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Rt · Moderate shelf

Retirement fund funds

A goal-linked wrapper with a lock-in until retirement or five years.

Noticeable dips are normal. Suits a few years out. Industry-wide this shelf holds ₹32,526 crore across 29 schemes (AMFI, category: Retirement Fund).

Retirement fund by the numbers

NYVO publishes data pages for 28 schemes in Retirement fund, from 12 fund houses, holding ₹28,473 crore between them. Over the last five years the median returned 9.7% a year, and the gap between the best and worst was 16.0 percentage points a year across 24 funds with a five-year record (NAV as of 21 Aug 2026).

Distribution of returns across Retirement fund funds with a data page on NYVO, NAV as of 21 Aug 2026
WindowWorstMedianBestSpreadFunds
1 year-2.3%4.4%15.6%17.9 pts28
3 years (per year)6.2%11.0%22.6%16.4 pts25
5 years (per year)5.2%9.7%21.2%16.0 pts24
Median fund size
₹270 crore
Largest fund
₹7,014 crore
Longest track record
since 2013

Worst, median and best describe the spread across the funds on this shelf that have a data page on NYVO — they are not an index, not a benchmark, and no fund is named. The spread is simply the distance between the highest and lowest figure in that window; on shelves that hold more than one kind of asset it reflects that mix as much as anything else. Sample sizes differ by window because newer funds have no five-year record. Past returns do not predict future returns.

28 funds with data pages

1 more fund exists in this category without enough published history for a data page yet; they appear here automatically once they have one.

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The whole industry sized by real money, from AMFI’s monthly data.

Funds are listed by assets under management — a fact, not a ranking. Shelf-level industry figures are AMFI monthly data; per-fund figures come from NYVO research systems and update daily. This page is general information, not investment advice, and carries no rating and no recommendation. Mutual fund investments are subject to market risks; read all scheme related documents carefully.