HDFC Retirement Savings Fund - Equity Plan - Direct - Growth
Solution Oriented Scheme by HDFC Asset Management Company Limited
3Y Returns (CAGR)
10.82%
Expense Ratio
0.78%
as of 01/03/2026
AUM
₹1,383.22 Cr
Qtr End: Mar 26
NAV
₹55.975
as of 17/07/2026
3Y Returns (CAGR)
10.82%
Expense Ratio
0.78%
as of 01/03/2026
AUM
₹1,383.22 Cr
Qtr End: Mar 26
NAV
₹55.975
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -0.30% | -1.19% | 12.06% |
| 6M | -3.82% | -7.50% | 16.34% |
| 1Y | -3.38% | -3.38% | 12.65% |
| 3Y | 36.11% | 10.82% | 12.34% |
| 5Y | 88.11% | 13.47% | 12.64% |
Scheme Details
- Launch Date
- 05/02/2016
- Fund Age
- 10.4 years
- Minimum Investment
- ₹5,000
- Fund House
- HDFC Mutual Fund
- Category
- Solution Oriented Scheme
- Sub-category
- Retirement Fund (Solution Oriented Scheme)
Similar Funds
Top funds in the same category and sub-category.
ICICI Prudential Retirement Fund Pure Equity Plan - Direct - Growth
3Y CAGR21.90%
TER0.88%
AUM₹316.87 Cr
ICICI Prudential Retirement Fund Hybrid Aggressive Plan - Direct - Growth
3Y CAGR19.15%
TER1.05%
AUM₹61.4 Cr
Aditya Birla Sun Life Retirement Fund-The 30s Plan - Direct - Growth
3Y CAGR16.42%
TER1.14%
AUM₹24.64 Cr
ICICI Prudential Retirement Fund Hybrid Conservative Plan - Direct - Growth
3Y CAGR10.75%
TER1.04%
AUM₹10.58 Cr
Union Retirement Fund - Direct - Growth
3Y CAGR15.01%
TER1.41%
AUM₹7.27 Cr
Aditya Birla Sun Life Retirement Fund-The 50s Plan - Direct - Growth
3Y CAGR8.48%
TER0.63%
AUM₹8.19 Cr
Baroda BNP Paribas Retirement Fund - Direct - Growth
3Y CAGR-
TER1.25%
AUM₹11.52 Cr