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INVESTGURU GUIDE
Best Mutual Funds for Retirement Planning
Retirement Planning is an important financial goal which every working individual should start early in his career. With increase in life expectancy due to advancement in medical sciences and better nutrition and living standards, a significant fund is required at retirement to last long. Hence, the early an individual starts investing for his retirement, the more years he gets to save and lesser to spend.

Mutual Funds are ideal investments for retirement planning as they are low cost, offer tax free(Equity Funds) or tax efficient(Debt Funds) returns, transparency and liquidity.

Listed here are best mutual funds for Retirement Planning. These Funds have been selected on the basis of the nature of their investments and consistent performance.An investor should invest in the funds that are suitable for his own age.

To invest in mutual funds, please feel free to talk to us on +919910423232 or write to us at info@investguru.in mentioning your investment needs.

Important Note : The minimum investment required in a fund is Rs.1000/- per month only.
Best Funds for Retirement Planning
(Suitable for Investors of current age 25-40 years)

      Product Name CATEGORY 1 Yr (%) 3 Yr (%) 5 Yr (%) FUND VALUE OF RS 10,000 INVESTED PER MONTH
(5 Years)
CALC
MIRAE ASSET EMERGING BLUECHIP FUND - GROWTH Equity 40.35 30.00 32.18 1290231 /-
Calculate..
FRANKLIN INDIA PRIMA PLUS - GROWTH Equity 18.66 18.16 20.90 993013 /-
Calculate..
KOTAK SELECT FOCUS FUND - REGULAR - GROWTH Equity 31.48 20.20 23.17 1047393 /-
Calculate..
CANARA ROBECO EMERGING EQUITIES - GROWTH Equity 38.06 28.09 29.74 1220005 /-
Calculate..
BIRLA SUN LIFE SMALL & MIDCAP FUND - GROWTH Equity 40.91 26.47 26.78 1139331 /-
Calculate..
HDFC BALANCED FUND - GROWTH Equity 24.21 16.96 19.19 953738 /-
Calculate..
* Compounded Annualized Returns


Best Funds for Retirement Planning
(Suitable for Investors of current age 41-50 years)

      Product Name CATEGORY 1 Yr (%) 3 Yr (%) 5 Yr (%) FUND VALUE OF RS 10,000 INVESTED PER MONTH
(5 Years)
CALC
KOTAK SELECT FOCUS FUND - REGULAR - GROWTH Equity 31.48 20.20 23.17 1047393 /-
Calculate..
MIRAE ASSET INDIA OPPORTUNITIES FUND - REGULAR - GROWTH Equity 29.23 18.41 22.28 1025753 /-
Calculate..
BNP PARIBAS MID CAP FUND - GROWTH Equity 26.30 21.66 26.65 1135908 /-
Calculate..
SBI MAGNUM MULTI CAP FUND - GROWTH Equity 24.48 20.58 22.10 1021421 /-
Calculate..
L&T INDIA PRUDENCE FUND - REGULAR - GROWTH Equity 23.52 17.80 19.97 971458 /-
Calculate..
* Compounded Annualized Returns


Best Funds for Retirement Planning
(Suitable for Investors of current age 51-55 years)

      Product Name CATEGORY 1 Yr (%) 3 Yr (%) 5 Yr (%) FUND VALUE OF RS 10,000 INVESTED PER MONTH
(5 Years)
CALC
BIRLA SUN LIFE BALANCED 95 - GROWTH Equity 21.16 15.94 18.90 947215 /-
Calculate..
MIRAE ASSET INDIA OPPORTUNITIES FUND - REGULAR - GROWTH Equity 29.23 18.41 22.28 1025753 /-
Calculate..
FRANKLIN INDIA BALANCED FUND - GROWTH Equity 15.12 16.12 17.84 923709 /-
Calculate..
SBI BLUECHIP FUND - GROWTH Equity 18.68 17.71 21.17 999350 /-
Calculate..
ICICI PRUDENTIAL BALANCED ADVANTAGE FUND - REGULAR - GROWTH Equity 16.08 12.46 16.32 890932 /-
Calculate..
* Compounded Annualized Returns


Best Funds for Retirement Planning
(Suitable for Investors of current age 56 years and more)

      Product Name CATEGORY 1 Yr (%) 3 Yr (%) 5 Yr (%) FUND VALUE OF RS 10,000 INVESTED PER MONTH
(5 Years)
CALC
MIRAE ASSET INDIA OPPORTUNITIES FUND - REGULAR - GROWTH Equity 29.23 18.41 22.28 1025753 /-
Calculate..
BIRLA SUN LIFE BALANCED 95 - GROWTH Equity 21.16 15.94 18.90 947215 /-
Calculate..
ICICI PRUDENTIAL BALANCED ADVANTAGE FUND - REGULAR - GROWTH Equity 16.08 12.46 16.32 890932 /-
Calculate..
DSP BLACKROCK INCOME OPPORTUNITIES FUND - REGULAR PLAN - GROWTH Debt 9.53 9.81 9.52 756788 /-
Calculate..
BIRLA SUN LIFE SHORT TERM OPPORTUNITIES FUND - REGULAR - GROWTH Debt 9.03 9.41 9.97 765052 /-
Calculate..
* Compounded Annualized Returns
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Risk Factor : All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.
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