Retirement Fund
SEBI’s rule: A solution-oriented scheme whose units are locked in for at least five years or until retirement age, whichever is earlier. Source: SEBI
SEBI ended the Solution Oriented category (retirement and children’s funds) on 26 Feb 2026: its schemes take no new investments and are to merge into schemes with a similar asset allocation and risk, with SEBI’s approval.
- Schemes
- 29
- Fund houses
- 13
- Launched between
- 1994 and 2024
Source: fund houses’ disclosures, as of 28 Oct 2026.
- Moderate 2
- Moderately High 9
- High 1
- Very High 17
Riskometer levels as shown on each fund’s page, read by Felix on 28 Oct 2026.
Every scheme, Regular plan – Growth
Order
Sorted A to Z (default)
Fund house
Benchmark, as each SID names it
| Scheme | Benchmark | Assets, ₹ cr (30 Sep 2026) | SIP from, ₹ | Launched | Riskometer |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund - The 30s PlanTakes no new investments | NIFTY 500 Total Return Index | 465 | 500 | 2019 | Very High |
| Aditya Birla Sun Life Retirement Fund - The 40s PlanTakes no new investments | CRISIL Hybrid 35+65 Aggressive Index | 110 | 500 | 2019 | Very High |
| Aditya Birla Sun Life Retirement Fund - The 50s PlanTakes no new investments | CRISIL Short Term Debt Hybrid 75+25 Index | 27 | 500 | 2019 | Moderately High |
| Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt PlanTakes no new investments | CRISIL Short-Term Bond Index | 14 | 500 | 2019 | Moderate |
| Axis Retirement Fund - Aggressive PlanTakes no new investments | CRISIL Hybrid 25+75 Aggressive Index | 666 | 1,000 | 2019 | Very High |
| Axis Retirement Fund - Conservative PlanTakes no new investments | CRISIL Hybrid 75+25 Conservative Index | 45 | 1,000 | 2019 | High |
| Axis Retirement Fund - Dynamic PlanTakes no new investments | CRISIL Hybrid 35+65 Aggressive Index | 269 | 1,000 | 2019 | Very High |
| Bandhan Retirement FundTakes no new investments | CRISIL Hybrid 50+50 Moderate Index | 174 | 100 | 2023 | Very High |
| Baroda BNP Paribas Retirement FundTakes no new investments | CRISIL Hybrid 35+65 Aggressive Index | 387 | 250 | 2024 | Very High |
| Franklin India Retirement FundTakes no new investments | CRISIL Short Term Debt Hybrid 60+40 Index | 479 | Not reported | 1997 | Moderately High |
| HDFC Retirement Fund - Equity PlanTakes no new investments | NIFTY 500 Total Return Index | 6,645 | 100 | 2016 | Very High |
| HDFC Retirement Fund - Hybrid Debt PlanTakes no new investments | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index | 143 | 100 | 2016 | Moderately High |
| HDFC Retirement Fund - Hybrid Equity PlanTakes no new investments | NIFTY 50 Hybrid Composite Debt 65:35 Index | 1,530 | 100 | 2016 | Very High |
| ICICI Prudential Retirement Fund - Hybrid Aggressive PlanTakes no new investments | CRISIL Hybrid 35+65 Aggressive Index | 1,268 | 100 | 2019 | Very High |
| ICICI Prudential Retirement Fund - Hybrid Conservative PlanTakes no new investments | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index | 95 | 100 | 2019 | Moderately High |
| ICICI Prudential Retirement Fund - Pure Debt PlanTakes no new investments | NIFTY Composite Debt Index | 79 | 100 | 2019 | Moderately High |
| ICICI Prudential Retirement Fund - Pure Equity PlanTakes no new investments | NIFTY 500 Total Return Index | 2,106 | 100 | 2019 | Very High |
| Nippon India Retirement Fund - Income Generation SchemeTakes no new investments | CRISIL Hybrid 85+15 Conservative Index | 138 | 500 | 2015 | Moderate |
| Nippon India Retirement Fund - Wealth Creation SchemeTakes no new investments | BSE 500 Total Return Index | 2,939 | 500 | 2015 | Very High |
| PGIM India Retirement FundTakes no new investments | BSE 500 Total Return Index | 104 | 1,000 | 2024 | Very High |
| SBI Retirement Benefit Fund - Aggressive Hybrid PlanTakes no new investments | CRISIL Hybrid 35+65 Aggressive Index | 1,587 | 500 | 2021 | Very High |
| SBI Retirement Benefit Fund - Aggressive PlanTakes no new investments | BSE 500 Total Return Index | 3,066 | 500 | 2021 | Very High |
| SBI Retirement Benefit Fund - Conservative Hybrid PlanTakes no new investments | CRISIL Hybrid 65+35 Conservative Index | 248 | 500 | 2021 | Moderately High |
| SBI Retirement Benefit Fund - Conservative PlanTakes no new investments | CRISIL Hybrid 85+15 Conservative Index | 138 | 500 | 2021 | Moderately High |
| Tata Retirement Savings ConservativeTakes no new investments | CRISIL Short Term Debt Hybrid 75+25 Index | 165 | 500 | 2011 | Moderately High |
| Tata Retirement Savings ModerateTakes no new investments | CRISIL Hybrid 25+75 Aggressive Index | 2,115 | 150 | 2011 | Very High |
| Tata Retirement Savings ProgressiveTakes no new investments | NIFTY 500 Total Return Index | 2,104 | 150 | 2011 | Very High |
| Union Retirement FundTakes no new investments | BSE 500 Total Return Index | 207 | 500 | 2022 | Very High |
| UTI Retirement FundTakes no new investments | CRISIL Short Term Debt Hybrid 60+40 Index | 4,578 | Not reported | 1994 | Moderately High |
Regular plan – Growth for every scheme. Source: fund houses’ disclosures; assets at month-end 30 Sep 2026; SIP minimums as of 28 Oct 2026; benchmarks as each SID names them.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.