MF Screener

Retirement Fund: rolling returns of every fund

The 28 active Direct Growth funds in AMFI's Retirement Fund sub-category (Other Scheme), one row per fund. Every figure is computed from AMFI's published NAV history, with metrics as of 2026-10-31.

Listed A to Z, not ranked. Sort and filter this sub-category in the screener, or compare up to five funds side by side.

Analytics and research only. Not investment advice. Historical returns do not guarantee future returns.

Fund
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Direct Growth15.99%11.45%14.83%7.66%14.20%9.73%1.33%
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Direct Plan-Growth10.83%8.57%12.79%7.54%12.91%8.55%1.18%
Aditya Birla Sun Life Retirement Fund-The 50s Plan-Direct Plan-Growth7.80%6.70%7.66%4.15%7.08%6.53%0.63%
Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan-Direct Plan-Growth5.63%4.92%5.06%3.80%5.29%4.92%0.91%
Axis Retirement Fund - Aggressive Plan - Direct Growth10.78%6.66%12.76%7.86%12.18%6.41%1.24%
Axis Retirement Fund - Conservative Plan - Direct Growth7.20%5.76%9.58%6.84%9.58%5.72%1.28%
Axis Retirement Fund - Dynamic Plan - Direct Growth11.61%7.14%13.93%9.35%13.57%7.14%1.34%
Bandhan Retirement Fund - Direct Plan - Growth9.12%-----1.11%
Baroda BNP Paribas Retirement Fund - Direct plan - Growth option------1.15%
Franklin India Retirement Fund - Direct - Growth7.31%6.59%9.82%3.61%9.00%5.38%1.52%
HDFC Retirement Fund - Equity Plan - Growth Option - Direct Plan9.36%11.19%19.36%-2.56%18.66%11.19%0.91%
HDFC Retirement Fund - Hybrid-Debt Plan - Growth Option - Direct Plan6.53%6.74%9.42%5.57%9.24%6.74%1.35%
HDFC Retirement Fund - Hybrid-Equity Plan - Growth Option - Direct Plan7.35%8.64%15.84%1.10%15.79%8.64%1.12%
ICICI Prudential Retirement Fund - Hybrid Aggressive - Direct Plan - Growth Option16.22%13.13%20.46%11.18%19.59%13.13%1.21%
ICICI Prudential Retirement Fund - Hybrid Conservative - Direct Plan - Growth Option9.08%8.17%9.83%7.46%10.24%8.17%0.99%
ICICI Prudential Retirement Fund - Pure Debt - Direct Plan - Growth Option6.24%5.74%6.70%4.99%6.65%5.74%1.19%
ICICI Prudential Retirement Fund - Pure Equity - Direct Plan - Growth Option18.82%17.17%25.05%16.01%24.73%17.17%0.92%
Nippon India Retirement Fund- Income Generation Scheme- Direct Plan- Growth Plan - Growth Option6.37%5.81%8.03%4.87%8.13%5.62%0.98%
Nippon India Retirement Fund- Wealth Creation Scheme- Direct Plan- Growth Plan - Growth Option9.86%9.35%12.89%-7.90%11.72%-1.65%1.27%
PGIM India Retirement Fund - Direct Plan - Growth Option------1.12%
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth8.99%9.64%14.39%8.79%--1.16%
SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - Growth8.40%9.65%14.90%7.82%--1.11%
SBI Retirement Benefit Fund - Conservative Hybrid Plan - Direct Plan - Growth6.75%7.16%10.30%6.61%--1.25%
SBI Retirement Benefit Fund - Conservative Plan - Direct Plan - Growth6.42%6.65%8.90%6.41%--0.97%
Tata Retirement Savings Fund- Conservative Plan-Direct Plan-Growth Option7.21%6.23%9.10%5.47%9.32%6.23%1.06%
Tata Retirement Savings Fund- Moderate Plan -Direct Plan-Growth Option11.08%9.31%15.32%1.78%14.17%5.69%0.84%
Tata Retirement Savings Fund- Progressive Plan -Direct Plan-Growth Option11.54%9.32%16.84%1.67%15.48%5.92%0.83%
Union Retirement Fund - Direct Plan - Growth Option12.08%-17.27%12.08%--1.32%

A rolling return is the per-year return over every overlapping 3 or 5-year stretch of a fund’s history: the typical figure is the median of those stretches and the worst is the lowest, which is what an unlucky investor actually got. Why rolling returns say more than one trailing return. A dash means the figure could not be computed, usually because the fund is too young; the fund’s own page says why.