SM
Shobhit MehrotraFund Manager Since 25 Feb 2016
AllocationRetirement
HDFC Retirement Fund - Equity Plan - Direct Plan
3Y Annualised
11.00%
0.42% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
7.84%
0.42% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
6 years 8 months
NIFTY 50
7 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹6644.77 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
SBI Retirement Benefit Fund - Aggressive Plan Direct Payout of Income Dist cum cap wdrl
8.82%
2nd
SBI Retirement Benefit Fund - Aggressive Plan Direct Growth
8.82%
3rd
SBI Retirement Benefit Fund - Aggressive Plan Regular Payout of Income Dist cum cap wdrl
8.72%
4th
SBI Retirement Benefit Fund - Aggressive Plan Regular Growth
8.72%
5th
HDFC Retirement Fund - Equity Plan - Direct Plan
7.84%
Fund Managers
CS
Chirag SetalvadFund Manager Since 25 Feb 2016
SB
Sankalp BaidFund Manager Since 22 Jan 2021
About HDFC Retirement Fund - Equity Plan - Direct Plan
HDFC Retirement Fund - Equity Plan - Direct Plan is a Allocation mutual fund scheme from HDFC Asset Management Co Ltd. This fund has been in existence for 10 years, having been launched on 2016-02-25. HDFC Retirement Fund - Equity Plan - Direct Plan has ₹6644.77 Cr worth of assets under management (AUM) as of Fri Nov 13 2026. The latest Net Asset Value (NAV) of HDFC Retirement Fund - Equity Plan - Direct Plan as of Mon Nov 09 2026 is ₹57.327. The fund has an expense ratio of 0.92%, which is medium comparable to most other Allocation funds.
HDFC Retirement Fund - Equity Plan - Direct Plan returns for the last 1 year are -1.34%. Since launch, it has delivered 17.72% average annual returns.
The HDFC Retirement Fund - Equity Plan - Direct Plan has the majority of its money invested in Financial Services, Energy, Consumer Cyclical, Communication Services, Industrials, Technology sectors.
Top 5 Holdings of HDFC Retirement Fund - Equity Plan - Direct Plan.
- ICICI Bank Ltd: 7.36%
- HDFC Bank Ltd: 6.93%
- Reliance Industries Ltd: 4.64%
- Axis Bank Ltd: 4.43%
- Kotak Mahindra Bank Ltd: 4.39%
AMC Information
| Name | HDFC Asset Management Co Ltd |
|---|---|
| Founding Date | 2016-02-25 |
| cliser@hdfcfund.com | |
| Phone | +91 22 66316333 |
| Website | www.hdfcfund.com |
| Address | HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate, |
Tax Implications of HDFC Retirement Fund - Equity Plan - Direct Plan
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from HDFC Asset Management Co Ltd
HDFC Arbitrage Fund - Regular Plan - Growth Option
Alternative StrategiesArbitrage Fund
3Y CAGR
6.74%
expense ratio
2.04%
fund size
₹25407.18 Cr
HDFC Gilt Fund Regular Growth
Fixed IncomeGovernment Bond
3Y CAGR
5.77%
expense ratio
0.86%
fund size
₹1884.59 Cr
HDFC Medium to Long Term Fund Regular Growth
Fixed IncomeMedium to Long Duration
3Y CAGR
6.17%
expense ratio
1.36%
fund size
₹812.70 Cr
HDFC Infrastructure Fund -Direct Plan - Growth Option
EquityEquity - Infrastructure
3Y CAGR
13.37%
expense ratio
1.33%
fund size
₹2250.53 Cr
HDFC Income Plus Arbitrage Active FOF Regular Growth
AllocationFund of Funds
3Y CAGR
8.10%
expense ratio
0.34%
fund size
₹2646.85 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
