Retirement Mutual Funds

Retirement funds are mutual funds that aim to provide regular income after an investor attains the age of 55 or 60. Because these funds provide pensions to investors, they are also known as pension funds. Generally, the pension starts at age 55/60 and continues until the investor’s demise, after which the remaining corpus is transferred to the nominee. View More

Retirement mutual funds are typically open-ended and fall under the ‘Solution-Oriented’ category of mutual fund schemes. While pension funds typically invest in debt instruments, such as government securities, corporate bonds, money market instruments, and the like, some funds also invest in equity stocks and equity-related instruments. Debt instruments are relatively less volatile than equity stocks. In addition, retirement funds often come with a lock-in period, such as five years or until the planned retirement, before which you cannot withdraw your investment.

Investors can choose two modes to invest in retirement funds – SIP and Lump sum. SIP or Systematic Investment Plan is the most preferred option for investors since you can invest a small amount every month to create a massive retirement corpus.

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Retirement Mutual Funds List

Filters
logo ICICI Pru Retirement Fund - Pure Equity - Dir Growth

20.36%

Fund Size (Cr.) - 1,063

logo HDFC Retirement Savings Fund - Equity - Dir Growth

14.68%

Fund Size (Cr.) - 6,049

logo ICICI Pru Retirement Fund - Hybrid AP - Dir Growth

18.60%

Fund Size (Cr.) - 747

logo Nippon India Retirement Fund-WC - Dir Growth

16.94%

Fund Size (Cr.) - 3,286

logo Tata Retirement Savings Fund - Progressiv-Dir Growth

19.80%

Fund Size (Cr.) - 2,122

logo SBI Retirement Benefit Fund-Aggressive Plan-DirGrowth

9.73%

Fund Size (Cr.) - 2,712

logo HDFC Retirement Savings Fund-Hybrid Equity-Dir Growth

11.83%

Fund Size (Cr.) - 1,581

logo Tata Retirement Savings Fund - Moderate-Dir Growth

18.13%

Fund Size (Cr.) - 2,182

logo SBI Retirement Benefit Fund-Aggrs Hyb Plan-DirGrowth

9.88%

Fund Size (Cr.) - 1,501

logo UTI-Retirement Fund - Direct

13.24%

Fund Size (Cr.) - 4,631

View More

What is the Purpose of Retirement Funds?

Who Should Invest in Retirement Funds?

Different Types of Plans for Retirement

Taxability of Retirement Funds

Risks Involved With Retirement Funds

Advantages of Retirement Fund

How to Calculate the Amount You Would Need For Retirement?

Conclusion

Popular Retirement Mutual Funds

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 1,063
  • 3Y Return
  • 19.45%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 6,049
  • 3Y Return
  • 17.73%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 747
  • 3Y Return
  • 16.52%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 3,286
  • 3Y Return
  • 14.92%

  • Min SIP Investment Amt
  • ₹ ₹ 150
  • AUM (Cr.)
  • ₹ 2,122
  • 3Y Return
  • 13.89%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 2,712
  • 3Y Return
  • 13.58%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 1,581
  • 3Y Return
  • 13.49%

  • Min SIP Investment Amt
  • ₹ ₹ 150
  • AUM (Cr.)
  • ₹ 2,182
  • 3Y Return
  • 13.15%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 1,501
  • 3Y Return
  • 12.38%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 4,631
  • 3Y Return
  • 11.52%

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