SM
Shobhit MehrotraFund Manager Since 25 Feb 2016
AllocationRetirement
HDFC Retirement Savings Fund - Equity Plan - Direct Plan
3Y Annualised
16.45%
1.01% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-7.65%
1.01% 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
4 years 7 months
NIFTY 50
5 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹6987.38 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
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Direct Growth
0.13%
2nd
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Pyt of Inc Dis cum Cap Wdrl
0.13%
3rd
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
0.13%
4th
ICICI Prudential Retirement Fund Pure Debt Plan Direct Growth
0.09%
5th
ICICI Prudential Retirement Fund Pure Debt Plan Direct Payout of Income Dist cum Cap Wdrl
0.09%
109th
HDFC Retirement Savings Fund - Equity Plan - Direct Plan
-7.65%
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 10 years, having been launched on 2016-02-25. HDFC Retirement Savings Fund - Equity Plan - Direct Plan has ₹6987.38 Cr worth of assets under management (AUM) as of Fri Mar 20 2026. The latest Net Asset Value (NAV) of HDFC Retirement Savings Fund - Equity Plan - Direct Plan as of Thu Mar 19 2026 is ₹52.56. The fund has an expense ratio of 0.71%, which is medium comparable to most other Allocation funds.
HDFC Retirement Savings Fund - Equity Plan - Direct Plan returns for the last 1 year are 4.80%. Since launch, it has delivered 18.27% average annual returns.
The HDFC Retirement Savings Fund - Equity Plan - Direct Plan has the majority of its money invested in Financial Services, Energy, Consumer Cyclical, Technology, Communication Services sectors.
Top 5 Holdings of HDFC Retirement Savings Fund - Equity Plan - Direct Plan.
- HDFC Bank Ltd: 7.62%
- ICICI Bank Ltd: 6.31%
- Axis Bank Ltd: 4.75%
- Reliance Industries Ltd: 3.99%
- State Bank of India: 3.44%
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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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
