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HDFC Retirement Savings Fund - Equity Plan Direct growth
Hybrid • Retirement • Direct growth
Insufficient fund history to generate its report card
Average credit rating
Not Rated
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Retirement
Direct growth
Launched On
25 Feb 2016
9.5 years ago
Lock-in Period
5 years
NAV
as of 01 Sep 2025
₹56.66
+0.7486% (0.50)
AUM
₹6,612 Cr
Expense ratio
0.74%
Benchmark
Nifty 500
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
Distribution
Asset split
Market capital
Equity89.39%
Cash10.61%
What's in this fund?
Sectors
Holdings
Fund House
HDFC
Inc: 01 Feb 1994 • Total AUM: ₹7,76,952 Cr • Rank #2HDFC Mutual Fund, started in 1999, has Housing Development Finance Corporation as its sponsor. The fund house is headed by Navneet Munot as the CEO. As of 31 March 2024, it has an AUM of ₹6,59,013 Cr. It functions under the holding company abrdn Investment Management Limited with a customer base of 10.2 million spread across 200 plus cities.
Fund Managers
Arun Agarwal
Experience: 20.96 yrs • Total AUM: 11,33,180 Cr
Shobhit Mehrotra
Experience: 18.00 yrs • Total AUM: 3,50,101 Cr
Srinivasan Ramamurthy
Experience: 3.71 yrs • Total AUM: 9,22,256 Cr
Dhruv Muchhal
Experience: 2.19 yrs • Total AUM: 58,97,583 Cr
Nandita Menezes
Experience: yrs • Total AUM: 11,20,637 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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