HDFC Retirement Fund - Hybrid-Equity Plan - Direct - Growth
Solution Oriented Schemes ** by HDFC Asset Management Company Limited
3Y Returns (CAGR)
7.32%
Expense Ratio
0.94%
as of 01/03/2026
AUM
₹210.24 Cr
Qtr End: Jun 26
NAV
₹41.13
as of 14/10/2026
3Y Returns (CAGR)
7.32%
Expense Ratio
0.94%
as of 01/03/2026
AUM
₹210.24 Cr
Qtr End: Jun 26
NAV
₹41.13
as of 14/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -4.48% | -16.74% | 7.37% |
| 6M | -4.36% | -8.53% | 8.67% |
| 1Y | -8.11% | -8.11% | 10.42% |
| 3Y | 23.59% | 7.32% | 9.66% |
| 5Y | 48.48% | 8.23% | 9.65% |
Scheme Details
- Launch Date
- 05/02/2016
- Fund Age
- 10.7 years
- Minimum Investment
- ₹5,000
- Fund House
- HDFC Mutual Fund
- Category
- Solution Oriented Scheme
- Sub-category
- Retirement Fund (Solution Oriented Scheme)
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