Retirement Funds: NAV & Returns
29 Retirement Fund schemes ranked by 1-year return, NAVs as of 4 Nov 2026. Direct plan, Growth option; each links to its full page with SIP values and the Direct vs Regular cost.
Category average, 1Y
+1.2%
3Y (a year)
+10.47%
5Y (a year)
+8.94%
Retirement Fund schemes by 1-year return
| # | Name | NAV | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| 1 | Aditya Birla Sun Life Retirement Fund-The 30s PlanAditya Birla Sun Life Mutual Fund | 25.08 | +10.74% | +17.38% | +12.25% |
| 2 | ICICI Prudential Retirement Fund Hybrid Conservative PlanICICI Prudential Mutual Fund | 20.04 | +3.88% | +9.68% | +8.53% |
| 3 | Tata Retirement Savings Fund-Progressive PlanTata Mutual Fund | 82.40 | +3.86% | +13.17% | +10.28% |
| 4 | ICICI Prudential Retirement Fund Pure Debt PlanICICI Prudential Mutual Fund | 17.23 | +3.84% | +6.52% | +5.91% |
| 5 | Tata Retirement Savings Fund-Moderate PlanTata Mutual Fund | 79.97 | +3.56% | +12.49% | +10.14% |
| 6 | Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt PlanAditya Birla Sun Life Mutual Fund | 14.96 | +3.16% | +5.85% | +5.05% |
| 7 | Tata Retirement Savings Fund-Conservative PlanTata Mutual Fund | 38.58 | +3.07% | +7.88% | +6.62% |
| 8 | Aditya Birla Sun Life Retirement Fund-The 50s PlanAditya Birla Sun Life Mutual Fund | 16.69 | +2.85% | +8.22% | +6.95% |
| 9 | Union Retirement FundUnion Mutual Fund | 17.00 | +2.6% | +13.36% | — |
| 10 | PGIM India Retirement FundPGIM India Mutual Fund | 12.60 | +2.44% | — | — |
| 11 | SBI Retirement Benefit Fund - Conservative PlanSBI Mutual Fund | 15.02 | +2.32% | +6.81% | +6.88% |
| 12 | ICICI Prudential Retirement Fund Pure Equity PlanICICI Prudential Mutual Fund | 38.37 | +2.29% | +20.68% | +18.27% |
| 13 | SBI Retirement Benefit Fund - Aggressive Hybrid PlanSBI Mutual Fund | 20.56 | +1.82% | +10.12% | +10.32% |
| 14 | SBI Retirement Benefit Fund - Conservative Hybrid PlanSBI Mutual Fund | 16.33 | +1.78% | +7.4% | +7.55% |
| 15 | Baroda BNP Paribas Retirement FundBaroda BNP Paribas Mutual Fund | 11.91 | +1.64% | — | — |
| 16 | ICICI Prudential Retirement Fund Hybrid Aggressive PlanICICI Prudential Mutual Fund | 30.09 | +1.14% | +17.54% | +13.89% |
| 17 | Nippon India Retirement Fund- Income Generation SchemeNippon India Mutual Fund | 23.26 | +0.44% | +7.15% | +6.27% |
| 18 | Aditya Birla Sun Life Retirement Fund-The 40s PlanAditya Birla Sun Life Mutual Fund | 21.30 | +0.37% | +11.8% | +9.14% |
| 19 | SBI Retirement Benefit Fund - Aggressive PlanSBI Mutual Fund | 21.47 | +0.32% | +9.76% | +10.47% |
| 20 | HDFC Retirement Fund - Hybrid-Debt PlanHDFC Mutual Fund | 24.77 | +0.31% | +7.01% | +7.03% |
| 21 | Bandhan Retirement FundBandhan Mutual Fund | 13.19 | +0.26% | +10.22% | — |
| 22 | UTI Retirement FundUTI Mutual Fund | 54.43 | +0.14% | +9.11% | +8.52% |
| 23 | Axis Retirement Fund - Conservative PlanAxis Mutual Fund | 17.53 | -0.65% | +7.9% | +6.17% |
| 24 | Axis Retirement Fund - Dynamic PlanAxis Mutual Fund | 21.63 | -1.05% | +12.83% | +7.84% |
| 25 | Axis Retirement Fund - Aggressive PlanAxis Mutual Fund | 20.21 | -1.27% | +11.94% | +7.33% |
| 26 | Franklin India Retirement FundFranklin Templeton Mutual Fund | 239.53 | -1.31% | +7.88% | +6.93% |
| 27 | Nippon India Retirement Fund- Wealth Creation SchemeNippon India Mutual Fund | 31.65 | -3.62% | +11.3% | +10.2% |
| 28 | HDFC Retirement Fund - Equity PlanHDFC Mutual Fund | 55.30 | -4.82% | +10.49% | +11.88% |
| 29 | HDFC Retirement Fund - Hybrid-Equity PlanHDFC Mutual Fund | 42.09 | -5.22% | +8.14% | +9.12% |
3Y and 5Y are compound annual returns. Ranking by past returns is not a recommendation.
Frequently asked questions
Which Retirement Fund scheme had the highest 1-year return?
Of 29 Retirement Fund schemes (Direct plan, Growth option), Aditya Birla Sun Life Retirement Fund-The 30s Plan had the highest 1-year return, +10.74%, to 4 Nov 2026. Past returns do not indicate future returns.
What is the average return of Retirement Fund schemes?
+1.2% over 1 year, +10.47% a year over 3 years and +8.94% a year over 5 years, averaged across the schemes in the category.
NAVs from AMFI; index levels from NSE. Returns are past performance and do not indicate future returns. For information only; not investment advice.
