7.5%
- Union Retirement Fund1971.37%+1.9%11.7%—
- Bandhan Retirement Fund1810.96%-2.3%——
- Tata Retirement Savings Fund-Conservative Plan1651.06%+2.9%7.2%6.4%
- HDFC Retirement Fund - Hybrid-Debt Plan1531.35%-0.1%6.3%6.8%
- SBI Retirement Benefit Fund - Conservative Plan1460.98%+1.9%6.4%6.8%
- Nippon India Retirement Fund- Income Generation Scheme1410.98%-0.8%6.1%5.8%
- Aditya Birla Sun Life Retirement Fund-The 40s Plan1121.18%+0.2%9.9%8.5%
- PGIM India Retirement Fund981.15%+0.7%——
- ICICI Prudential Retirement Fund Hybrid Conservative Plan921.05%+4.1%9.4%8.5%
- ICICI Prudential Retirement Fund Pure Debt Plan821.22%+3.9%6.5%5.9%
- Axis Retirement Fund - Conservative Plan481.27%-1.7%6.8%5.7%
- Aditya Birla Sun Life Retirement Fund-The 50s Plan270.63%+3.4%7.6%6.8%
- Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan140.92%+3.3%5.8%5.0%
Returns for each fund's direct plan, growth option, where it has one. 3Y and 5Y figures are annualised; a fund younger than the period shows none. Sorted by AUM, largest first. AUM is each scheme's average assets for April - June 2026; the total above is our sum over the funds listed, and can differ from a fund house's own published total, which usually counts month-end assets. Not investment advice.