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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹160 Cr

Lock In Period

5 Years

Expense Ratio

2.16

Benchmark

NIFTY 50 Hybrid Composite Debt 15:85 Index

Exit Load

Upon completion of lock-in period: Nil

Summary

Latest details for HDFC Retirement Savings Fund - Hybrid Debt Growth include a ₹21.9316 NAV as of Feb 20,2026 and returns since inception of 27.88%. Minimum investments start at SIP ₹100. The HDFC Retirement Savings Fund - Hybrid Debt Growth AUM is ₹160 Cr, with a lock-in of 5 Years years, expense ratio of 2.16%, and benchmark NIFTY 50 Hybrid Composite Debt 15:85 Index. Exit load is - Upon completion of lock-in period: Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2026-01-31
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About Fund

HDFC Retirement Savings Fund - Hybrid Debt Growth managed by HDFC Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹160 Crore. The fund benchmarks its performance against the NIFTY 50 Hybrid Composite Debt 15:85 Index while maintaining an expense ratio of 2.16. 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 NameRatingsAUMExpense Ratio
This FundICICI Prudential Capital Protection Oriented Fund XIV - PlanA 1275 D-Direc Growth0524.04 CR0.86
This FundAditya Birla Sun Life Dual Advantage Fund Series - 2 Growth060.87 CR1.04
This FundHDFC Retirement Savings Fund - Hybrid Debt Growth0159.98 CR2.16
Fund Name1Y3Y
This FundICICI Prudential Capital Protection Oriented Fund XIV - PlanA 1275 D-Direc Growth3.337527.5456
This FundAditya Birla Sun Life Dual Advantage Fund Series - 2 Growth4.570627.7202
This FundHDFC Retirement Savings Fund - Hybrid Debt Growth6.861827.8796

FAQs

HDFC Retirement Savings 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 Savings Fund - Hybrid Debt Growth is 2.16. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HDFC Retirement Savings Fund - Hybrid Debt Growth’s fund performance is as follows:
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Returns of HDFC Retirement Savings Fund - Hybrid Debt Growth are updated daily based on NAV of ₹ 21.9316 as on Feb 20,2026. Since inception, the return has been 27.88%.

You can invest in HDFC Retirement Savings 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 Savings Fund - Hybrid Debt Growth is ₹160 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HDFC Retirement Savings 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.
Min Inv Amount: ₹500