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HDFC Retirement Savings Fund - Hybrid Equity Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹1,592 Cr

Lock In Period

5 Years

Expense Ratio

2.08

Exit Load

Upon completion of lock-in period: Nil

Benchmark

Nifty50 Hybrid Composite Debt 65:35 Index

Summary

HDFC Retirement Savings Fund - Hybrid Equity Growth NAV is ₹37.025 as of 27 Jun, 2026. HDFC Retirement Savings Fund - Hybrid Equity Growth has delivered 29.52% returns since its launch. The minimum SIP investment amount in HDFC Retirement Savings Fund - Hybrid Equity Growth is ₹100. The AUM of HDFC Retirement Savings Fund - Hybrid Equity Growth is ₹1,592 Cr. The expense ratio of the fund is 2.08%, and its benchmark is Nifty50 Hybrid Composite Debt 65:35 Index. The current exit load of the fund is Upon completion of lock-in period: Nil. In the last 1M months, HDFC Retirement Savings Fund - Hybrid Equity Growth has delivered 2.72% returns.

HDFC Retirement Savings Fund - Hybrid Equity Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.720.78126.25
6M-4.972.13126.25
1Y-3.514.89126.25
3Y9.0014.60126.25

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 ₹1,592 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 65:35 Index while maintaining an expense ratio of 2.08. 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 Compulsory Lock-in - Growth0872.88 CR2.28
PGIM India Aggressive Hybrid Equity Fund Growth0201.84 CR2.38
HDFC Retirement Savings Fund - Hybrid Equity Growth01592.15 CR2.08
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03937.15 CR
Fund Name1Y3Y
This FundAxis Children's Fund Compulsory Lock-in - Growth0.54927.2348
This FundPGIM India Aggressive Hybrid Equity Fund Growth0.866628.4677
This FundHDFC Retirement Savings Fund - Hybrid Equity Growth-3.505129.5173
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 2.08. 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 : 2.72%
  • 6 Months : -4.97%
  • 1 Year : -3.51%
  • 3 Years : 9.00%
Returns of HDFC Retirement Savings Fund - Hybrid Equity Growth are updated daily based on NAV of ₹ 37.025 as on Jun 19,2026. Since inception, the return has been 29.52%.

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 ₹1,592 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.