SM
Shobhit MehrotraFund Manager Since 25 Feb 2016
AllocationRetirement
HDFC Retirement Fund - Equity Plan - Regular Plan
3Y Annualised
8.92%
-0.61% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-1.28%
-0.61% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
8 years 1 months
NIFTY 50
8 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹7013.69 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
1.63%
2nd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
1.63%
3rd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
1.63%
4th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl
1.51%
5th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Reinvst of Inc Dis cum Cap Wdrl
1.51%
115th
HDFC Retirement Fund - Equity Plan - Regular Plan
-1.28%
Fund Managers
CS
Chirag SetalvadFund Manager Since 25 Feb 2016
SB
Sankalp BaidFund Manager Since 22 Jan 2021
About HDFC Retirement Fund - Equity Plan - Regular Plan
HDFC Retirement Fund - Equity Plan - Regular Plan is a Allocation mutual fund scheme from HDFC Asset Management Co Ltd. This fund has been in existence for 10 years, having been launched on 2016-02-25. HDFC Retirement Fund - Equity Plan - Regular Plan has ₹7013.69 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of HDFC Retirement Fund - Equity Plan - Regular Plan as of Wed Sep 02 2026 is ₹48.666. The fund has an expense ratio of 1.89%, which is medium comparable to most other Allocation funds.
HDFC Retirement Fund - Equity Plan - Regular Plan returns for the last 1 year are -2.58%. Since launch, it has delivered 16.23% average annual returns.
The HDFC Retirement Fund - Equity Plan - Regular Plan has the majority of its money invested in Financial Services, Energy, Consumer Cyclical, Communication Services, Technology sectors.
Top 5 Holdings of HDFC Retirement Fund - Equity Plan - Regular Plan.
- ICICI Bank Ltd: 7.57%
- HDFC Bank Ltd: 6.93%
- Reliance Industries Ltd: 4.85%
- Axis Bank Ltd: 4.21%
- Kotak Mahindra Bank Ltd: 3.90%
AMC Information
| Name | HDFC Asset Management Co Ltd |
|---|---|
| Founding Date | 2016-02-25 |
| cliser@hdfcfund.com | |
| Phone | +91 22 66316333 |
| Website | www.hdfcfund.com |
| Address | HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate, |
Tax Implications of HDFC Retirement Fund - Equity Plan - Regular Plan
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
