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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: 25,950 Cr

Best performing Solution Oriented, Retirement Fund - Equity Oriented

NameAUM (Cr)Base Exp. Ratio (%)1Y Return3Y CAGR5Y CAGR
ICICI Pru Retirement Fund-Pure Equity Plan2,157.940.643.59%18.24%16.51%
ICICI Pru Retirement Fund-Hybrid Aggressive Plan1,267.940.733.70%15.58%12.69%
HDFC Retirement Fund-Equity Plan6,644.770.7410.44%8.69%10.59%
Aditya Birla SL Retirement Fund-30465.360.973.47%14.73%10.49%
SBI Retirement Benefit Fund-Aggressive Hybrid Plan1,587.470.905.15%7.83%8.96%
SBI Retirement Benefit Fund-Aggressive Plan3,066.390.847.88%7.07%8.86%
Tata Retirement Sav Fund - Mod Plan2,115.040.593.64%10.35%8.59%
Nippon India Retirement Fund-Wealth Creation2,938.850.8610.15%8.94%8.45%
Tata Retirement Sav Fund - Prog Plan2,254.570.564.64%10.66%8.45%
HDFC Retirement Fund-Hybrid-Equity Plan1,529.610.929.36%6.86%8.18%

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Overview of Solution Oriented, Retirement Fund - Equity Oriented

ICICI Pru Retirement Fund-Pure Equity Plan
  • AUM
    ₹ 2,157.94 Cr.
  • Base Exp. Ratio
    0.64%
  • 5Y CAGR
    16.51%
Performance
The fund's annualised performance has been 18.21% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.61% vs its category average of 12.29%.
Composition
Equity makes up for the majority of the fund at 95.78% along with the largest allocation towards Electrical Components & Equipments at 7.47%.
ICICI Pru Retirement Fund-Hybrid Aggressive Plan
  • AUM
    ₹ 1,267.94 Cr.
  • Base Exp. Ratio
    0.73%
  • 5Y CAGR
    12.69%
Performance
The fund's annualised performance has been 14.74% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.71% vs its category average of 12.29%.
Composition
Equity makes up for the majority of the fund at 82.06% along with the largest allocation towards Miscellaneous at 5.74%.
HDFC Retirement Fund-Equity Plan
  • AUM
    ₹ 6,644.77 Cr.
  • Base Exp. Ratio
    0.74%
  • 5Y CAGR
    10.59%
Performance
The fund's annualised performance has been 16.86% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.83% vs its category average of 12.29%.
Composition
Equity makes up for the majority of the fund at 93.34% along with the largest allocation towards Private Banks at 23.53%.
Aditya Birla SL Retirement Fund-30
  • AUM
    ₹ 465.36 Cr.
  • Base Exp. Ratio
    0.97%
  • 5Y CAGR
    10.49%
Performance
The fund's annualised performance has been 11.88% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.8% vs its category average of 12.29%.
Composition
Equity makes up for the majority of the fund at 95.94% along with the largest allocation towards Private Banks at 11.22%.
SBI Retirement Benefit Fund-Aggressive Hybrid Plan
  • AUM
    ₹ 1,587.47 Cr.
  • Base Exp. Ratio
    0.9%
  • 5Y CAGR
    8.96%
Performance
The fund's annualised performance has been 12.33% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.35% vs its category average of 12.29%.
Composition
Equity makes up for the majority of the fund at 77.54% along with the largest allocation towards Others at 13.91%.
SBI Retirement Benefit Fund-Aggressive Plan
  • AUM
    ₹ 3,066.39 Cr.
  • Base Exp. Ratio
    0.84%
  • 5Y CAGR
    8.86%
Performance
The fund's annualised performance has been 12.96% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.31% vs its category average of 12.29%.
Composition
Equity makes up for the majority of the fund at 95.27% along with the largest allocation towards Private Banks at 14.42%.
Tata Retirement Sav Fund - Mod Plan
  • AUM
    ₹ 2,115.04 Cr.
  • Base Exp. Ratio
    0.59%
  • 5Y CAGR
    8.59%
Performance
The fund's annualised performance has been 14.17% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.65% vs its category average of 12.29%.
Composition
Equity makes up for the majority of the fund at 79.07% along with the largest allocation towards Private Banks at 10.24%.
Nippon India Retirement Fund-Wealth Creation
  • AUM
    ₹ 2,938.85 Cr.
  • Base Exp. Ratio
    0.86%
  • 5Y CAGR
    8.45%
Performance
The fund's annualised performance has been 9.79% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.8% vs its category average of 12.29%.
Composition
Equity makes up for the majority of the fund at 98.89% along with the largest allocation towards Private Banks at 19.03%.
Tata Retirement Sav Fund - Prog Plan
  • AUM
    ₹ 2,254.57 Cr.
  • Base Exp. Ratio
    0.56%
  • 5Y CAGR
    8.45%
Performance
The fund's annualised performance has been 14.22% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.56% vs its category average of 12.29%.
Composition
Equity makes up for the majority of the fund at 93.5% along with the largest allocation towards Private Banks at 10.54%.
HDFC Retirement Fund-Hybrid-Equity Plan
  • AUM
    ₹ 1,529.61 Cr.
  • Base Exp. Ratio
    0.92%
  • 5Y CAGR
    8.18%
Performance
The fund's annualised performance has been 14.05% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.16% vs its category average of 12.29%.
Composition
Equity makes up for the majority of the fund at 69.98% along with the largest allocation towards Private Banks at 20.26%.
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.