Discover Mutual Funds
Large-cap mutual funds are investment funds that primarily invest in the stocks of large, established companies with a market capitalization typically above ₹20,000 Crores. These companies are often industry leaders and are considered more stable and less volatile than smaller firms, making large-cap mutual funds a relatively safer investment option for conservative investors.
Market winners
| Fund Name | 1 Yr. Return | 3 Yr. Return | 5 Yr. Return | Fund Size | Expense Ratio | ||
 |
ICICI Pru Retirement Fund - Pure Equity - Dir (G) | 8.78% | 20.64% | 32.72% | ₹982 Cr | 0.83% | |
 |
HDFC Retirement Savings Fund - Equity - Dir (G) | 8.39% | 20.19% | 31.51% | ₹5571 Cr | 0.85% | |
 |
Nippon India Retirement Fund-WC - Dir (G) | 7.56% | 17.29% | 26.32% | ₹2849 Cr | 1.03% | |
 |
Tata Retirement Savings Fund - Progressiv-Dir (G) | 9.29% | 15.25% | 22.19% | ₹1803 Cr | 0.59% | |
 |
Aditya Birla SL Retirement-The 30s Plan-Dir (G) | 9.27% | 13.87% | 19.36% | ₹343 Cr | 1.16% | |
 |
SBI Retirement Benefit Fund-Aggressive Plan-Dir(G) | 5.81% | 15.12% | 0% | ₹2494 Cr | 0.97% | |
 |
Union Retirement Fund - Direct (G) | 7.06% | 0% | 0% | ₹142 Cr | 0.92% |
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Understanding Retirement Solutions
Retirement solution funds invest in a mix of stocks, bonds, and other assets, adjusting the asset allocation as the investor nears retirement age.
Retirement solution funds are designed specifically for individuals planning for retirement, offering a strategic mix of growth and safety. These funds invest in both equities and bonds, adjusting the asset allocation to become more conservative as you approach retirement age. This gradual shift helps to protect your savings from market volatility, while still providing growth in the early years. Retirement funds are well-suited for long-term investors who want to ensure their savings will last throughout their retirement years. By investing in these funds, you can benefit from a structured plan that aligns with your retirement goals.
Suitable for individuals planning for retirement who want to ensure both growth and security for their future.
Short term capital gains on {{fund_type}} mutual funds are 15%, while long term capital gains are 12.5% (above ₹1.25 lakh).
These funds have moderate to low risk, as they gradually shift from growth assets to more conservative investments as you near retirement.
Yes, if you’re planning for retirement and want a fund that adjusts its risk based on your age.
Ideally, until retirement, as these funds are designed to grow over a long period and become safer as you get closer to retirement age.
Yes, though early withdrawal could impact the fund’s growth potential and tax benefits.
Expenses can range from 0.5% to 1.5%, depending on the fund’s mix of assets and management.
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