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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: 23
  • 💰 Total AUM: 21,409 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
    ₹ 1,128.60 Cr.
  • Expense Ratio
    0.74%
  • 5Y CAGR
    31.53%
Performance
The fund's annualised performance has been 21.99% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 17.5% vs its category average of 9.45%.
Composition
Equity makes up for the majority of the fund at 95.42% along with the largest allocation towards IT Services & Consulting at 13.58%.
Nippon India Retirement Fund-Wealth Creation
  • AUM
    ₹ 3,118.53 Cr.
  • Expense Ratio
    0.98%
  • 5Y CAGR
    24.3%
Performance
The fund's annualised performance has been 11.79% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 15.19% vs its category average of 9.45%.
Composition
Equity makes up for the majority of the fund at 99.52% along with the largest allocation towards Private Banks at 20.73%.
ICICI Pru Retirement Fund-Hybrid Aggressive Plan
  • AUM
    ₹ 789.64 Cr.
  • Expense Ratio
    0.81%
  • 5Y CAGR
    23.98%
Performance
The fund's annualised performance has been 17.71% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 14.89% vs its category average of 9.45%.
Composition
Equity makes up for the majority of the fund at 84.35% along with the largest allocation towards IT Services & Consulting at 10.34%.
Tata Retirement Sav Fund - Prog Plan
  • AUM
    ₹ 1,978.10 Cr.
  • Expense Ratio
    0.54%
  • 5Y CAGR
    21.33%
Performance
The fund's annualised performance has been 16.23% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 15.63% vs its category average of 9.45%.
Composition
Equity makes up for the majority of the fund at 94.26% along with the largest allocation towards IT Services & Consulting at 11.86%.
Tata Retirement Sav Fund - Mod Plan
  • AUM
    ₹ 2,151.11 Cr.
  • Expense Ratio
    0.6%
  • 5Y CAGR
    19.62%
Performance
The fund's annualised performance has been 15.99% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 13.22% vs its category average of 9.45%.
Composition
Equity makes up for the majority of the fund at 78.57% along with the largest allocation towards G-Sec at 11.55%.
Aditya Birla SL Retirement Fund-30
  • AUM
    ₹ 403.73 Cr.
  • Expense Ratio
    1.16%
  • 5Y CAGR
    18.33%
Performance
The fund's annualised performance has been 13.11% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 15.01% vs its category average of 9.45%.
Composition
Equity makes up for the majority of the fund at 98.22% along with the largest allocation towards Private Banks at 12.12%.
Aditya Birla SL Retirement Fund-40
  • AUM
    ₹ 115.27 Cr.
  • Expense Ratio
    1.01%
  • 5Y CAGR
    15.98%
Performance
The fund's annualised performance has been 12.12% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 11.69% vs its category average of 9.45%.
Composition
Equity makes up for the majority of the fund at 79.64% along with the largest allocation towards Private Banks at 17.07%.
Franklin India Pension Plan
  • AUM
    ₹ 521.25 Cr.
  • Expense Ratio
    1.46%
  • 5Y CAGR
    11.84%
Performance
The fund's annualised performance has been 10.55% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 5.51% vs its category average of 9.45%.
Composition
Corporate Debt makes up for the majority of the fund at 52.46% along with the largest allocation towards Public Banks at 29.22%.
Axis Retirement Fund-Conservative Plan
  • AUM
    ₹ 332.28 Cr.
  • Expense Ratio
    0.91%
  • 5Y CAGR
    11.36%
Performance
The fund's annualised performance has been 10.49% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 5.59% vs its category average of 9.45%.
Composition
Equity makes up for the majority of the fund at 84.55% along with the largest allocation towards Private Banks at 12.63%.
ICICI Pru Retirement Fund-Hybrid Cons Plan
  • AUM
    ₹ 82.10 Cr.
  • Expense Ratio
    0.78%
  • 5Y CAGR
    11.1%
Performance
The fund's annualised performance has been 10.34% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 4.84% vs its category average of 9.45%.
Composition
Government Securities makes up for the majority of the fund at 35.69% along with the largest allocation towards G-Sec at 35.69%.
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.