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Funds

Every scheme with a disclosed portfolio: its NAV, returns, size and cost, and every measure we derive from the disclosures — each one something you can order the list by, and each one shown in its own units when you do.

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Three ranges, and only three: what a fund costs, how big it is, and how long the person running it has been there. There is no range over a fund's record, because filtering on a record builds a shortlist of past winners — and our own testing found that shortlist does not predict the next three years. A fund with no expense or tenure on file is excluded by those two, never silently included.

8 funds

ordered by size · names starting with A

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA
Aditya Birla Sun Life AMC Limited · Chanchal Khandelwal, since ≥ Mar 2026
Children's ₹23.50
21 Sep 2026
5.3% 11.7% ₹1,227 Cr 1.14%
Regular 2.27%
beat peers in 21% of 3-yr windows56 windows
Axis Retirement Fund - Aggressive Plan
Axis Asset Management Co. Ltd.
Retirement ₹20.10
21 Sep 2026
−1.0% 11.2% ₹696 Cr 1.25%
Regular 2.49%
beat peers in 35% of 3-yr windows46 windows
Aditya Birla Sun Life Retirement Fund-The 30s Plan
Aditya Birla Sun Life AMC Limited · Jonas Bhutta, since ≥ Mar 2026
Retirement ₹25.26
21 Sep 2026
12.5% 16.5% ₹469 Cr 1.35%
Regular 2.64%
beat peers in 64% of 3-yr windows55 windows
Axis Retirement Fund - Dynamic Plan
Axis Asset Management Co. Ltd.
Retirement ₹21.59
21 Sep 2026
−0.8% 12.2% ₹281 Cr 1.35%
Regular 2.57%
beat peers in 65% of 3-yr windows46 windows
Aditya Birla Sun Life Retirement Fund-The 40s Plan
Aditya Birla Sun Life AMC Limited · Harshil Suvarnkar, since ≥ Mar 2026
Retirement ₹21.42
21 Sep 2026
2.3% 11.2% ₹114 Cr 1.18%
Regular 2.42%
beat peers in 38% of 3-yr windows55 windows
Axis Retirement Fund - Conservative Plan
Axis Asset Management Co. Ltd.
Retirement ₹17.44
21 Sep 2026
−0.1% 7.4% ₹48 Cr 1.27%
Regular 2.16%
beat peers in 0% of 3-yr windows46 windows
Aditya Birla Sun Life Retirement Fund-The 50s Plan
Aditya Birla Sun Life AMC Limited · Harshil Suvarnkar, since ≥ Mar 2026
Retirement ₹16.76
21 Sep 2026
4.5% 8.1% ₹27 Cr 0.63%
Regular 1.96%
beat peers in 0% of 3-yr windows55 windows
Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan
Aditya Birla Sun Life AMC Limited · Harshil Suvarnkar, since ≥ Mar 2026
Retirement ₹14.95
21 Sep 2026
3.8% 5.9% ₹14 Cr 0.92%
Regular 2.05%
beat peers in 0% of 3-yr windows55 windows

NAV is the growth class, Direct plan where one exists; returns are CAGR to the build's NAV date. How often it beat its category is the share of rolling three-year stretches in which the fund beat its category median; a full record needs 36 windows, and a thinner one is greyed. Funds without that measurement sort last, never first; a fund with no NAV in the last 45 days — wound up, merged or dormant — sorts last of all and is marked. On a phone the table keeps three columns — the fund, its size and the measure you ordered by; category, NAV, both returns and the expense ratio are dropped rather than pushed off the right-hand edge, because an ordering you cannot see is worth nothing.