Retirement Funds Comparison

Scheme NameBenchmarkNAV RegularReturn 1 Year (%) RegularReturn 1 Year (%) BenchmarkReturn 3 Year (%) RegularReturn 3 Year (%) BenchmarkReturn 5 Year (%) RegularReturn 5 Year (%) BenchmarkReturn 10 Year (%) RegularReturn 10 Year (%) BenchmarkReturn Since Launch RegularReturn Since Launch BenchmarkDaily AUM (Cr.)
Franklin India PensionCRISIL Composite Bond(60.00), NIFTY 500 TRI(40.00)133.558.8311.687.009.817.408.999.489.1612.05453.61
HDFC Retirement Savings Fund – Equity PlanNIFTY 500 Total Return Index17.095.3811.629.9313.6714.8616.38841.26
HDFC Retirement Savings Fund – Hybrid Debt PlanNIFTY 50 Hybrid Composite Debt 15:85 Index13.737.6511.606.418.028.549.9275.60
HDFC Retirement Savings Fund – Hybrid Equity PlanNIFTY 50 Hybrid Composite Debt 65:35 Index17.087.3312.7010.3712.1314.8514.02369.99
Nippon India Retirement Fund – Income Generation SchemeCRISIL Long Term Debt(80.00), S&P BSE 500 TRI(20.00)13.528.5412.035.518.096.348.70257.07
Nippon India Retirement Fund – Wealth Creation SchemeS&P BSE 500 Total Return Index13.244.698.929.0512.735.898.291,748.63
Principal Retirement Savings Fund Conservative PlanCRISIL Liquid(70.00), NIFTY 50 Total Return(30.00)12.462.488.904.309.475.569.111.23
Principal Retirement Savings Fund Moderate PlanCRISIL Hybrid 35+65 Aggressive Index12.772.9210.725.7611.326.2011.410.64
Principal Retirement Savings Fund Progressive PlanNIFTY 200 Total Return Index13.612.389.857.7013.277.8712.422.24
Tata Retirement Savings ConservativeCRISIL Short Term Debt Hybrid 75+25 Fund Index20.757.729.957.189.017.978.729.339.76134.78
Tata Retirement Savings ModerateCRISIL Hybrid 25+75 Aggressive Index31.158.2812.3612.0612.4410.819.4214.8912.001,143.45
Tata Retirement Savings ProgressiveS&P BSE Sensex Total Return Index30.6911.1115.1514.5316.3911.589.9714.6812.43733.07
UTI Retirement Benefit PensionCRISIL Short Term Debt Hybrid 60+40 Fund Index25.59-0.7710.084.269.965.938.997.409.129.942,803.13
Retirement Funds Comparison Sheet.xls

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