Best Retirement Funds
Long-horizon wealth for retirement.
Methodology: Solution-oriented retirement funds plus long-term-weighted equity — ranked for steady compounding over decades.
| # | Fund | Category | 1Y | 3Y | 5Y | Sharpe | Score |
|---|---|---|---|---|---|---|---|
| BANK OF INDIA Flexi Cap Fund Bank of India | Flexi Cap Fund | +16.5% | +22.3% | +18.1% | 1.14 | ||
| ITI Flexi Cap Fund ITI | Flexi Cap Fund | +14.9% | +20.2% | — | 1.10 | ||
| ICICI Prudential Flexicap Fund ICICI Prudential | Flexi Cap Fund | +13.2% | +19.3% | +16.9% | 0.78 | ||
| WhiteOak Capital Flexi Cap Fund WhiteOak Capital | Flexi Cap Fund | +7.5% | +17.1% | — | 0.86 | ||
| Union Retirement Fund Union | Retirement Fund | +9.4% | +15.6% | — | 0.81 | ||
| ICICI Prudential Retirement Fund Hybrid Aggressive ICICI Prudential | Retirement Fund | +11.8% | +20.1% | +16.4% | 0.75 | ||
| Bajaj Finserv Flexi Cap Fund Bajaj Finserv | Flexi Cap Fund | +10.8% | +18.3% | — | 0.88 | ||
| WhiteOak Capital Large Cap Fund WhiteOak Capital | Large Cap Fund | +3.5% | +15.5% | — | 0.59 | ||
| 360 ONE FLEXICAP FUND 360 ONE | Flexi Cap Fund | +11.6% | +19.6% | — | 0.82 | ||
| ICICI Prudential Retirement Fund Pure Equity ICICI Prudential | Retirement Fund | +11.4% | +22.6% | +20.9% | 0.80 | ||
| SBI Retirement Benefit Fund Aggressive Hybrid SBI | Retirement Fund | +6.8% | +11.3% | +12.6% | 0.71 | ||
| SBI Retirement Benefit Fund Aggressive SBI | Retirement Fund | +4.1% | +10.8% | +13.1% | 0.66 | ||
| BARODA BNP PARIBAS LARGE CAP Fund Baroda BNP Paribas | Large Cap Fund | +3.8% | +13.7% | — | 0.58 | ||
| Axis Retirement Fund Dynamic Axis | Retirement Fund | +3.2% | +14.1% | +10.2% | 0.54 | ||
| quant Large Cap Fund quant | Large Cap Fund | +8.7% | +15.4% | — | 0.53 | ||
| Tata Retirement Savings Fund Progressive Tata | Retirement Fund | +8.8% | +15.3% | +12.3% | 0.61 | ||
| Tata Retirement Savings Fund Moderate Tata | Retirement Fund | +8.5% | +14.3% | +12.0% | 0.68 | ||
| Aditya Birla Sun Life Retirement Fund The 30s Aditya Birla Sun Life | Retirement Fund | +16.4% | +17.6% | +13.5% | 0.49 | ||
| BANK OF INDIA Large Cap Fund Bank of India | Large Cap Fund | +8.6% | +15.1% | +11.3% | 0.44 | ||
| JM Flexicap Fund (Direct) JM Financial | Flexi Cap Fund | +5.8% | +16.9% | +17.4% | 0.64 | ||
| quant Flexi Cap Fund quant | Flexi Cap Fund | +17.2% | +17.7% | +16.5% | 0.70 | ||
| Edelweiss Flexi Cap Fund Edelweiss | Flexi Cap Fund | +6.1% | +16.9% | +14.6% | 0.68 | ||
| HDFC Flexi Cap Fund HDFC | Flexi Cap Fund | +4.3% | +17.7% | +18.8% | 0.60 | ||
| Aditya Birla Sun Life Flexi Cap Fund Aditya Birla Sun Life | Flexi Cap Fund | +11.4% | +17.4% | +13.2% | 0.65 | ||
| ICICI Prudential Retirement Fund Hybrid Conservative ICICI Prudential | Retirement Fund | +7.9% | +11.0% | +9.2% | 0.77 | ||
| HDFC Retirement Savings Fund Equity HDFC | Retirement Fund | -1.9% | +11.1% | +13.7% | 0.81 | ||
| HDFC Retirement Savings Fund Hybrid Equity HDFC | Retirement Fund | -1.6% | +8.9% | +10.2% | 0.77 | ||
| Navi Flexi Cap Fund Navi | Flexi Cap Fund | +14.7% | +13.5% | +13.1% | 0.51 | ||
| Baroda BNP Paribas Flexi Cap Fund Baroda BNP Paribas | Flexi Cap Fund | +6.2% | +15.1% | — | 0.61 | ||
| Mirae Asset Flexi Cap Fund Mirae Asset | Flexi Cap Fund | +5.3% | +14.1% | — | 0.77 |