HDFC Retirement Fund - Hybrid Equity Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
HDFC Retirement Fund - Hybrid Equity Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹1,530 Cr
5 Years
2.13
Upon completion of lock-in period: Nil
Nifty50 Hybrid Composite Debt 65:35 Index
HDFC Retirement Fund - Hybrid Equity Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -2.32 | -1.59 | 126.25 |
| 6M | -5.29 | 0.84 | 126.25 |
| 1Y | -9.62 | 2.59 | 126.25 |
| 3Y | 5.42 | 12.17 | 126.25 |
Portfolio Analysis
- Equity: 69.97%
- Debt: 29.04%
- Others
About Fund HDFC Retirement Fund - Hybrid Equity Growth
HDFC Retirement Fund - Hybrid Equity Growth managed by HDFC Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹1,530 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| HDFC Aggressive Hybrid Fund - Growth | 3 | 21,158 CR | 1.7 |
| HDFC Retirement Fund - Hybrid Equity Growth | 0 | 1,529 CR | 2.13 |
| Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 3,856 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Aggressive Hybrid Fund - Growth | -9.6535 | 15.3621 |
| This FundHDFC Retirement Fund - Hybrid Equity Growth | -9.6201 | 17.1424 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
HDFC Retirement Fund - Hybrid Equity Growth FAQs
- 1 Month : -2.32%
- 6 Months : -5.29%
- 1 Year : -9.62%
- 3 Years : 5.42%
