HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan
3Y Annualised
19.79%
-0.35% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.90%
-0.35% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
3 years 10 months
4 years 1 months
9 years 7 months
Fund info
Fund size
₹1657.34 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0%
Not applicable
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Retirement Fund Pure Equity Plan Direct Growth
2nd
ICICI Prudential Retirement Fund Pure Equity Plan Direct Payout of Income Dist cum Cap Wdrl
3rd
ICICI Prudential Retirement Fund Pure Equity Plan Regular Payout of Income Dist cum Cap Wdrl
4th
ICICI Prudential Retirement Fund Pure Equity Plan Regular Growth
5th
ICICI Prudential Retirement Fund Hybrid Aggressive Plan Direct Payout of Income Dist cum Cap Wdrl
56th
HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan
Fund Managers
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 9 years, having been launched on 2016-02-25. HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan has ₹1657.34 Cr worth of assets under management (AUM) as of Fri Jul 04 2025. The latest Net Asset Value (NAV) of HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan as of Thu Jul 03 2025 is ₹44.361. The fund has an expense ratio of 0.9%, 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 6.58%. Since launch, it has delivered 17.28% average annual returns.
The HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan has the majority of its money invested in Financial Services, Energy, Communication Services, Consumer Cyclical, Industrials, Technology sectors.
Top 5 Holdings of HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan.
- HDFC Bank Ltd: 7.04%
- ICICI Bank Ltd: 6.11%
- Reliance Industries Ltd: 3.43%
- Axis Bank Ltd: 2.88%
- State Bank of India: 2.45%
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. |
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FAQs
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