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AllocationRetirement

HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan

3Y Annualised

13.69%

-0.10% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

-2.11%

-0.10% 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 5 months

NIFTY 50

6 years 4 months

FD

9 years 7 months

Fund info

Fund size

₹1485.44 Cr

Min. SIP amount

₹100

Min. Lumpsum amount

₹100

Exit load

0%

Not applicable

Risk Profile

Very High Risk

Fund Managers

SM
Shobhit MehrotraFund Manager Since 25 Feb 2016
CS
Chirag SetalvadFund Manager Since 25 Feb 2016
SB
Sankalp BaidFund Manager Since 22 Jan 2021

About HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan

HDFC Retirement Savings Fund - Hybrid 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 - Hybrid Equity Plan - Regular Plan has ₹1485.44 Cr worth of assets under management (AUM) as of Thu Mar 13 2025. The latest Net Asset Value (NAV) of HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan as of Wed Mar 12 2025 is ₹35.145. The fund has an expense ratio of 2.08%, which is medium comparable to most other Allocation funds.

HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan returns for the last 1 year are 3.53%. Since launch, it has delivered 14.91% average annual returns.

The HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan has the majority of its money invested in Financial Services, Energy, Consumer Cyclical, Communication Services, Technology, null sectors.

Top 5 Holdings of HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan.

  1. HDFC Bank Ltd: 7.00%
  2. ICICI Bank Ltd: 5.67%
  3. Reliance Industries Ltd: 2.83%
  4. Axis Bank Ltd: 2.73%
  5. Kotak Mahindra Bank Ltd: 2.43%

AMC Information

NameHDFC Asset Management Co Ltd
Founding Date2016-02-25
Emailcliser@hdfcfund.com
Phone+91 22 66316333
Websitewww.hdfcfund.com
AddressHDFC 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 - Regular Plan

Short Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

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₹1,000+ cr

AUM

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