Scheme type · Solution · Sept 2026

Retirement

Every retirement scheme, largest first.

Schemes: 29
Fund houses: 13
AUMDown by 4.6% on the month before: ₹31,892 Cr
In stocks: 87.5%
New this month: 0
Largest: HDFC Retirement Fund Equity Plan
Lead managers: 12
Median TER: 0.98%
Median 1y return: +0.5%
Beat benchmark (3y): 66.7%

HDFC Retirement Fund Equity Plan25.1%
SBI Retirement Benefit Fund Aggressive Plan11.6%
Nippon India Retirement Fund Wealth Creation Scheme11.1%
Tata Retirement Savings Fund Moderate Plan8.0%
ICICI Prudential Retirement Fund Pure Equity Plan8.0%
Other36.2%

Fig. 1.AUM by scheme, Sept 2026.

Every scheme with its figures in Sept 2026. Click a column's header to sort by it.

HDFC Retirement Fund Equity Plan	HDFC	Anupam Joshi	72	6,645	0.92%	93.9%	−7.8%	+8.6%	+10.7%	Feb '16	Sep '26
SBI Retirement Benefit Fund Aggressive Plan	SBI	Ardhendu Bhattacharya	54	3,066	0.83%	95.3%	−3.4%	+7.6%	+9.7%	Feb '21	Sep '26
Nippon India Retirement Fund Wealth Creation Scheme	Nippon	Pranay Sinha	71	2,939	1.26%	99.0%	−5.8%	+9.5%	+9.2%	Feb '15	Sep '26
Tata Retirement Savings Fund Moderate Plan	Tata	Sonam Udasi	52	2,115	0.85%	79.1%	+2.0%	+11.4%	+9.2%	Sep '12	Sep '26
ICICI Prudential Retirement Fund Pure Equity Plan	ICICI	Darshil Dedhia	87	2,106	0.71%	95.8%	+1.9%	+18.9%	+17.5%	Mar '19	Sep '26
Tata Retirement Savings Fund Progressive Plan	Tata	Sonam Udasi	52	2,104	0.85%	93.5%	+1.9%	+11.9%	+9.2%	Sep '12	Sep '26
SBI Retirement Benefit Fund Aggressive Hybrid Plan	SBI	Ardhendu Bhattacharya	57	1,587	0.92%	85.6%	−0.7%	+8.6%	+9.8%	Feb '21	Sep '26
HDFC Retirement Fund Hybrid Equity Plan	HDFC	Anupam Joshi	61	1,530	1.10%	71.0%	−7.2%	+6.9%	+8.3%	Feb '16	Sep '26
ICICI Prudential Retirement Fund Hybrid Aggressive Plan	ICICI	Rohit Lakhotia	69	1,268	0.71%	82.8%	+1.9%	+16.7%	+13.9%	Mar '19	Sep '26
Axis Retirement Fund Aggressive Plan	Axis	Jayesh Sundar	89	666	1.26%	73.5%	−3.8%	+10.0%	+6.0%	Jan '20	Sep '26
Aditya Birla Sun Life Retirement Fund The 30S Plan	Aditya Birla	Jonas Bhutta	78	465	0.97%	95.9%	+10.1%	+15.4%	+11.2%	Mar '19	Sep '26
Baroda BNP Paribas Retirement Fund	BNP	Silky Jain	52	387	1.16%	70.2%	+0.9%	–	–	May '24	Sep '26
Axis Retirement Fund Dynamic Plan	Axis	Jayesh Sundar	93	269	1.34%	78.8%	−3.7%	+10.9%	+7.2%	Jan '20	Sep '26
SBI Retirement Benefit Fund Conservative Hybrid Plan	SBI	–	53	248	–	38.2%	−0.1%	+6.6%	+7.2%	Feb '21	Sep '26
Union Retirement Fund	Union	Pratik Dharmshi	–	207	1.36%	–	+0.6%	+11.9%	–	Oct '22	Aug '26
Tata Retirement Savings Fund Conservative Plan	Tata	Murthy Nagarajan	49	165	1.06%	27.1%	+2.3%	+7.5%	+6.2%	Sep '12	Sep '26
HDFC Retirement Fund Hybrid Debt Plan	HDFC	Anupam Joshi	40	143	1.35%	16.8%	−0.5%	+6.6%	+6.8%	Mar '16	Sep '26
Nippon India Retirement Fund Income Generation Scheme	Nippon	Pranay Sinha	21	138	0.98%	19.1%	−1.4%	+6.5%	+5.8%	Feb '15	Sep '26
SBI Retirement Benefit Fund Conservative Plan	SBI	Ardhendu Bhattacharya	53	138	0.79%	19.0%	+1.2%	+6.5%	+6.7%	Feb '21	Sep '26
Aditya Birla Sun Life Retirement Fund The 40S Plan	Aditya Birla	Harshil Suvarnkar	57	110	1.18%	78.2%	−1.6%	+10.1%	+8.2%	Mar '19	Sep '26
ICICI Prudential Retirement Fund Hybrid Conservative Plan	ICICI	Rohit Lakhotia	20	95.3	0.94%	22.6%	+3.2%	+9.5%	+8.3%	Mar '19	Sep '26
Axis Retirement Fund Conservative Plan	Axis	Jayesh Sundar	32	44.8	1.27%	37.2%	−2.5%	+6.8%	+5.5%	Jan '20	Sep '26
Aditya Birla Sun Life Retirement Fund The 50S Plan	Aditya Birla	Harshil Suvarnkar	39	26.6	0.54%	23.8%	+2.6%	+7.8%	+6.7%	Jan '22	Sep '26