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Retirement Fundregulargrowth

HDFC Retirement Savings Fund - Equity Plan - Growth Option

HDFC Mutual Fund

₹48.1280

0.60 (+1.26%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.36%
1 Month-11.36%
3 Months-12.91%
6 Months-10.57%
1 Year-5.06%
3 Years (CAGR)+12.59%
5 Years (CAGR)+14.53%
10 Years (CAGR)+15.08%
Since Inception (Feb 2016)+16.00%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-16.79%
3 Year SIP+1.13%
5 Year SIP+8.68%
Since Inception (Feb 2016)+13.94%

Fund Details

Fund HouseHDFC Mutual Fund
CategoryRetirement Fund
Plan Typeregular
Optiongrowth
AUM₹6,941 Cr
Expense Ratio1.76%
Min SIP₹100
Min Lumpsum₹100
Launch Date26 Feb 2016
AMFI Code136090

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

HDFC Retirement Savings Fund - Equity Plan - Growth Option by HDFC Mutual Fund is a Retirement Fund fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Retirement Fund category.

About This Fund

HDFC Retirement Savings Fund - Equity Plan - Growth Option is a Retirement Fund mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 10 years. It manages assets worth ₹6,941 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.76%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Individuals planning for retirement with a systematic long-term investment approach
  • SIP investors who can benefit from rupee cost averaging during market fluctuations