- Mutual Funds
- HDFC Mutual Fund
- HDFC Retirement Savings Fund - Equity Plan Regular Growth
HDFC Retirement Savings Fund - Equity Plan Regular Plan Growth
₹ 48.06
NAV (May 09)
Scheme Information
The Scheme seeks to provide long-term capital appreciation / income by investing in a mix of equity and debt instruments to help investors meet their retirement goals.
Expense Ratio | 1.8 % |
Launched 9Y ago | 2016-02-25 |
AUM in Crores | 6244 |
ISIN | INF179KB1MG8 |
Lock-in (days) | 1825 |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 11.9 |
Beta | 0.8 |
Sharpe Ratio | 0.9 |
YTM | - |
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
7.73%ICICI Bank Ltd.
6.23%Others
5.57%Infosys Ltd.
3.51%Axis Bank Ltd.
3.19%
Allocation by Sector
Financial
29.8%Automobile
7.78%Technology
7.67%Energy
7.13%Services
6.84%
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 7,768 cr | ||
₹ 15,014 cr | ||
₹ 68,033 cr | ||
₹ 24,326 cr | ||
₹ 10,935 cr |
HDFC Retirement Savings Fund - Equity Plan Regular Plan Growth Review
HDFC Retirement Savings Fund - Equity Plan Regular Plan Growth is a Retirement Fund Others fund and has delivered an annualised return of 18.59% over 9 years. The fund has grown over a period of 9 years. The fund is managed by HDFC Mutual Fund. The fund managers are Dhruv Muchhal, Shobhit Mehrotra, Srinivasan Ramamurthy.
Nav of HDFC Retirement Savings Fund - Equity Plan as of 5/9/2025 is ₹48.06 with the total AUM as of 5/12/2025 is ₹6244. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Retirement Savings Fund - Equity Plan was launched on 2016-02-25. The category risk of the fund is Very High.
The minimum SIP amount for HDFC Retirement Savings Fund - Equity Plan Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.