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: 28
💰 Total AUM: 22,756 Cr

Best performing Solution Oriented - Retirement Fund

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR

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Overview of Solution Oriented - Retirement Fund

ICICI Pru Retirement Fund-Pure Equity Plan

AUM
₹ 729.80 Cr.
Expense Ratio
0.76%
5Y CAGR
24.94%

Performance

The fund's annualised performance has been 24.74% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.57% vs its category average of 9.11%.

Composition

Equity makes up for the majority of the fund at 94.48% along with the largest allocation towards Construction & Engineering at 12.18%.

HDFC Retirement Savings Fund-Equity Plan

AUM
₹ 5,159.41 Cr.
Expense Ratio
0.67%
5Y CAGR
24.69%

Performance

The fund's annualised performance has been 22.58% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 11.64% vs its category average of 9.11%.

Composition

Equity makes up for the majority of the fund at 91.85% along with the largest allocation towards Private Banks at 22.26%.

ICICI Pru Retirement Fund-Hybrid Aggressive Plan

AUM
₹ 476.86 Cr.
Expense Ratio
0.85%
5Y CAGR
20.13%

Performance

The fund's annualised performance has been 20.12% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.74% vs its category average of 9.11%.

Composition

Equity makes up for the majority of the fund at 77.18% along with the largest allocation towards G-Sec at 14.38%.

Tata Retirement Sav Fund - Prog Plan

AUM
₹ 1,866.16 Cr.
Expense Ratio
0.56%
5Y CAGR
18.31%

Performance

The fund's annualised performance has been 17.23% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.43% vs its category average of 9.11%.

Composition

Equity makes up for the majority of the fund at 97.37% along with the largest allocation towards Private Banks at 12.03%.

HDFC Retirement Savings Fund-Hybrid-Equity Plan

AUM
₹ 1,414.34 Cr.
Expense Ratio
0.93%
5Y CAGR
18.23%

Performance

The fund's annualised performance has been 18.62% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 8.97% vs its category average of 9.11%.

Composition

Equity makes up for the majority of the fund at 70.89% along with the largest allocation towards Private Banks at 16.35%.

Tata Retirement Sav Fund - Mod Plan

AUM
₹ 1,977.17 Cr.
Expense Ratio
0.62%
5Y CAGR
17.02%

Performance

The fund's annualised performance has been 16.83% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 11.62% vs its category average of 9.11%.

Composition

Equity makes up for the majority of the fund at 84.55% along with the largest allocation towards Private Banks at 11.71%.

Nippon India Retirement Fund-Wealth Creation

AUM
₹ 3,102.31 Cr.
Expense Ratio
0.96%
5Y CAGR
16.9%

Performance

The fund's annualised performance has been 13.1% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.03% vs its category average of 9.11%.

Composition

Equity makes up for the majority of the fund at 98.38% along with the largest allocation towards Private Banks at 18%.

Aditya Birla SL Retirement Fund-30

AUM
₹ 369.66 Cr.
Expense Ratio
1.04%
5Y CAGR
15.17%

Performance

The fund's annualised performance has been 14.38% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.96% vs its category average of 9.11%.

Composition

Equity makes up for the majority of the fund at 96.51% along with the largest allocation towards Private Banks at 19.62%.

Aditya Birla SL Retirement Fund-40

AUM
₹ 107.66 Cr.
Expense Ratio
1.01%
5Y CAGR
13.42%

Performance

The fund's annualised performance has been 12.81% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 9.73% vs its category average of 9.11%.

Composition

Equity makes up for the majority of the fund at 72.64% along with the largest allocation towards Private Banks at 15.23%.

ICICI Pru Retirement Fund-Hybrid Cons Plan

AUM
₹ 57.04 Cr.
Expense Ratio
1.03%
5Y CAGR
10.7%

Performance

The fund's annualised performance has been 10.85% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 4.37% vs its category average of 9.11%.

Composition

Government Securities makes up for the majority of the fund at 53.42% along with the largest allocation towards G-Sec at 53.42%.

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.