SM
Shobhit MehrotraFund Manager Since 25 Feb 2016
AllocationRetirement
HDFC Retirement Savings Fund - Equity Plan - Direct Plan
3Y Annualised
20.26%
-1.18% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.05%
-1.18% 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
3 years 9 months
NIFTY 50
5 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹5983.38 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
Tata Retirement Savings Progressive Fund Direct Plan Growth
3.04%
2nd
ICICI Prudential Retirement Fund Pure Equity Plan Direct Payout of Income Dist cum Cap Wdrl
2.93%
3rd
ICICI Prudential Retirement Fund Pure Equity Plan Direct Growth
2.93%
4th
Tata Retirement Savings Progressive Fund Growth
2.91%
5th
Tata Retirement Savings Moderate Fund Direct Plan Growth
2.88%
31st
HDFC Retirement Savings Fund - Equity Plan - Direct Plan
2.05%
Fund Managers
CS
Chirag SetalvadFund Manager Since 25 Feb 2016
SB
Sankalp BaidFund Manager Since 22 Jan 2021
About HDFC Retirement Savings Fund - Equity Plan - Direct Plan
HDFC Retirement Savings Fund - Equity Plan - Direct Plan is a Allocation mutual fund scheme from HDFC Asset Management Co Ltd. This fund has been in existence for 9 years, having been launched on 2016-02-25. HDFC Retirement Savings Fund - Equity Plan - Direct Plan has ₹5983.38 Cr worth of assets under management (AUM) as of Tue Apr 29 2025. The latest Net Asset Value (NAV) of HDFC Retirement Savings Fund - Equity Plan - Direct Plan as of Mon Apr 28 2025 is ₹55.087. The fund has an expense ratio of 0.94%, which is medium comparable to most other Allocation funds.
HDFC Retirement Savings Fund - Equity Plan - Direct Plan returns for the last 1 year are 8.22%. Since launch, it has delivered 20.35% average annual returns.
The HDFC Retirement Savings Fund - Equity Plan - Direct Plan has the majority of its money invested in Financial Services, Energy, Communication Services, Technology, Consumer Cyclical sectors.
Top 5 Holdings of HDFC Retirement Savings Fund - Equity Plan - Direct Plan.
- HDFC Bank Ltd: 9.17%
- ICICI Bank Ltd: 7.21%
- Axis Bank Ltd: 4.42%
- Reliance Industries Ltd: 3.84%
- Bharti Airtel Ltd: 3.19%
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 Savings 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. |
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FAQs
What is the current NAV of HDFC Retirement Savings Fund - Equity Plan - Direct Plan?
What are the average returns of HDFC Retirement Savings Fund - Equity Plan - Direct Plan?
How do I invest in HDFC Retirement Savings Fund - Equity Plan - Direct Plan?
What is the expense ratio of HDFC Retirement Savings Fund - Equity Plan - Direct Plan?
What are net assets under management (AUM) of HDFC Retirement Savings Fund - Equity Plan - Direct Plan?
What is the PE and PB ratio of HDFC Retirement Savings Fund - Equity Plan - Direct Plan?
What are the top 5 holdings of HDFC Retirement Savings Fund - Equity Plan - Direct Plan?
What are the top 3 sectors that HDFC Retirement Savings Fund - Equity Plan - Direct Plan has invested in?
Who is the manager of HDFC Retirement Savings Fund - Equity Plan - Direct Plan?
What is the exit load of HDFC Retirement Savings Fund - Equity Plan - Direct Plan?
How to Redeem HDFC Retirement Savings Fund - Equity Plan - Direct Plan?
Can I invest in SIP and a Lump Sum of HDFC Retirement Savings Fund - Equity Plan - Direct Plan?
