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Performance Tracker

Retirement Fund

these mutual funds invest in stocks and bonds. These funds have a lock in period of 5 years or till the retirement age(whichever is earlier)
Retirement Fund - Returns (in %) - as on Sep 17, 2018
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 18
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
SBI Magnum Childrens Benefit Fund Not Ranked
46.00 0.6 1.5 2.4 9.5 13.2 15.4 17.4
Reliance RF -Wealth Creation - DP (G) Not Ranked
29.27 -0.5 2.5 4.7 5.3 14.1 13.4 --
Tata RSF - Moderate - Direct Not Ranked
69.91 -2.3 0.7 5.3 5.0 15.9 15.9 22.8
Tata RSF - Progresive - Direct Not Ranked
29.66 -2.9 0.4 5.7 5.0 18.2 18.4 22.9
UTI Retirement Benefit Pension - D Not Ranked
71.43 -- 1.9 2.2 4.7 9.1 10.5 12.8
Franklin (I) Pension Plan - Dir (G) Not Ranked
22.35 -0.6 2.0 4.0 4.3 6.4 8.8 13.6
Reliance RF -Wealth Creation (G) Not Ranked
1,121.22 -0.5 2.3 4.3 4.3 12.7 11.8 --
UTI Retirement Benefit Pension - R Not Ranked
2,532.38 -- 1.7 2.0 4.2 8.4 9.9 12.2
Tata Retirement Sav. - Moderate Not Ranked
443.63 -2.4 0.4 4.6 3.8 14.6 14.6 21.3
Tata Retirement Sav. - Progresive Not Ranked
357.76 -2.9 0.1 5.0 3.7 16.7 16.8 21.1
Franklin (I) Pension Plan (G) Not Ranked
401.09 -0.7 1.8 3.6 3.5 5.6 8.0 12.8
Tata RSF - Conservative - Direct Not Ranked
13.53 -0.7 1.0 2.6 2.8 8.7 10.4 12.5
Tata Retirement Sav. - Conservative Not Ranked
114.43 -0.8 0.6 1.8 1.2 7.1 8.8 11.0
Reliance RF -Income Generation - DP (G) Not Ranked
11.91 -0.7 -0.1 0.1 -2.3 3.8 6.9 --
Reliance RF -Income Generation (G) Not Ranked
196.95 -0.8 -0.4 -0.5 -3.6 2.3 5.4 --
CATEGORY AVERAGE -0.9 1.0 2.9 3.3 10.1 11.3 12.0

Note : Returns have been calculated based on NAV's as on Sep 17, 2018 & Index values as on Sep 17, 2018

As per AMFI guidelines, effective from quarter ending December 31, 2010, fund houses have stopped publishing the Assets Under Management (AUM) on a monthly basis. This data is published every quarter.

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