SM
Shobhit MehrotraFund Manager Since 25 Feb 2016
AllocationRetirement
HDFC Retirement Savings Fund - Equity Plan - Regular Plan
3Y Annualised
14.14%
-0.87% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.29%
-0.87% 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
5 years 3 months
NIFTY 50
6 years 6 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 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
6.47%
2nd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
6.47%
3rd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
6.47%
4th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl
6.35%
5th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth
6.35%
56th
HDFC Retirement Savings Fund - Equity Plan - Regular Plan
2.29%
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 - Regular Plan
HDFC Retirement Savings Fund - Equity 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 2016-02-25. HDFC Retirement Savings Fund - Equity Plan - Regular Plan has ₹6987.38 Cr worth of assets under management (AUM) as of Tue Apr 14 2026. The latest Net Asset Value (NAV) of HDFC Retirement Savings Fund - Equity Plan - Regular Plan as of Mon Apr 13 2026 is ₹47.71. The fund has an expense ratio of 1.76%, which is medium comparable to most other Allocation funds.
HDFC Retirement Savings Fund - Equity Plan - Regular Plan returns for the last 1 year are 3.79%. Since launch, it has delivered 16.68% average annual returns.
The HDFC Retirement Savings Fund - Equity Plan - Regular 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 - Regular 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 - 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
