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Open Ended Schemes ( Solution Oriented Scheme - Retirement Fund ) Mutual Funds in India
Quantitative risk-adjusted comparison across 96 AMFI-registered Open Ended Schemes ( Solution Oriented Scheme - Retirement Fund ) schemes. Category Median 3Y CAGR: +8.51% p.a. • Category Median 3Y Sortino: 0.37.
Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)
Schemes Ranked by 3-Year Sortino Ratio (Downside Risk Efficiency)
| Category Rank | Scheme Name | AMC | Plan | 3Y CAGR | 3Y Sortino | Max Drawdown |
|---|---|---|---|---|---|---|
| #1 | ICICI Prudential Retirement Fund - Pure Equity - Direct Plan - Growth Option (AMFI 146349) | ICICI Prudential Mutual Fund | Direct Plan | +20.13% | 1.14 | -37.17% |
| #2 | ICICI Prudential Retirement Fund - Pure Equity - Direct Plan - IDCW Option (AMFI 146348) | ICICI Prudential Mutual Fund | Direct Plan | +20.12% | 1.14 | -37.17% |
| #3 | ICICI Prudential Retirement Fund - Hybrid Aggressive - Direct Plan - IDCW Option (AMFI 146720) | ICICI Prudential Mutual Fund | Direct Plan | +17.26% | 1.05 | -28.71% |
| #4 | ICICI Prudential Retirement Fund - Hybrid Aggressive - Direct Plan - Growth Option (AMFI 146721) | ICICI Prudential Mutual Fund | Direct Plan | +17.25% | 1.05 | -28.71% |
| #5 | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Direct Growth (AMFI 146575) | Aditya Birla Sun Life Mutual Fund | Direct Plan | +17.42% | 1.05 | -34.23% |
| #6 | ICICI Prudential Retirement Fund - Pure Equity - Growth Option (AMFI 146346) | ICICI Prudential Mutual Fund | Regular Plan | +18.49% | 1.00 | -37.40% |
| #7 | ICICI Prudential Retirement Fund - Pure Equity - IDCW Option (AMFI 146347) | ICICI Prudential Mutual Fund | Regular Plan | +18.49% | 1.00 | -37.40% |
| #8 | ICICI Prudential Retirement Fund - Hybrid Conservative - Direct Plan - Growth Option (AMFI 146716) | ICICI Prudential Mutual Fund | Direct Plan | +9.68% | 0.94 | -10.16% |
| #9 | ICICI Prudential Retirement Fund - Hybrid Conservative - Direct Plan - IDCW Option (AMFI 146718) | ICICI Prudential Mutual Fund | Direct Plan | +9.68% | 0.94 | -10.16% |
| #10 | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth (AMFI 146577) | Aditya Birla Sun Life Mutual Fund | Regular Plan | +15.89% | 0.90 | -34.34% |
| #11 | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option (AMFI 146722) | ICICI Prudential Mutual Fund | Regular Plan | +15.60% | 0.89 | -28.90% |
| #12 | ICICI Prudential Retirement Fund - Hybrid Aggressive - IDCW Option (AMFI 146723) | ICICI Prudential Mutual Fund | Regular Plan | +15.60% | 0.89 | -28.90% |
| #13 | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Direct Plan-Growth (AMFI 146930) | Aditya Birla Sun Life Mutual Fund | Direct Plan | +12.28% | 0.74 | -27.28% |
| #14 | Bandhan Retirement Fund - Direct Plan - Growth (AMFI 152102) | Bandhan Mutual Fund | Direct Plan | +10.60% | 0.67 | -9.77% |
| #15 | Bandhan Retirement Fund - Direct Plan - IDCW (AMFI 152104) | Bandhan Mutual Fund | Direct Plan | +10.57% | 0.67 | -9.77% |
| #16 | Tata Retirement Savings Fund- Moderate Plan -Direct Plan-Growth Option (AMFI 119255) | Tata Mutual Fund | Direct Plan | +12.64% | 0.66 | -29.64% |
| #17 | UTI Retirement Fund- Direct Plan (AMFI 120766) | UTI Mutual Fund | Direct Plan | +9.24% | 0.65 | -18.93% |
| #18 | Union Retirement Fund - Direct Plan - Growth Option (AMFI 150554) | Union Mutual Fund | Direct Plan | +13.38% | 0.65 | -17.77% |
| #19 | Aditya Birla Sun Life Retirement Fund-The 50s Plan-Direct Plan-Growth (AMFI 146940) | Aditya Birla Sun Life Mutual Fund | Direct Plan | +8.21% | 0.63 | -4.99% |
| #20 | Tata Retirement Savings Fund- Progressive Plan -Direct Plan-Growth Option (AMFI 119251) | Tata Mutual Fund | Direct Plan | +13.26% | 0.62 | -34.20% |
| #21 | Union Retirement Fund - Direct Plan - IDCW Option (AMFI 150555) | Union Mutual Fund | Direct Plan | +12.96% | 0.61 | -17.77% |
| #22 | ICICI Prudential Retirement Fund - Hybrid Conservative - Growth Option (AMFI 146717) | ICICI Prudential Mutual Fund | Regular Plan | +8.43% | 0.56 | -10.31% |
| #23 | ICICI Prudential Retirement Fund - Hybrid Conservative - IDCW Option (AMFI 146719) | ICICI Prudential Mutual Fund | Regular Plan | +8.43% | 0.56 | -10.31% |
| #24 | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth (AMFI 146929) | Aditya Birla Sun Life Mutual Fund | Regular Plan | +10.76% | 0.54 | -27.39% |
| #25 | Union Retirement Fund - Regular Plan - Growth Option (AMFI 150552) | Union Mutual Fund | Regular Plan | +11.97% | 0.51 | -18.19% |
| #26 | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth (AMFI 148685) | SBI Mutual Fund | Direct Plan | +10.55% | 0.51 | -14.49% |
| #27 | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 148686) | SBI Mutual Fund | Direct Plan | +10.55% | 0.51 | -14.49% |
| #28 | UTI Retirement Fund - Regular Plan (AMFI 100682) | UTI Mutual Fund | Regular Plan | +8.59% | 0.49 | -30.01% |
| #29 | Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option (AMFI 115943) | Tata Mutual Fund | Regular Plan | +11.08% | 0.49 | -29.74% |
| #30 | Nippon India Retirement Fund- Wealth Creation Scheme- Direct Plan- Growth Plan - Growth Option (AMFI 133568) | Nippon India Mutual Fund | Direct Plan | +11.59% | 0.47 | -44.92% |
| #31 | Nippon India Retirement Fund- Wealth Creation Scheme- Direct Plan-Growth Plan- Bonus Option (AMFI 133630) | Nippon India Mutual Fund | Direct Plan | +11.59% | 0.47 | -44.92% |
| #32 | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option (AMFI 115942) | Tata Mutual Fund | Regular Plan | +11.63% | 0.47 | -34.30% |
| #33 | PGIM India Retirement Fund - Direct Plan - Growth Option (AMFI 152537) | PGIM India Mutual Fund | Direct Plan | N/A | 0.42 | -16.53% |
| #34 | PGIM India Retirement Fund - Direct Plan - IDCW Payout Option (AMFI 152539) | PGIM India Mutual Fund | Direct Plan | N/A | 0.42 | -16.53% |
| #35 | SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - Growth (AMFI 148683) | SBI Mutual Fund | Direct Plan | +10.37% | 0.41 | -17.91% |
| #36 | SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 148694) | SBI Mutual Fund | Direct Plan | +10.37% | 0.41 | -17.91% |
| #37 | Tata Retirement Savings Fund- Conservative Plan-Direct Plan-Growth Option (AMFI 119256) | Tata Mutual Fund | Direct Plan | +7.93% | 0.40 | -10.98% |
| #38 | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option (AMFI 133565) | Nippon India Mutual Fund | Regular Plan | +10.53% | 0.37 | -46.01% |
| #39 | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan- Bonus Option (AMFI 133631) | Nippon India Mutual Fund | Regular Plan | +10.53% | 0.37 | -46.01% |
| #40 | Bandhan Retirement Fund - Regular Plan - IDCW (AMFI 152105) | Bandhan Mutual Fund | Regular Plan | +8.79% | 0.37 | -10.12% |
Explore Other SEBI Mutual Fund Categories
- Open Ended Schemes ( Other Scheme - Index Funds ) (1098 schemes)
- Open Ended Schemes ( Income ) (772 schemes)
- Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) (758 schemes)
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- Open Ended Schemes ( Debt Scheme - Liquid Fund ) (408 schemes)
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- Open Ended Schemes ( Income/Debt Oriented Schemes - Liquid Fund ) (273 schemes)
- Open Ended Schemes ( Index Funds - Equity Funds ) (255 schemes)
- Open Ended Schemes ( Fund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic) ) (255 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short Term Fund ) (253 schemes)
- Open Ended Schemes ( Equity Schemes - Thematic Fund ) (242 schemes)
- Open Ended Schemes ( Debt Scheme - Overnight Fund ) (224 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Short Term Fund ) (222 schemes)
- Open Ended Schemes ( Other Scheme - Other ETFs ) (216 schemes)