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Solution Oriented - Retirement Fund

Solution Oriented - Retirement Fund

Solution Oriented,Retirement Fund invest in high-risk stocks since the objective of the fund is to create a corpus for retirement. However, the lock-n-period is relatively higher than other funds as these funds are long term in nature.

  • ⏱ Horizon: Long
  • 🔢 Total funds: 26
  • 💰 Total AUM: 20,992 Cr

Best performing Solution Oriented - Retirement Fund

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR

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Overview of Solution Oriented - Retirement Fund

ICICI Pru Retirement Fund-Pure Equity Plan
  • AUM
    ₹ 649.09 Cr.
  • Expense Ratio
    0.64%
  • 5Y CAGR
    22.82%
Performance
The fund's annualised performance has been 23.13% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.64% vs its category average of 6.63%.
Composition
Equity makes up for the majority of the fund at 91.1% along with the largest allocation towards Construction & Engineering at 12%.
HDFC Retirement Savings Fund-Equity Plan
  • AUM
    ₹ 4,705.30 Cr.
  • Expense Ratio
    0.68%
  • 5Y CAGR
    22.18%
Performance
The fund's annualised performance has been 21.56% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.81% vs its category average of 6.63%.
Composition
Equity makes up for the majority of the fund at 88.52% along with the largest allocation towards Private Banks at 20.26%.
ICICI Pru Retirement Fund-Hybrid Aggressive Plan
  • AUM
    ₹ 366.59 Cr.
  • Expense Ratio
    0.66%
  • 5Y CAGR
    17.96%
Performance
The fund's annualised performance has been 18.37% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.52% vs its category average of 6.63%.
Composition
Equity makes up for the majority of the fund at 77.62% along with the largest allocation towards Miscellaneous at 11.93%.
HDFC Retirement Savings Fund-Hybrid-Equity Plan
  • AUM
    ₹ 1,338.49 Cr.
  • Expense Ratio
    0.94%
  • 5Y CAGR
    16.59%
Performance
The fund's annualised performance has been 17.87% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 6.78% vs its category average of 6.63%.
Composition
Equity makes up for the majority of the fund at 68.54% along with the largest allocation towards Private Banks at 14.77%.
Tata Retirement Sav Fund - Prog Plan
  • AUM
    ₹ 1,749.88 Cr.
  • Expense Ratio
    0.59%
  • 5Y CAGR
    15.76%
Performance
The fund's annualised performance has been 16.18% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.01% vs its category average of 6.63%.
Composition
Equity makes up for the majority of the fund at 94.05% along with the largest allocation towards Private Banks at 13.7%.
Tata Retirement Sav Fund - Mod Plan
  • AUM
    ₹ 1,895.81 Cr.
  • Expense Ratio
    0.63%
  • 5Y CAGR
    14.44%
Performance
The fund's annualised performance has been 15.95% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.59% vs its category average of 6.63%.
Composition
Equity makes up for the majority of the fund at 81.3% along with the largest allocation towards Private Banks at 13.08%.
Nippon India Retirement Fund-Wealth Creation
  • AUM
    ₹ 3,003.63 Cr.
  • Expense Ratio
    1.04%
  • 5Y CAGR
    14.03%
Performance
The fund's annualised performance has been 11.77% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.26% vs its category average of 6.63%.
Composition
Equity makes up for the majority of the fund at 97.35% along with the largest allocation towards Private Banks at 17.45%.
Aditya Birla SL Retirement Fund-30
  • AUM
    ₹ 356.07 Cr.
  • Expense Ratio
    1.04%
  • 5Y CAGR
    12.18%
Performance
The fund's annualised performance has been 12.54% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.4% vs its category average of 6.63%.
Composition
Equity makes up for the majority of the fund at 97.49% along with the largest allocation towards Private Banks at 19.23%.
Aditya Birla SL Retirement Fund-40
  • AUM
    ₹ 110.43 Cr.
  • Expense Ratio
    0.99%
  • 5Y CAGR
    11.16%
Performance
The fund's annualised performance has been 11.41% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 7.13% vs its category average of 6.63%.
Composition
Equity makes up for the majority of the fund at 73% along with the largest allocation towards Private Banks at 16.04%.
ICICI Pru Retirement Fund-Hybrid Cons Plan
  • AUM
    ₹ 56.70 Cr.
  • Expense Ratio
    1.09%
  • 5Y CAGR
    10.27%
Performance
The fund's annualised performance has been 10.36% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.47% vs its category average of 6.63%.
Composition
Government Securities makes up for the majority of the fund at 29.46% along with the largest allocation towards G-Sec at 29.46%.
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.