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Solution Oriented, Retirement Fund - Equity Oriented

These retirement-oriented funds invest mainly in equities to create wealth over the long term. They carry higher risk but have the potential for better returns, suitable for long-term retirement planning.

  • ⏱ Horizon: Long
  • 🔢 Total funds: 17
  • 💰 Total AUM: 26,070 Cr

Best performing Solution Oriented, Retirement Fund - Equity Oriented

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
ICICI Pru Retirement Fund-Pure Equity Plan1,516.190.689.94%24.62%26.43%
HDFC Retirement Savings Fund-Equity Plan6,968.960.713.41%18.77%23.03%
ICICI Pru Retirement Fund-Hybrid Aggressive Plan997.520.749.07%21.39%20.23%
Nippon India Retirement Fund-Wealth Creation3,257.640.981.79%16.58%18.89%
HDFC Retirement Savings Fund-Hybrid-Equity Plan1,728.860.933.68%15.39%17.12%
Tata Retirement Sav Fund - Prog Plan2,117.150.531.57%16.30%15.72%
Tata Retirement Sav Fund - Mod Plan2,180.050.590.89%15.44%14.90%
Aditya Birla SL Retirement Fund-30427.161.165.01%15.89%14.75%
Axis Retirement Fund-Dynamic Plan316.431.210.18%15.27%13.97%
Aditya Birla SL Retirement Fund-40117.701.015.64%14.19%12.97%

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Overview of Solution Oriented, Retirement Fund - Equity Oriented

ICICI Pru Retirement Fund-Pure Equity Plan
  • AUM
    ₹ 1,516.19 Cr.
  • Expense Ratio
    0.68%
  • 5Y CAGR
    26.43%
Performance
The fund's annualised performance has been 21.55% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.81% vs its category average of 11.02%.
Composition
Equity makes up for the majority of the fund at 89.94% along with the largest allocation towards Miscellaneous at 9.16%.
HDFC Retirement Savings Fund-Equity Plan
  • AUM
    ₹ 6,968.96 Cr.
  • Expense Ratio
    0.71%
  • 5Y CAGR
    23.03%
Performance
The fund's annualised performance has been 19.89% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.18% vs its category average of 11.02%.
Composition
Equity makes up for the majority of the fund at 92.96% along with the largest allocation towards Private Banks at 22.27%.
ICICI Pru Retirement Fund-Hybrid Aggressive Plan
  • AUM
    ₹ 997.52 Cr.
  • Expense Ratio
    0.74%
  • 5Y CAGR
    20.23%
Performance
The fund's annualised performance has been 17.57% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.49% vs its category average of 11.02%.
Composition
Equity makes up for the majority of the fund at 80.76% along with the largest allocation towards Specialized Finance at 7.8%.
Nippon India Retirement Fund-Wealth Creation
  • AUM
    ₹ 3,257.64 Cr.
  • Expense Ratio
    0.98%
  • 5Y CAGR
    18.89%
Performance
The fund's annualised performance has been 11.6% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.42% vs its category average of 11.02%.
Composition
Equity makes up for the majority of the fund at 99.63% along with the largest allocation towards Private Banks at 16.56%.
HDFC Retirement Savings Fund-Hybrid-Equity Plan
  • AUM
    ₹ 1,728.86 Cr.
  • Expense Ratio
    0.93%
  • 5Y CAGR
    17.12%
Performance
The fund's annualised performance has been 16.65% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.44% vs its category average of 11.02%.
Composition
Equity makes up for the majority of the fund at 72.44% along with the largest allocation towards Private Banks at 18.77%.
Tata Retirement Sav Fund - Prog Plan
  • AUM
    ₹ 2,117.15 Cr.
  • Expense Ratio
    0.53%
  • 5Y CAGR
    15.72%
Performance
The fund's annualised performance has been 15.59% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.17% vs its category average of 11.02%.
Composition
Equity makes up for the majority of the fund at 96.01% along with the largest allocation towards Private Banks at 12.22%.
Tata Retirement Sav Fund - Mod Plan
  • AUM
    ₹ 2,180.05 Cr.
  • Expense Ratio
    0.59%
  • 5Y CAGR
    14.9%
Performance
The fund's annualised performance has been 15.46% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.06% vs its category average of 11.02%.
Composition
Equity makes up for the majority of the fund at 83.3% along with the largest allocation towards Private Banks at 11.42%.
Aditya Birla SL Retirement Fund-30
  • AUM
    ₹ 427.16 Cr.
  • Expense Ratio
    1.16%
  • 5Y CAGR
    14.75%
Performance
The fund's annualised performance has been 13.02% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.81% vs its category average of 11.02%.
Composition
Equity makes up for the majority of the fund at 95.75% along with the largest allocation towards Private Banks at 14.39%.
Axis Retirement Fund-Dynamic Plan
  • AUM
    ₹ 316.43 Cr.
  • Expense Ratio
    1.21%
  • 5Y CAGR
    13.97%
Performance
The fund's annualised performance has been 14.06% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.52% vs its category average of 11.02%.
Composition
Equity makes up for the majority of the fund at 87.12% along with the largest allocation towards Private Banks at 12.99%.
Aditya Birla SL Retirement Fund-40
  • AUM
    ₹ 117.70 Cr.
  • Expense Ratio
    1.01%
  • 5Y CAGR
    12.97%
Performance
The fund's annualised performance has been 11.87% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.97% vs its category average of 11.02%.
Composition
Equity makes up for the majority of the fund at 81.68% along with the largest allocation towards Private Banks at 17.29%.
This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.