SM
Shobhit MehrotraFund Manager Since 25 Feb 2016
AllocationRetirement
HDFC Retirement Fund - Hybrid Debt Plan - Regular Plan
3Y Annualised
5.82%
-0.28% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.66%
-0.28% 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
12 years 3 months
NIFTY 50
8 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹148.25 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0%
NIL
Risk Profile
Moderately High risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
1.63%
2nd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
1.63%
3rd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
1.63%
4th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl
1.51%
5th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Reinvst of Inc Dis cum Cap Wdrl
1.51%
97th
HDFC Retirement Fund - Hybrid Debt Plan - Regular Plan
-0.66%
Fund Managers
CS
Chirag SetalvadFund Manager Since 25 Feb 2016
SB
Sankalp BaidFund Manager Since 22 Jan 2021
About HDFC Retirement Fund - Hybrid Debt Plan - Regular Plan
HDFC Retirement Fund - Hybrid Debt Plan - Regular 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 2016-02-26. HDFC Retirement Fund - Hybrid Debt Plan - Regular Plan has ₹148.25 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of HDFC Retirement Fund - Hybrid Debt Plan - Regular Plan as of Wed Sep 02 2026 is ₹21.7522. The fund has an expense ratio of 2.33%, which is medium comparable to most other Allocation funds.
HDFC Retirement Fund - Hybrid Debt Plan - Regular Plan returns for the last 1 year are 1.42%. Since launch, it has delivered 7.65% average annual returns.
The HDFC Retirement Fund - Hybrid Debt Plan - Regular Plan has the majority of its money invested in null, Financial Services, Industrials, Energy sectors.
Top 5 Holdings of HDFC Retirement Fund - Hybrid Debt Plan - Regular Plan.
- 6.67% Govt Stock 2050: 9.40%
- ICICI Bank Ltd: 8.14%
- Larsen & Toubro Ltd: 7.72%
- Future on Larsen & Toubro Ltd: 6.90%
- Mahindra Rural Housing Finance Limited: 6.84%
AMC Information
| Name | HDFC Asset Management Co Ltd |
|---|---|
| Founding Date | 2016-02-26 |
| 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 - Hybrid Debt Plan - Regular 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. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
