HDFC Retirement Fund - Hybrid Debt Growth Return

  • 1M
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  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

HDFC Retirement Fund - Hybrid Debt Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹141 Cr

Lock In Period

5 Years

Expense Ratio

2.33

Exit Load

Upon completion of lock-in period: Nil

Benchmark

NIFTY 50 Hybrid Composite Debt 15:85 Index

HDFC Retirement Fund - Hybrid Debt Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.40-1.10297.26
6M-0.630.80315.31
1Y-2.153.12339.02
3Y5.398.2655.84

Portfolio Analysis

  • Equity: 43.23%
  • Debt: 46.34%
  • Others
As on: 2026-10-15
View allocation % by

1. ICICI Bank Ltd.8.37%
2. HDFC Bank Ltd.2.25%
3. Axis Bank Ltd.1.18%
4. City Union Bank Ltd.0.63%

1. Larsen and Toubro Ltd.7.24%

1. Reliance Industries Ltd.5.71%
2. Hindustan Petroleum Corp. Ltd.0.25%

1. State Bank of India1.32%

1. Kovai Medical Center & Hospital Ltd.0.63%
2. Dr. Lal Path Labs Ltd0.53%

1. Infosys Limited0.79%
2. Zensar Technologies Ltd.0.36%

1. Vishal Mega Mart Limited0.61%
2. Shoppers Stop Ltd.0.54%

1. Power Grid Corporation of India Ltd.0.53%
2. Kalpataru Projects International Ltd0.30%
3. Voltamp Transformers Ltd.0.29%

1. Bharti Airtel Ltd.1.05%
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About Fund HDFC Retirement Fund - Hybrid Debt Growth

HDFC Retirement Fund - Hybrid Debt Growth managed by HDFC Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹141 Crore. The fund benchmarks its performance against the NIFTY 50 Hybrid Composite Debt 15:85 Index while maintaining an expense ratio of 2.33. Under the expert guidance of Anupam Joshi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Anupam Joshi

Mr. Anupam holds P.G. Diploma in Business Management. He has over 5 years of experience in Portfolio Management & Dealing. In his last assignment with Principal PNB Asset Management Company, he was involved in Portfolio Management & Dealing. Prior to this he had worked with ICAP India Private Ltd as a Dealer.

HDFC Retirement Fund - Hybrid Debt Growth FAQs

HDFC Retirement Fund - Hybrid Debt Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HDFC Retirement Fund - Hybrid Debt Growth is 2.33. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HDFC Retirement Fund - Hybrid Debt Growth’s fund performance is as follows:
  • 1 Month : -0.40%
  • 6 Months : -0.63%
  • 1 Year : -2.15%
  • 3 Years : 5.39%
Returns of HDFC Retirement Fund - Hybrid Debt Growth are updated daily based on NAV of ₹ 21.3759 as on Oct 30,2026. Since inception, the return has been 17.06%.

You can invest in HDFC Retirement Fund - Hybrid Debt Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HDFC Retirement Fund - Hybrid Debt Growth is ₹141 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HDFC Retirement Fund - Hybrid Debt Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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