Return
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- 6M
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹1,703 Cr
Lock In Period
5 Years
Expense Ratio
2.07
Benchmark
Nifty50 Hybrid Composite Debt 65:35 Index
Exit Load
Upon completion of lock-in period: Nil
Summary
Latest details for HDFC Retirement Savings Fund - Hybrid Equity Growth include a ₹37.56 NAV as of Mar 06,2026 and returns since inception of 43.40%. Minimum investments start at SIP ₹100. The HDFC Retirement Savings Fund - Hybrid Equity Growth AUM is ₹1,703 Cr, with a lock-in of 5 Years years, expense ratio of 2.07%, and benchmark Nifty50 Hybrid Composite Debt 65:35 Index. Exit load is - Upon completion of lock-in period: Nil. In the growth review for 1M Month/Year, the fund recorded -2.80% returns, against a category average of -0.47% and a category best of 126.25%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -2.80 | -0.47 | 126.25 |
| 6M | -1.06 | 2.40 | 126.25 |
| 1Y | 8.17 | 6.67 | 126.25 |
| 3Y | 12.77 | 14.61 | 126.25 |
Portfolio Analysis
- Equity: 75.94%
- Debt: 23.17%
- Others
As on: 2026-01-31
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About Fund
HDFC Retirement Savings Fund - Hybrid Equity Growth managed by HDFC Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹1,703 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 65:35 Index while maintaining an expense ratio of 2.07. Under the expert guidance of Shobhit Mehrotra ,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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSundaram Aggressive Hybrid Fund Growth | 2 | 7933.61 CR | 2.24 |
| This FundQuant Aggressive Hybrid Fund Growth | 2 | 1957.98 CR | 2.08 |
| This FundHDFC Retirement Savings Fund - Hybrid Equity Growth | 0 | 1702.59 CR | 2.07 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4024.55 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Aggressive Hybrid Fund Growth | 9.0558 | 42.1411 |
| This FundQuant Aggressive Hybrid Fund Growth | 13.1729 | 42.9736 |
| This FundHDFC Retirement Savings Fund - Hybrid Equity Growth | 8.1703 | 43.4009 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
FAQs
HDFC Retirement Savings Fund - Hybrid Equity 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 Savings Fund - Hybrid Equity Growth is 2.07. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
HDFC Retirement Savings Fund - Hybrid Equity Growth’s fund performance is as follows:
- 1 Month : -2.80%
- 6 Months : -1.06%
- 1 Year : 8.17%
- 3 Years : 12.77%
You can invest in HDFC Retirement Savings Fund - Hybrid Equity 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 Savings Fund - Hybrid Equity Growth is ₹1,703 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in HDFC Retirement Savings Fund - Hybrid Equity Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500