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
1.88
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 | -5.43 | -1.28 | 3.94 |
| 6M | 3.93 | 3.99 | 36.37 |
| 1Y | -7.06 | 4.28 | 39.64 |
| 3Y | 7.22 | 13.06 | 148.31 |
Portfolio Analysis
- Equity: 93.58%
- Debt: 5.85%
- 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 1.88. 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 | 24,163 CR | 1.67 |
| SBI Flexicap Fund Growth | 1 | 23,234 CR | 2.06 |
| HDFC Retirement Fund - Equity Growth | 0 | 6,997 CR | 1.88 |
| Kotak Gold ETF Growth | 0 | 14,989 CR | 0.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Flexi Cap Fund Growth | -2.8039 | 21.2338 |
| This FundSBI Flexicap Fund Growth | -3.0074 | 22.3524 |
| This FundHDFC Retirement Fund - Equity Growth | -7.0576 | 23.2699 |
| This FundKotak Gold ETF Growth | 27.4957 | 148.3118 |
HDFC Retirement Fund - Equity Growth FAQs
- 1 Month : -5.43%
- 6 Months : 3.93%
- 1 Year : -7.06%
- 3 Years : 7.22%
