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Retirement Fund

HDFC Retirement Savings Fund -Equity · Direct · Growth

HDFC Mutual Fund

NAV

₹55.2730

as of 17 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
-2.78%
3Y
+12.55%
5Y
+14.81%
Since Inception
+17.94%

SIP returns (XIRR)

1Y
-4.16%
3Y
+5.01%
5Y
+11.56%
Since Inception
+16.25%

Returns calculated from 05 February 2016 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Performance Comparison

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Fund Details

Fund HouseHDFC Mutual Fund
CategoryRetirement Fund
Launch Date05 Feb 2016
AMFI Code136094
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026

portfolio shared with HDFC Retirement Savings Fund - Equity Plan - Growth Option

Holding% NAV

Investment Objective

HDFC Retirement Savings Fund -Equity · Direct · Growth 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 · Direct · Growth is a Retirement Fund mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 10 years.

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