SM
Shobhit MehrotraFund Manager Since 25 Feb 2016
AllocationRetirement
HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan
3Y Annualised
17.05%
0.28% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-1.68%
0.28% 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
4 years 5 months
NIFTY 50
5 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹1698.30 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
ICICI Prudential Retirement Fund Pure Debt Plan Direct Payout of Income Dist cum Cap Wdrl
0.54%
2nd
ICICI Prudential Retirement Fund Pure Debt Plan Direct Growth
0.54%
3rd
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Direct Growth
0.46%
4th
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
0.46%
5th
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Pyt of Inc Dis cum Cap Wdrl
0.46%
95th
HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan
-1.68%
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 9 years, having been launched on 2016-02-25. HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan has ₹1698.30 Cr worth of assets under management (AUM) as of Wed Jul 30 2025. The latest Net Asset Value (NAV) of HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan as of Tue Jul 29 2025 is ₹43.755. The fund has an expense ratio of 0.92%, 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 2.29%. Since launch, it has delivered 16.96% 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, Technology sectors.
Top 5 Holdings of HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan.
- HDFC Bank Ltd: 7.07%
- ICICI Bank Ltd: 5.96%
- Reliance Industries Ltd: 3.53%
- Axis Bank Ltd: 2.82%
- Kotak Mahindra Bank Ltd: 2.42%
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
What is the current NAV of HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan?
What are the average returns of HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan?
How do I invest in HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan?
What is the expense ratio of HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan?
What are net assets under management (AUM) of HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan?
What is the PE and PB ratio of HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan?
What are the top 5 holdings of HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan?
What are the top 3 sectors that HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan has invested in?
Who is the manager of HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan?
What is the exit load of HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan?
How to Redeem HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan?
Can I invest in SIP and a Lump Sum of HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan?
