Jan 9, 2024, 02:08 PM IST

Top 7 Retirement Mutual Funds in Last 5 Years

ZeeBiz Webdesk

Retirement mutual funds are categorised as solution-oriented funds. They come with 5-year lock-in period or the retirement age whichever is earlier.

Here are the 7 top performing retirement mutual funds in the last 5 years (As per AMFI data till Jan 8).

HDFC Retirement Savings Fund - Equity Plan

Its direct scheme has given returns of 22.25%. The NAV size in the direct plan is 46.51.

HDFC Retirement Savings Fund - Hybrid Equity Plan

This retirement fund has given returns of 16.98% with an NAV size of Rs 36.72.

Tata Retirement Savings Progressive

The fund from the House of Tata has given 16.23% returns. Its NAV size is Rs 64.39.

Tata Retirement Savings Moderate

The fund's returns in the last 3 years are 14.85%, and its NAV is worth Rs 62.38.

Nippon India Retirement Fund - Wealth Creation Scheme

The fund has given 14.34% returns and has an NAV of Rs 26.34.

UTI Retirement Fund

The fund from the House of Tata has given 16.23% returns. Its NAV size is Rs 64.39.

Franklin India Pension Fund

The fund's returns in the last 5 years are 9.73%, and the NAV size is Rs 204.14.

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