- Mutual Funds
- HDFC Mutual Fund
- HDFC Retirement Savings Fund - Equity Plan Regular Growth
HDFC Retirement Savings Fund - Equity Plan Regular Plan Growth
₹ 44.77
NAV (Mar 13)
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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 | 1.78 % |
Launched 9Y ago | 2016-02-25 |
AUM in Crores | 5571.3 |
ISIN | INF179KB1MG8 |
Lock-in (days) | 1825 |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 11.9 |
Beta | 0.8 |
Sharpe Ratio | 0.9 |
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
27.93%Services
8.39%Technology
8.35%Automobile
7.16%Healthcare
6.37%
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,444 cr | ||
₹ 12,517 cr | ||
₹ 21,526 cr | ||
₹ 7,712 cr | ||
₹ 60,177 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 18.07% 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 3/13/2025 is ₹44.77 with the total AUM as of 3/14/2025 is ₹5571.31. 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.