SM
Shobhit MehrotraFund Manager Since 25 Feb 2016
AllocationRetirement
HDFC Retirement Savings Fund - Equity Plan - Regular Plan
3Y Annualised
19.00%
-0.11% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.37%
-0.11% 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 12 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
PGIM India Retirement Fund Direct Payout Inc Dist cum Cap Wdrl
4.22%
2nd
PGIM India Retirement Fund Direct Growth
4.22%
3rd
PGIM India Retirement Fund Regular Payout Inc Dist cum Cap Wdrl
4.10%
4th
PGIM India Retirement Fund Regular Growth
4.10%
5th
HDFC Retirement Savings Fund - Equity Plan - Direct Plan
3.45%
7th
HDFC Retirement Savings Fund - Equity Plan - Regular Plan
3.37%
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 9 years, having been launched on 2016-02-25. HDFC Retirement Savings Fund - Equity Plan - Regular Plan has ₹5983.38 Cr worth of assets under management (AUM) as of Sat May 03 2025. The latest Net Asset Value (NAV) of HDFC Retirement Savings Fund - Equity Plan - Regular Plan as of Fri May 02 2025 is ₹48.733. The fund has an expense ratio of 1.79%, which is medium comparable to most other Allocation funds.
HDFC Retirement Savings Fund - Equity Plan - Regular Plan returns for the last 1 year are 7.59%. Since launch, it has delivered 18.82% average annual returns.
The HDFC Retirement Savings Fund - Equity Plan - Regular 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 - Regular 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 - 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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FAQs
What is the current NAV of HDFC Retirement Savings Fund - Equity Plan - Regular Plan?
What are the average returns of HDFC Retirement Savings Fund - Equity Plan - Regular Plan?
How do I invest in HDFC Retirement Savings Fund - Equity Plan - Regular Plan?
What is the expense ratio of HDFC Retirement Savings Fund - Equity Plan - Regular Plan?
What are net assets under management (AUM) of HDFC Retirement Savings Fund - Equity Plan - Regular Plan?
What is the PE and PB ratio of HDFC Retirement Savings Fund - Equity Plan - Regular Plan?
What are the top 5 holdings of HDFC Retirement Savings Fund - Equity Plan - Regular Plan?
What are the top 3 sectors that HDFC Retirement Savings Fund - Equity Plan - Regular Plan has invested in?
Who is the manager of HDFC Retirement Savings Fund - Equity Plan - Regular Plan?
What is the exit load of HDFC Retirement Savings Fund - Equity Plan - Regular Plan?
How to Redeem HDFC Retirement Savings Fund - Equity Plan - Regular Plan?
Can I invest in SIP and a Lump Sum of HDFC Retirement Savings Fund - Equity Plan - Regular Plan?
