HDFC Retirement Fund - Equity Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
HDFC Retirement Fund - Equity Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹6,998 Cr
5 Years
1.89
Upon completion of lock-in period: Nil
NIfty 500 Total Return
HDFC Retirement Fund - Equity Growth Calculate Returns
You would have got

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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.53 | 0.21 | 3.08 |
| 6M | -1.44 | 4.61 | 33.43 |
| 1Y | -5.00 | 5.49 | 38.52 |
| 3Y | 7.72 | 17.59 | 151.08 |
Portfolio Analysis
- Equity: 94.13%
- Debt: 5.30%
- Others


About Fund HDFC Retirement Fund - Equity Growth
HDFC Retirement Fund - Equity Growth managed by HDFC Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹6,998 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 1.89. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| UTI Flexi Cap Fund Growth | 1 | 24,035 CR | 1.66 |
| SBI Flexicap Fund Growth | 1 | 22,896 CR | 2.07 |
| HDFC Retirement Fund - Equity Growth | 0 | 6,997 CR | 1.89 |
| Axis Multicap Fund Growth | 4 | 11,984 CR | 1.99 |
| Kotak Gold ETF Growth | 0 | 13,566 CR | 0.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Flexi Cap Fund Growth | -2.3185 | 23.6954 |
| This FundSBI Flexicap Fund Growth | -0.9626 | 23.7172 |
| This FundHDFC Retirement Fund - Equity Growth | -5.0039 | 25.0104 |
| This FundAxis Multicap Fund Growth | 10.4561 | 65.638 |
| This FundKotak Gold ETF Growth | 38.5191 | 151.0793 |
HDFC Retirement Fund - Equity Growth FAQs
- 1 Month : -3.53%
- 6 Months : -1.44%
- 1 Year : -5.00%
- 3 Years : 7.72%