• Home
  • Mutual Funds
  • HDFC Retirement Savings Fund - Hybrid Equity Growth

HDFC Retirement Savings Fund - Hybrid Equity Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

HDFC Retirement Savings Fund - Hybrid Equity Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,614 Cr

Lock In Period

5 Years

Expense Ratio

2.13

Exit Load

Upon completion of lock-in period: Nil

Benchmark

Nifty50 Hybrid Composite Debt 65:35 Index

HDFC Retirement Savings Fund - Hybrid Equity Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.970.48126.42
6M-3.882.17126.42
1Y-3.414.50126.42
3Y8.5212.41126.42

Portfolio Analysis

  • Equity: 71.74%
  • Debt: 27.32%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC Bank Ltd.5.61%
2. ICICI Bank Ltd.5.52%
3. Axis Bank Ltd.3.23%
4. Kotak Mahindra Bank Limited3.14%
5. City Union Bank Ltd.1.12%
6. Equitas Small Finance Bank Ltd0.51%

1. Infosys Limited2.19%
2. Tata Consultancy Services Ltd.2.13%
3. HCL Technologies Ltd.1.49%
4. Zensar Technologies Ltd.0.47%
5. Sonata Software Ltd.0.37%

1. Reliance Industries Ltd.3.73%
2. Hindustan Petroleum Corp. Ltd.0.62%

1. Alkem Laboratories Ltd.1.04%
2. Cipla Ltd.0.88%
3. Gland Pharma Ltd.0.71%
4. Alembic Pharmaceuticals Limited0.58%
5. Eris Lifesciences Ltd0.44%

1. Power Grid Corporation of India Ltd.1.82%
2. Kalpataru Projects International Ltd0.61%
3. Voltamp Transformers Ltd.0.60%

1. State Bank of India3.03%

1. Maruti Suzuki India Limited2.47%

1. Bharti Airtel Ltd.2.30%

1. Larsen and Toubro Ltd.1.92%

1. SBI Life Insurance Company Ltd.0.86%
2. HDFC Life Insurance Company Limited0.75%

1. SKF India Ltd.0.72%
2. Timken India Ltd.0.46%
3. SKF India (Industrial) Limited0.30%

1. Dr. Lal Path Labs Ltd1.31%

1. ITC LIMITED1.26%

1. Max Financial Services Ltd.1.21%

1. ICICI Lombard General Insurance Co1.13%

1. Bajaj Auto Limited1.08%

1. Balkrishna Industries Ltd.0.69%
2. Goodyear India Ltd.0.37%

About Fund HDFC Retirement Savings Fund - Hybrid Equity Growth

HDFC Retirement Savings Fund - Hybrid Equity Growth managed by HDFC Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹1,614 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 65:35 Index while maintaining an expense ratio of 2.13. 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 NameRatingsAUMExpense Ratio
Axis Children's Fund No Lock-in - Growth0892.24 CR2.36
Tata Aggressive Hybrid Fund - Growth13792.5 CR2.22
HDFC Retirement Savings Fund - Hybrid Equity Growth01613.52 CR2.13
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth04013.79 CR
Fund Name1Y3Y
This FundAxis Children's Fund No Lock-in - Growth1.179627.2698
This FundTata Aggressive Hybrid Fund - Growth0.890227.6537
This FundHDFC Retirement Savings Fund - Hybrid Equity Growth-3.406427.8046
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

HDFC Retirement Savings Fund - Hybrid Equity Growth 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 2.13. 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 : 2.97%
  • 6 Months : -3.88%
  • 1 Year : -3.41%
  • 3 Years : 8.52%
Returns of HDFC Retirement Savings Fund - Hybrid Equity Growth are updated daily based on NAV of ₹ 37.328 as on Jul 14,2026. Since inception, the return has been 27.80%.

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 ₹1,614 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.