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HDFC Retirement Savings Fund - Hybrid Equity Growth Return

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.150.49126.25
6M-3.052.64126.25
1Y-1.205.45126.25
3Y8.1414.44126.25

Portfolio Analysis

  • Equity: 73.04%
  • Debt: 26.01%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Ltd.5.97%
2. HDFC Bank Ltd.5.93%
3. Axis Bank Ltd.3.34%
4. Kotak Mahindra Bank Limited3.16%
5. City Union Bank Ltd.1.21%
6. Equitas Small Finance Bank Ltd0.54%

1. Tata Consultancy Services Ltd.1.89%
2. Infosys Limited1.86%
3. HCL Technologies Ltd.1.33%
4. Zensar Technologies Ltd.0.40%
5. Sonata Software Ltd.0.37%

1. Sun Pharmaceutical Industries Ltd.1.15%
2. Alkem Laboratories Ltd.1.04%
3. Cipla Ltd.0.91%
4. Gland Pharma Ltd.0.77%
5. Alembic Pharmaceuticals Limited0.64%
6. Eris Lifesciences Ltd0.44%

1. Reliance Industries Ltd.3.61%
2. Hindustan Petroleum Corp. Ltd.0.61%

1. State Bank of India3.18%

1. Power Grid Corporation of India Ltd.1.77%
2. Voltamp Transformers Ltd.0.64%
3. Kalpataru Projects International Ltd0.63%

1. Maruti Suzuki India Limited2.62%

1. Bharti Airtel Ltd.2.30%

1. Larsen and Toubro Ltd.1.93%

1. SKF India Ltd.0.73%
2. Timken India Ltd.0.43%
3. SKF India (Industrial) Limited0.39%

1. SBI Life Insurance Company Ltd.0.82%
2. HDFC Life Insurance Company Limited0.71%

1. Dr. Lal Path Labs Ltd1.33%

1. ITC LIMITED1.24%

1. Max Financial Services Ltd.1.13%

1. ICICI Lombard General Insurance Co1.08%

1. Balkrishna Industries Ltd.0.68%
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
HDFC Hybrid Equity Fund - Growth322,367 CR1.71
HDFC Retirement Savings Fund - Hybrid Equity Growth01,613 CR2.13
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth04,013 CR
Fund Name1Y3Y
This FundHDFC Hybrid Equity Fund - Growth-2.194523.4585
This FundHDFC Retirement Savings Fund - Hybrid Equity Growth-1.201826.4776
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 : 1.15%
  • 6 Months : -3.05%
  • 1 Year : -1.20%
  • 3 Years : 8.14%
Returns of HDFC Retirement Savings Fund - Hybrid Equity Growth are updated daily based on NAV of ₹ 37.882 as on Aug 05,2026. Since inception, the return has been 26.48%.

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.