SM
Shobhit MehrotraFund Manager Since 25 Feb 2016
AllocationRetirement
HDFC Retirement Savings Fund - Equity Plan - Direct Plan
3Y Annualised
19.25%
-0.12% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-2.96%
-0.12% 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 11 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹5571.31 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
ICICI Prudential Retirement Fund Pure Debt Plan Direct Payout of Income Dist cum Cap Wdrl
0.53%
2nd
ICICI Prudential Retirement Fund Pure Debt Plan Direct Growth
0.53%
3rd
ICICI Prudential Retirement Fund Pure Debt Plan Regular Payout of Income Dist cum Cap Wdrl
0.49%
4th
ICICI Prudential Retirement Fund Pure Debt Plan Regular Growth
0.49%
5th
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
0.41%
87th
HDFC Retirement Savings Fund - Equity Plan - Direct Plan
-2.96%
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 ₹5571.31 Cr worth of assets under management (AUM) as of Thu Mar 13 2025. The latest Net Asset Value (NAV) of HDFC Retirement Savings Fund - Equity Plan - Direct Plan as of Wed Mar 12 2025 is ₹50.752. The fund has an expense ratio of 0.8%, which is medium comparable to most other Allocation funds.
HDFC Retirement Savings Fund - Equity Plan - Direct Plan returns for the last 1 year are 4.67%. Since launch, it has delivered 19.68% 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: 9.33%
- ICICI Bank Ltd: 6.92%
- Axis Bank Ltd: 4.01%
- Reliance Industries Ltd: 3.66%
- Bharti Airtel Ltd: 3.10%
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. |
Similar Funds from HDFC Asset Management Co Ltd
HDFC Arbitrage Fund Wholesale Plan Growth
AlternativeArbitrage Fund
3Y CAGR
6.57%
expense ratio
0.99%
fund size
₹18053.77 Cr
HDFC Gilt Fund Growth
Fixed IncomeGovernment Bond
3Y CAGR
6.46%
expense ratio
0.89%
fund size
₹2939.26 Cr
HDFC Income Fund Growth
Fixed IncomeMedium to Long Duration
3Y CAGR
5.94%
expense ratio
1.39%
fund size
₹869.96 Cr
HDFC Infrastructure Fund -Direct Plan - Growth Option
EquityEquity - Infrastructure
3Y CAGR
28.86%
expense ratio
1.07%
fund size
₹2104.89 Cr
HDFC Dynamic PE Ratio Fund of Funds- Plan A Growth
AllocationFund of Funds
3Y CAGR
12.96%
expense ratio
1.00%
fund size
₹46.78 Cr
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?
