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)
5 years 5 months
6 years 4 months
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
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
2nd
ICICI Prudential Retirement Fund Pure Debt Plan Direct Growth
3rd
ICICI Prudential Retirement Fund Pure Debt Plan Regular Payout of Income Dist cum Cap Wdrl
4th
ICICI Prudential Retirement Fund Pure Debt Plan Regular Growth
5th
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
60th
HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan
Fund Managers
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.
- HDFC Bank Ltd: 7.00%
- ICICI Bank Ltd: 5.67%
- Reliance Industries Ltd: 2.83%
- Axis Bank Ltd: 2.73%
- Kotak Mahindra Bank Ltd: 2.43%
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 - 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. |
Similar Funds from HDFC Asset Management Co Ltd

AlternativeArbitrage Fund
3Y CAGR
6.57%
expense ratio
0.99%
fund size
₹18053.77 Cr

Fixed IncomeGovernment Bond
3Y CAGR
6.46%
expense ratio
0.89%
fund size
₹2939.26 Cr

Fixed IncomeMedium to Long Duration
3Y CAGR
5.94%
expense ratio
1.39%
fund size
₹869.96 Cr

EquityEquity - Infrastructure
3Y CAGR
28.86%
expense ratio
1.07%
fund size
₹2104.89 Cr

AllocationFund of Funds
3Y CAGR
12.96%
expense ratio
1.00%
fund size
₹46.78 Cr
FAQs
What is the current NAV of HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan?

What are the average returns of HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan?

How do I invest in HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan?

What is the expense ratio of HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan?

What are net assets under management (AUM) of HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan?

What is the PE and PB ratio of HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan?

What are the top 5 holdings of HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan?

What are the top 3 sectors that HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan has invested in?

Who is the manager of HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan?

What is the exit load of HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan?

How to Redeem HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan?

Can I invest in SIP and a Lump Sum of HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan?
