SM
Shobhit MehrotraFund Manager Since 25 Feb 2016
AllocationRetirement
HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan
3Y Annualised
12.35%
-1.49% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-7.87%
-1.49% 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 11 months
NIFTY 50
6 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹1704.07 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0%
Not applicable
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
-0.64%
2nd
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
-0.64%
3rd
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Pyt of Inc Dis cum Cap Wdrl
-0.64%
4th
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Regular Pyt of Inc Dis cum Cap Wdrl
-0.73%
5th
Aditya Birla Sun Life Retirement Fund - The 50s Pls -Dbt Pln Regular Reinvst of Inc Dis cum Cap Wdrl
-0.73%
87th
HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan
-7.87%
Fund Managers
CS
Chirag SetalvadFund Manager Since 25 Feb 2016
SB
Sankalp BaidFund Manager Since 22 Jan 2021
About HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan
HDFC Retirement Savings Fund - Hybrid 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 - Hybrid Equity Plan - Direct Plan has ₹1704.07 Cr worth of assets under management (AUM) as of Sun Mar 29 2026. The latest Net Asset Value (NAV) of HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan as of Fri Mar 27 2026 is ₹40.592. The fund has an expense ratio of 0.94%, which is medium comparable to most other Allocation funds.
HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan returns for the last 1 year are -1.62%. Since launch, it has delivered 14.91% average annual returns.
The HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan has the majority of its money invested in Financial Services, null, Energy, Consumer Cyclical, Technology sectors.
Top 5 Holdings of HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan.
- HDFC Bank Ltd: 6.25%
- ICICI Bank Ltd: 5.66%
- Bajaj Finance Limited: 4.18%
- State Bank of India: 3.53%
- Reliance Industries Ltd: 3.27%
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 - Hybrid 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
Alternative StrategiesArbitrage Fund
3Y CAGR
7.07%
expense ratio
0.92%
fund size
₹24767.98 Cr
HDFC Gilt Fund Growth
Fixed IncomeGovernment Bond
3Y CAGR
5.93%
expense ratio
0.93%
fund size
₹2710.92 Cr
HDFC Income Fund Growth
Fixed IncomeMedium to Long Duration
3Y CAGR
6.16%
expense ratio
1.44%
fund size
₹855.99 Cr
HDFC Infrastructure Fund -Direct Plan - Growth Option
EquityEquity - Infrastructure
3Y CAGR
24.92%
expense ratio
1.15%
fund size
₹2417.41 Cr
HDFC Income Plus Arbitrage Active FOF Growth
AllocationFund of Funds
3Y CAGR
12.62%
expense ratio
0.33%
fund size
₹2345.55 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
