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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: 17,677 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

HDFC Retirement Savings Fund-Equity Plan
  • AUM
    ₹ 3,739.41 Cr.
  • Expense Ratio
    0.73%
  • 5Y CAGR
    21.47%
Performance
The fund's annualised performance has been 21.24% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.69% vs its category average of 6.29%.
Composition
Equity makes up for the majority of the fund at 87.8% along with the largest allocation towards Private Banks at 19.89%.
HDFC Retirement Savings Fund-Hybrid-Equity Plan
  • AUM
    ₹ 1,139.69 Cr.
  • Expense Ratio
    0.96%
  • 5Y CAGR
    16.61%
Performance
The fund's annualised performance has been 17.8% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 6.73% vs its category average of 6.29%.
Composition
Equity makes up for the majority of the fund at 70.6% along with the largest allocation towards Private Banks at 15.31%.
Tata Retirement Sav Fund - Prog Plan
  • AUM
    ₹ 1,512.30 Cr.
  • Expense Ratio
    0.62%
  • 5Y CAGR
    15.73%
Performance
The fund's annualised performance has been 16.05% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.23% vs its category average of 6.29%.
Composition
Equity makes up for the majority of the fund at 93.39% along with the largest allocation towards Private Banks at 12.26%.
Tata Retirement Sav Fund - Mod Plan
  • AUM
    ₹ 1,733.85 Cr.
  • Expense Ratio
    0.66%
  • 5Y CAGR
    14.47%
Performance
The fund's annualised performance has been 15.92% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.06% vs its category average of 6.29%.
Composition
Equity makes up for the majority of the fund at 80.48% along with the largest allocation towards Private Banks at 11.66%.
Nippon India Retirement Fund-Wealth Creation
  • AUM
    ₹ 2,553.86 Cr.
  • Expense Ratio
    0.98%
  • 5Y CAGR
    13.71%
Performance
The fund's annualised performance has been 11.09% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.18% vs its category average of 6.29%.
Composition
Equity makes up for the majority of the fund at 97.89% along with the largest allocation towards Private Banks at 19.48%.
HDFC Retirement Savings Fund-Hybrid-Debt Plan
  • AUM
    ₹ 153.56 Cr.
  • Expense Ratio
    0.96%
  • 5Y CAGR
    9.52%
Performance
The fund's annualised performance has been 9.89% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 2.62% vs its category average of 6.29%.
Composition
Equity makes up for the majority of the fund at 41.56% along with the largest allocation towards G-Sec at 27.04%.
Franklin India Pension Plan
  • AUM
    ₹ 476.16 Cr.
  • Expense Ratio
    1.49%
  • 5Y CAGR
    9.49%
Performance
The fund's annualised performance has been 10.29% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.92% vs its category average of 6.29%.
Composition
Equity makes up for the majority of the fund at 40.45% along with the largest allocation towards G-Sec at 21.34%.
Tata Retirement Sav Fund - Cons Plan
  • AUM
    ₹ 164.01 Cr.
  • Expense Ratio
    0.96%
  • 5Y CAGR
    8.89%
Performance
The fund's annualised performance has been 10.05% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 2.97% vs its category average of 6.29%.
Composition
Government Securities makes up for the majority of the fund at 38.65% along with the largest allocation towards G-Sec at 38.65%.
Nippon India Retirement Fund-Income Generation
  • AUM
    ₹ 164.44 Cr.
  • Expense Ratio
    1.04%
  • 5Y CAGR
    8.23%
Performance
The fund's annualised performance has been 7.79% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.45% vs its category average of 6.29%.
Composition
Government Securities makes up for the majority of the fund at 76.64% along with the largest allocation towards G-Sec at 76.64%.
Axis Retirement Savings Fund-Conservative Plan
  • AUM
    ₹ 286.71 Cr.
  • Expense Ratio
    0.68%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 9.77% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 3.92% vs its category average of 6.29%.
Composition
Equity makes up for the majority of the fund at 87.04% along with the largest allocation towards IT Services & Consulting at 9.94%.
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.