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Budget Express 2026

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Budget Express 2026

co-presented by

  • JIO BlackRock

ASSOCIATE SPONSORS

  • Sunteck
  • SBI

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Equity

  • Multi Cap Fund
  • Large Cap Fund
  • Large & Mid Cap Fund
  • Mid Cap Fund
  • Small Cap Fund
  • ELSS
  • Dividend Yield Fund
  • Sectoral/Thematic
  • Contra Fund
  • Focused Fund
  • Value Fund
  • Flexi Cap Fund

Hybrid

  • Aggressive Hybrid Fund
  • Conservative Hybrid Fund
  • Arbitrage Fund
  • Equity Savings
  • Dynamic Asset Allocation or Balanced Advantage
  • Multi Asset Allocation

Debt

  • Low Duration Fund
  • Short Duration Fund
  • Medium Duration Fund
  • Medium to Long Duration Fund
  • Long Duration Fund
  • Dynamic Bond Fund
  • Gilt Fund
  • Gilt Fund with 10 year constant duration
  • Corporate Bond Fund
  • Credit Risk Fund
  • Floater Fund
  • Banking and PSU Fund
  • Fixed Maturity Plans - Debt
  • Interval Plans
  • Ultra Short Duration Fund
  • Liquid Fund
  • Money Market Fund
  • Overnight Fund
  • Target Maturity Fund

Solution Oriented

  • Childrens Fund
  • Retirement Fund
  • Investment cum Insurance

Others

  • Fund of Funds
  • Index Funds/ETFs
Data in this table: Compare how schemes have invested money across various asset class and number of instruments.

: 31-Dec-25.

Scheme Name
Plan
Category Name
Crisil Rating
Turnover ratio
% Equity Holding
No of stocks in portfolio
% Debt Holding
No of debt holdings
% MF Holding
% Cash Holding
% Other Holding
Nippon India Retirement Fund - Wealth Creation Scheme - Growth Regular Retirement Fund - 35.00% 99.26% 72 - 1 - 0.74% -
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Plan - Growth Direct Plan Retirement Fund - 35.00% 99.26% 72 - 1 - 0.74% -
Union Retirement Fund - Regular Plan - Growth Regular Retirement Fund - 36.00% 98.30% 77 0.08% 1 - 1.62% -
Union Retirement Fund - Direct Plan - Growth Direct Plan Retirement Fund - 36.00% 98.30% 77 0.08% 1 - 1.62% -
Aditya Birla Sun Life Retirement Fund - The 30s Plan - Direct - Growth Direct Plan Retirement Fund - 94.00% 97.62% 77 0.24% 1 - 2.14% -
Aditya Birla Sun Life Retirement Fund - The 30s Plan - Growth Regular Retirement Fund - 94.00% 97.62% 77 0.24% 1 - 2.14% -
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Regular Retirement Fund - - 96.59% 53 1.77% 4 - 1.64% -
SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - Growth Direct Plan Retirement Fund - - 96.59% 53 1.77% 4 - 1.64% -
Tata Retirement Savings Fund - Regular Plan - Progressive Plan - Growth Regular Retirement Fund - 45.78% 96.39% 45 - - - 3.61% -
Tata Retirement Savings Fund - Direct Plan - Progressive Plan - Growth Direct Plan Retirement Fund - 45.78% 96.39% 45 - - - 3.61% -
PGIM India Retirement Fund - Regular Plan - Growth Regular Retirement Fund - 18.00% 94.48% 85 0.15% 1 - 5.37% -
PGIM India Retirement Fund - Direct Plan - Growth Direct Plan Retirement Fund - 18.00% 94.48% 85 0.15% 1 - 5.37% -
ICICI Prudential Retirement Fund - Pure Equity Plan - Regular Plan - Growth Regular Retirement Fund - 51.00% 92.95% 99 - - - 7.05% -
ICICI Prudential Retirement Fund - Pure Equity Plan - Direct Plan - Growth Direct Plan Retirement Fund - 51.00% 92.95% 99 - - - 7.05% -
HDFC Retirement Savings Fund - Equity Plan - Regular Plan- Growth Regular Retirement Fund - 15.59% 91.44% 70 - - - 8.00% 0.56%
HDFC Retirement Savings Fund - Equity Plan - Direct Plan- Growth Direct Plan Retirement Fund - 15.59% 91.44% 70 - - - 8.00% 0.56%
Axis Retirement Fund - Dynamic Plan - Direct Plan - Growth Direct Plan Retirement Fund - - 87.00% 84 9.99% 4 - 3.01% -
Axis Retirement Fund - Dynamic Plan - Regular Plan - Growth Regular Retirement Fund - - 87.00% 84 9.99% 4 - 3.01% -
Tata Retirement Savings Fund - Regular Plan - Moderate Plan - Growth Regular Retirement Fund - 35.81% 83.66% 46 14.62% 13 - 1.72% -
Tata Retirement Savings Fund - Direct Plan - Moderate Plan - Growth Direct Plan Retirement Fund - 35.81% 83.66% 46 14.62% 13 - 1.72% -
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan - Direct Plan - Growth Direct Plan Retirement Fund - 56.00% 80.42% 82 12.97% 19 - 5.78% 0.84%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan - Regular Plan - Growth Regular Retirement Fund - 56.00% 80.42% 82 12.97% 19 - 5.78% 0.84%
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth Regular Retirement Fund - - 78.88% 53 7.86% 4 2.88% 1.89% 8.49%
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth Direct Plan Retirement Fund - - 78.88% 53 7.86% 4 2.88% 1.89% 8.49%
Aditya Birla Sun Life Retirement Fund - The 40s Plan - Growth Regular Retirement Fund - 15.00% 78.77% 53 14.18% 5 - 7.05% -
Aditya Birla Sun Life Retirement Fund - The 40s Plan - Direct - Growth Direct Plan Retirement Fund - 15.00% 78.77% 53 14.18% 5 - 7.05% -
UTI Retirement Benefit Pension Fund - Direct Plan Direct Plan Retirement Fund - 49.00% 78.64% 120 96.46% 74 - 24.90% -
UTI Retirement Benefit Pension Fund Regular Retirement Fund - 49.00% 78.64% 120 96.46% 74 - 24.90% -
Axis Retirement Fund - Aggressive Plan - Regular Plan - Growth Regular Retirement Fund - - 78.52% 80 18.33% 6 - 2.64% 0.51%
Axis Retirement Fund - Aggressive Plan - Direct Plan - Growth Direct Plan Retirement Fund - - 78.52% 80 18.33% 6 - 2.64% 0.51%
Bandhan Retirement Fund - Regular Plan - Growth Regular Retirement Fund - 200.00% 75.91% 56 21.37% 1 - 2.72% -
Bandhan Retirement Fund - Direct Plan - Growth Direct Plan Retirement Fund - 200.00% 75.91% 56 21.37% 1 - 2.72% -
HDFC Retirement Savings Fund - Hybrid- Equity Plan - Regular Plan- Growth Regular Retirement Fund - 11.77% 74.06% 71 15.93% 12 - 9.14% 0.87%
HDFC Retirement Savings Fund - Hybrid- Equity Plan - Direct Plan- Growth Direct Plan Retirement Fund - 11.77% 74.06% 71 15.93% 12 - 9.14% 0.87%
Baroda BNP Paribas Retirement Fund - Direct Plan - Growth Direct Plan Retirement Fund - 46.00% 73.29% 52 21.38% 7 - 2.58% 2.75%
Baroda BNP Paribas Retirement Fund - Regular Plan - Growth Regular Retirement Fund - 46.00% 73.29% 52 21.38% 7 - 2.58% 2.75%
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Direct Plan- Growth Direct Plan Retirement Fund - - 41.85% 42 36.32% 8 - 21.83% -
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Regular Plan- Growth Regular Retirement Fund - - 41.85% 42 36.32% 8 - 21.83% -
Axis Retirement Fund - Conservative Plan - Regular Plan - Growth Regular Retirement Fund - - 39.35% 32 55.46% 3 - 3.74% 1.45%
Axis Retirement Fund - Conservative Plan - Direct Plan - Growth Direct Plan Retirement Fund - - 39.35% 32 55.46% 3 - 3.74% 1.45%
SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth Regular Retirement Fund - - 38.95% 53 58.24% 14 - 2.81% -
SBI Retirement Benefit Fund - Conservative Hybrid Plan - Direct Plan - Growth Direct Plan Retirement Fund - - 38.95% 53 58.24% 14 - 2.81% -
Franklin India Retirement Fund - Growth Regular Retirement Fund - - 38.48% 50 60.95% 15 - 0.58% -
Franklin India Retirement Fund - Direct - Growth Direct Plan Retirement Fund - - 38.48% 50 60.95% 15 - 0.58% -
UTI Retirement Fund - Direct Plan - Growth Direct Plan Retirement Fund - 37.00% 37.76% 64 54.43% 51 0.33% 6.08% 1.40%
UTI Retirement Fund - Regular Plan - Growth Regular Retirement Fund - 37.00% 37.76% 64 54.43% 51 0.33% 6.08% 1.40%
Tata Retirement Savings Fund - Regular Plan - Conservative Plan - Growth Regular Retirement Fund - - 29.26% 44 61.50% 8 - 9.24% -
Tata Retirement Savings Fund - Direct Plan - Conservative Plan - Growth Direct Plan Retirement Fund - - 29.26% 44 61.50% 8 - 9.24% -
Aditya Birla Sun Life Retirement Fund - The 50s Plan - Growth Regular Retirement Fund - 9.00% 24.52% 40 64.77% 7 - 10.71% -
Aditya Birla Sun Life Retirement Fund - The 50s Plan - Direct - Growth Direct Plan Retirement Fund - 9.00% 24.52% 40 64.77% 7 - 10.71% -
ICICI Prudential Retirement Fund - Hybrid Conservative Plan - Direct Plan - Growth Direct Plan Retirement Fund - 7.00% 23.18% 20 62.73% 17 - 14.09% -
ICICI Prudential Retirement Fund - Hybrid Conservative Plan - Regular Plan - Growth Regular Retirement Fund - 7.00% 23.18% 20 62.73% 17 - 14.09% -
Nippon India Retirement Fund - Income Generation Scheme - Growth Regular Retirement Fund - - 20.36% 24 73.56% 7 - 6.08% -
Nippon India Retirement Fund - Income Generation Scheme - Direct Plan - Growth Direct Plan Retirement Fund - - 20.36% 24 73.56% 7 - 6.08% -
SBI Retirement Benefit Fund - Conservative Plan - Direct Plan - Growth Direct Plan Retirement Fund - - 19.15% 53 73.03% 12 - 7.82% -
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth Regular Retirement Fund - - 19.15% 53 73.03% 12 - 7.82% -
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan - Growth Regular Retirement Fund - 1.00% - - 91.14% 8 - 8.86% -
ICICI Prudential Retirement Fund - Pure Debt Plan - Regular Plan - Growth Regular Retirement Fund - - - - 84.82% 16 - 15.18% -
ICICI Prudential Retirement Fund - Pure Debt Plan - Direct Plan - Growth Direct Plan Retirement Fund - - - - 84.82% 16 - 15.18% -
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan - Direct - Growth Direct Plan Retirement Fund - 1.00% - - 91.14% 8 - 8.86% -
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