Hybrid | Solution Oriented - Retirement
3Y Returns
16.35%
Min SIP
₹500
Min Lumpsum
₹5000
Expense Ratio
%
Fund Size
₹N/A Cr
Inception Date
Fund Manager
Exit Load
.
Overall Fund Zi Tag
Asset Allocation
Equity
76.12%
Debt & Others
23.88%
Market Cap Allocation
Large Cap
41.97%
Mid Cap
19.37%
Small Cap
13.59%
Other Cap
25.07%
Investment Objective
Icici Prudential Retirement Fund Hybrid Aggressive Plan Direct Plan Growth
1Y
43.66%
3Y
20.44%
5Y
21.53%
Sbi Retirement Benefit Fund Aggressive Hybrid Plan - Direct Plan Growth
1Y
25.48%
3Y
16.34%
5Y
NA
Hdfc Retirement Savings Fund - Hybrid - Equity Plan - Direct Plan- Growth Option
1Y
28.23%
3Y
16.3%
5Y
19.99%
Tata Retirement Savings Fund - Progressive Direct Plan - Growth
1Y
38.46%
3Y
15.62%
5Y
19.79%
Tata Retirement Savings Fund - Moderate Direct Plan - Growth
1Y
32.55%
3Y
14.48%
5Y
18.31%
Axis Retirement Savings Fund - Dynamic Plan Direct Growth
1Y
40.8%
3Y
13.91%
5Y
NA
Uti Retirement Benefit Pension Fund-Direct Growth
1Y
22.94%
3Y
12.9%
5Y
15.07%
Aditya Birla Sun Life Retirement Fund - The 40S Plan Direct Growth
1Y
27.87%
3Y
12.65%
5Y
15.07%
Sbi Retirement Benefit Fund Conservative Hybrid Plan - Direct Plan Growth
1Y
16.98%
3Y
11.17%
5Y
NA
Franklin Pension Plan - Direct Plan - Growth
1Y
19.58%
3Y
10.42%
5Y
11.2%
Icici Prudential Retirement Fund Hybrid Conservative Plan Direct Plan Growth
1Y
17.36%
3Y
10.25%
5Y
10.97%
Hdfc Retirement Savings Fund - Hybrid - Debt Plan - Direct Plan - Growth Option
1Y
15.67%
3Y
9.96%
5Y
10.63%
Axis Retirement Savings Fund - Conservative Plan Direct Growth
1Y
21.63%
3Y
9.38%
5Y
NA
Sbi Retirement Benefit Fund Conservative Plan - Direct Plan Growth
1Y
13.38%
3Y
9.18%
5Y
NA
Nippon India Retirement Fund-Income Generation Scheme Direct Plan-Growth Option
1Y
16.91%
3Y
8.86%
5Y
9.44%
Aditya Birla Sun Life Retirement Fund - The 50S Plan Direct Growth
1Y
14.39%
3Y
8.32%
5Y
7.69%
Tata Retirement Savings Fund - Conservative Direct Plan - Growth
1Y
16.02%
3Y
8.26%
5Y
10.02%
Bandhan Retirement Fund Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.