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Open Ended Schemes ( Solution Oriented Schemes ** - Retirement Fund ) Mutual Funds in India
Quantitative risk-adjusted comparison across 22 AMFI-registered Open Ended Schemes ( Solution Oriented Schemes ** - Retirement Fund ) schemes. Category Median 3Y CAGR: +8.57% p.a. • Category Median 3Y Sortino: 0.26.
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 | Axis Retirement Fund - Dynamic Plan - Direct Growth (AMFI 147826) | Axis Mutual Fund | Direct Plan | +13.02% | 0.75 | -17.13% |
| #2 | Axis Retirement Fund - Aggressive Plan - Direct Growth (AMFI 147825) | Axis Mutual Fund | Direct Plan | +12.15% | 0.71 | -25.88% |
| #3 | Axis Retirement Fund - Dynamic Plan - Regular Growth (AMFI 147828) | Axis Mutual Fund | Regular Plan | +11.63% | 0.59 | -18.07% |
| #4 | Axis Retirement Fund - Aggressive Plan - Regular Growth (AMFI 147823) | Axis Mutual Fund | Regular Plan | +10.73% | 0.53 | -26.05% |
| #5 | HDFC Retirement Fund - Equity Plan - Growth Option - Direct Plan (AMFI 136094) | HDFC Mutual Fund | Direct Plan | +11.00% | 0.50 | -34.89% |
| #6 | Axis Retirement Fund - Conservative Plan - Direct Growth (AMFI 147830) | Axis Mutual Fund | Direct Plan | +8.04% | 0.38 | -12.73% |
| #7 | HDFC Retirement Fund - Equity Plan - Growth Option (AMFI 136090) | HDFC Mutual Fund | Regular Plan | +9.85% | 0.37 | -35.69% |
| #8 | Axis Retirement Fund - Dynamic Plan - Direct Plan - IDCW (AMFI 147827) | Axis Mutual Fund | Direct Plan | +10.01% | 0.36 | -17.45% |
| #9 | Axis Retirement Fund - Aggressive Plan - Direct Plan - IDCW (AMFI 147822) | Axis Mutual Fund | Direct Plan | +9.16% | 0.29 | -26.07% |
| #10 | HDFC Retirement Fund - Hybrid-Equity Plan - Growth Option - Direct Plan (AMFI 136464) | HDFC Mutual Fund | Direct Plan | +8.50% | 0.28 | -27.50% |
| #11 | Baroda BNP Paribas Retirement Fund - Direct plan - Growth option (AMFI 152628) | Baroda BNP Paribas Mutual Fund | Direct Plan | N/A | 0.26 | -12.36% |
| #12 | Baroda BNP Paribas Retirement Fund - Direct plan - IDCW option (AMFI 152626) | Baroda BNP Paribas Mutual Fund | Direct Plan | N/A | 0.26 | -12.36% |
| #13 | Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW (AMFI 147829) | Axis Mutual Fund | Regular Plan | +8.63% | 0.22 | -18.07% |
| #14 | HDFC Retirement Fund - Hybrid-Debt Plan - Growth Option - Direct Plan (AMFI 136465) | HDFC Mutual Fund | Direct Plan | +7.07% | 0.21 | -7.84% |
| #15 | Axis Retirement Fund - Aggressive Plan - Regular Plan - IDCW (AMFI 147824) | Axis Mutual Fund | Regular Plan | +7.76% | 0.14 | -25.95% |
| #16 | HDFC Retirement Fund - Hybrid-Equity Plan - Growth Option (AMFI 136463) | HDFC Mutual Fund | Regular Plan | +7.29% | 0.11 | -27.66% |
| #17 | Axis Retirement Fund - Conservative Plan - Regular Growth (AMFI 147832) | Axis Mutual Fund | Regular Plan | +6.79% | 0.07 | -12.88% |
| #18 | Baroda BNP Paribas Retirement Fund - Regular plan - Growth option (AMFI 152625) | Baroda BNP Paribas Mutual Fund | Regular Plan | N/A | 0.05 | -13.09% |
| #19 | Baroda BNP Paribas Retirement Fund - Regular plan - IDCW option (AMFI 152627) | Baroda BNP Paribas Mutual Fund | Regular Plan | N/A | 0.05 | -13.09% |
| #20 | HDFC Retirement Fund - Hybrid-Debt Plan - Growth Option (AMFI 136466) | HDFC Mutual Fund | Regular Plan | +5.91% | -0.22 | -7.94% |
| #21 | Axis Retirement Fund - Conservative Plan - Direct Plan - IDCW (AMFI 147831) | Axis Mutual Fund | Direct Plan | +5.07% | -0.24 | -13.09% |
| #22 | Axis Retirement Fund - Conservative Plan - Regular Plan - IDCW (AMFI 147833) | Axis Mutual Fund | Regular Plan | +3.92% | -0.43 | -13.57% |
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