Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹1,703 Cr
Lock In Period
5 Years
Expense Ratio
2.07
Benchmark
Nifty50 Hybrid Composite Debt 65:35 Index
Exit Load
Upon completion of lock-in period: Nil
Summary
Latest details for HDFC Retirement Savings Fund - Hybrid Equity Growth include a ₹37.592 NAV as of Mar 04,2026 and returns since inception of 45.50%. Minimum investments start at SIP ₹100. The HDFC Retirement Savings Fund - Hybrid Equity Growth AUM is ₹1,703 Cr, with a lock-in of 5 Years years, expense ratio of 2.07%, and benchmark Nifty50 Hybrid Composite Debt 65:35 Index. Exit load is - Upon completion of lock-in period: Nil. In the growth review for 1M Month/Year, the fund recorded -0.56% returns, against a category average of 0.23% and a category best of 126.25%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.56 | 0.23 | 126.25 |
| 6M | -0.22 | 2.62 | 126.25 |
| 1Y | 9.96 | 7.29 | 126.25 |
| 3Y | 13.32 | 16.13 | 126.25 |
Portfolio Analysis
- Equity: 75.94%
- Debt: 23.17%
- Others
As on: 2026-01-31
View allocation % by
About Fund
HDFC Retirement Savings Fund - Hybrid Equity Growth managed by HDFC Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹1,703 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 65:35 Index while maintaining an expense ratio of 2.07. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHDFC Childrens Fund - (Lock-in) Growth | 0 | 2109.27 CR | 2.07 |
| This FundHDFC Childrens Fund - Growth | 4 | 10361.36 CR | 1.75 |
| This FundHDFC Retirement Savings Fund - Hybrid Equity Growth | 0 | 1702.59 CR | 2.07 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4024.55 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Childrens Fund - (Lock-in) Growth | 8.719 | 44.2137 |
| This FundHDFC Childrens Fund - Growth | 8.719 | 44.2137 |
| This FundHDFC Retirement Savings Fund - Hybrid Equity Growth | 9.9617 | 45.5038 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
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 2.07. 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 : -0.56%
- 6 Months : -0.22%
- 1 Year : 9.96%
- 3 Years : 13.32%
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 ₹1,703 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.
Min Inv Amount: ₹500