HDFC Retirement Fund - Equity Plan
Retirement SolutionsVery HighOPEN-ENDED
- NAV as on 6 Nov 2026
- ₹49.76+1.37%1 day
- Return since launch
- 16.2%
- 52-week range
- ₹44.72 — ₹52.22
- AUM
- ₹6,645 Cr
HDFC Retirement Fund - Equity Plan is a Retirement Solutions equity fund from HDFC Mutual Fund with ₹6,645 Cr under management, launched in 2016. Over three years it has returned 3.0% a year, against 12.4% for its category. The expense ratio is 1.87% and the SEBI riskometer reading is Very High.
Performance
HDFC Retirement Fund - Equity Plan NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned -2.7% against +1.5% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 3.3% | +0.5 pts | 2.8% | 4.9% |
| 2Y | 1.7% | −2.6 pts | 4.2% | 4.7% |
| 3Y | 3.0% | −9.3 pts | 12.4% | 5.0% |
| 5Y | 9.4% | −1.3 pts | 10.7% | 9.7% |
| 7Y | 14.2% | +4.6 pts | 9.5% | 12.1% |
| 10Y | 14.2% | +1.9 pts | 12.3% | 11.7% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 6.8% | +2.5 pts | 4.2% | 4.6% |
| 3M | 0.3% | +1.8 pts | -1.5% | -2.3% |
| 6M | 2.0% | −0.1 pts | 2.1% | 2.4% |
| 1Y | -2.7% | −5.5 pts | 2.8% | 1.2% |
| 2Y | -0.5% | −3.4 pts | 2.9% | 2.1% |
| 3Y | 9.8% | −2.6 pts | 12.4% | 10.4% |
| 5Y | 10.7% | 0.0 pts | 10.7% | 9.1% |
| 7Y | 16.5% | +6.6 pts | 9.9% | 12.9% |
| 10Y | 14.2% | +1.9 pts | 12.3% | 11.7% |
Since launch (5 Feb 2016): 16.2%
Calendar-year returns
Category average18.3%
42.5%
8.6%
32.6%
17.8%
5.2%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 5.2% | −1.6 pts | 6.8% |
| 2024 | 17.8% | −2.0 pts | 19.8% |
| 2023 | 32.6% | +1.1 pts | 31.5% |
| 2022 | 8.6% | +4.4 pts | 4.1% |
| 2021 | 42.5% | +9.2 pts | 33.3% |
| 2020 | 18.3% | +4.8 pts | 13.5% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.87%
Expense ratio as on 4 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.55%
- Brokerage
- 0.01%
- Transaction charges
- 0.00%
- Statutory levies
- 0.31%
- Exit load
- Exit load of 1% if units are redeemed before completion of 60 years of age.
- Lock-in
- 5 years
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY 500 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | -1.14 | 2.17 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 0.86 | 0.98 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.24 | 0.46 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.30 | 0.63 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 13.58 | 15.81 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
HDFC Retirement Fund - Equity Plan portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity94.2%
- Other5.8%
Market cap split
- Large67.5%
- Mid10.5%
- Small22.0%
- P/E
- 19.90
- P/B
- 2.74
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 7.36% | ₹489 Cr | +7.45% | +6.38% | +6.44% |
| HDFC Bank Ltd. | Financial | 6.93% | ₹461 Cr | +7.47% | +7.04% | +8.52% |
| Others | Others | 5.16% | ₹341 Cr | +0.20% | -0.64% | -0.04% |
| Reliance Industries Ltd. | Energy | 4.64% | ₹309 Cr | +4.73% | +4.74% | +4.08% |
| Axis Bank Ltd. | Financial | 4.43% | ₹294 Cr | +4.73% | +4.47% | +4.06% |
| Kotak Mahindra Bank Ltd. | Financial | 4.39% | ₹292 Cr | +4.02% | +3.51% | +2.98% |
| State Bank of India | Financial | 2.89% | ₹192 Cr | +3.01% | +3.14% | +2.61% |
| Maruti Suzuki India Ltd. | Automobile | 2.85% | ₹190 Cr | +3.27% | +3.13% | +3.59% |
| Bharti Airtel Ltd. | Communication | 2.64% | ₹176 Cr | +2.71% | +2.86% | +3.09% |
| Larsen & Toubro Ltd. | Construction | 2.26% | ₹150 Cr | +2.43% | +2.25% | +2.05% |
| Infosys Ltd. | Technology | 2.24% | ₹149 Cr | +2.34% | +3.21% | +3.23% |
| Tata Consultancy Services Ltd. | Technology | 2.16% | ₹144 Cr | +2.08% | +2.65% | +2.59% |
| Dr. Lal Pathlabs Ltd. | Healthcare | 2.09% | ₹139 Cr | +1.69% | +1.47% | +1.47% |
| Interglobe Aviation Ltd. | Services | 1.88% | ₹125 Cr | +1.53% | +0.82% | +1.84% |
| HCL Technologies Ltd. | Technology | 1.85% | ₹123 Cr | +1.57% | +2.15% | +2.07% |
| Power Grid Corporation Of India Ltd. | Energy | 1.76% | ₹117 Cr | +1.89% | +2.37% | +1.67% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | 1.68% | ₹111 Cr | +1.53% | +1.37% | +1.41% |
| Eicher Motors Ltd. | Automobile | 1.61% | ₹107 Cr | +1.55% | +1.58% | +1.57% |
| Eternal Ltd. | Services | 1.44% | ₹96.00 Cr | +1.16% | — | — |
| ITC Ltd. | Consumer Staples | 1.30% | ₹86.71 Cr | +1.39% | +1.52% | +1.98% |
| Alkem Laboratories Ltd. | Healthcare | 1.24% | ₹82.62 Cr | +1.30% | +1.36% | +1.09% |
| Max Financial Services Ltd. | Financial | 1.24% | ₹82.40 Cr | +1.39% | +1.20% | +1.18% |
| United Spirits Ltd. | Consumer Staples | 1.22% | ₹81.24 Cr | +0.99% | +0.98% | +0.99% |
| NTPC Ltd. | Energy | 1.21% | ₹80.69 Cr | +1.31% | +1.49% | — |
| Jindal Steel Ltd. | Metals & Mining | 1.20% | ₹79.44 Cr | +1.09% | +1.25% | +1.11% |
| HDFC Life Insurance Co Ltd. | Insurance | 1.18% | ₹78.18 Cr | +1.18% | +1.04% | +1.24% |
| Divi's Laboratories Ltd. | Healthcare | 1.12% | ₹74.33 Cr | +0.77% | +0.48% | — |
| Havells India Ltd. | Capital Goods | 1.07% | ₹71.12 Cr | +1.19% | +1.34% | +1.35% |
| CreditAccess Grameen Ltd. | Financial | 1.05% | ₹69.96 Cr | +1.20% | +1.02% | +1.05% |
| Chalet Hotels Ltd. | Services | 1.02% | ₹67.62 Cr | +0.72% | +0.68% | — |
| Delhivery Ltd. | Services | 0.99% | ₹65.55 Cr | +1.11% | +1.07% | +1.08% |
| Bajaj Auto Ltd. | Automobile | 0.98% | ₹65.24 Cr | +1.07% | +1.76% | +1.75% |
| Tata Steel Ltd. | Metals & Mining | 0.97% | ₹64.51 Cr | +0.96% | +1.08% | +1.01% |
| HDFC Nifty 50 ETF-IDCW | Unclassified | 0.93% | ₹61.91 Cr | +0.95% | +0.97% | — |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 0.92% | ₹61.24 Cr | +0.95% | +0.89% | +0.83% |
| Hyundai Motor India Ltd. | Automobile | 0.92% | ₹60.93 Cr | +0.70% | +0.71% | — |
| PVR Inox Ltd. | Services | 0.92% | ₹60.94 Cr | +0.70% | +0.66% | +0.44% |
| Redington Ltd. | Services | 0.92% | ₹61.05 Cr | +0.73% | +0.58% | +0.76% |
| Hindustan Petroleum Corporation Ltd. | Energy | 0.90% | ₹59.56 Cr | +0.98% | +0.91% | +1.19% |
| Transport Corporation Of India Ltd. | Services | 0.89% | ₹59.28 Cr | +0.92% | +1.01% | +1.20% |
| Crisil Ltd. | Services | 0.87% | ₹57.86 Cr | +0.78% | +0.78% | +0.53% |
| Kalpataru Projects International Ltd. | Capital Goods | 0.83% | ₹55.22 Cr | +0.80% | +0.74% | +0.82% |
| Balkrishna Industries Ltd. | Automobile | 0.80% | ₹52.93 Cr | +0.80% | +0.84% | — |
| Voltamp Transformers Ltd. | Capital Goods | 0.79% | ₹52.50 Cr | +0.91% | +0.91% | +0.70% |
| Cipla Ltd. | Healthcare | 0.76% | ₹50.48 Cr | +0.80% | +0.88% | +2.25% |
| Gland Pharma Ltd. | Healthcare | 0.76% | ₹50.74 Cr | +0.64% | +0.95% | +1.04% |
| JSW Dulux Ltd. | Materials | 0.72% | ₹47.90 Cr | +0.71% | +0.68% | +0.62% |
| Blue Dart Express Ltd. | Services | 0.70% | ₹46.29 Cr | +0.71% | +0.76% | +0.64% |
| Godrej Consumer Products Ltd. | Consumer Staples | 0.70% | ₹46.75 Cr | +0.81% | +0.58% | +0.82% |
| Lupin Ltd. | Healthcare | 0.69% | ₹45.68 Cr | +0.97% | +1.67% | +1.28% |
| Prestige Estates Projects Ltd. | Construction | 0.67% | ₹44.46 Cr | +0.69% | +0.27% | +0.34% |
| GNA Axles Ltd. | Automobile | 0.61% | ₹40.39 Cr | +0.44% | +0.39% | +0.31% |
| Embassy Office Parks REIT | Construction | 0.60% | ₹39.67 Cr | +0.59% | +0.62% | +0.82% |
| Star Health and Allied Insurance Company Ltd. | Insurance | 0.60% | ₹40.10 Cr | +0.65% | +0.55% | +0.50% |
| Timken India Ltd. | Capital Goods | 0.57% | ₹38.03 Cr | +0.62% | +0.63% | +0.31% |
| Gateway Distriparks Ltd. | Services | 0.55% | ₹36.43 Cr | +0.59% | +0.57% | +0.64% |
| Chambal Fertilisers and Chemicals Ltd. | Chemicals | 0.52% | ₹34.79 Cr | +0.58% | +0.58% | +0.61% |
| Zensar Technologies Ltd. | Technology | 0.51% | ₹33.77 Cr | +0.50% | +0.66% | — |
| VRL Logistics Ltd. | Services | 0.48% | ₹32.16 Cr | +0.39% | +0.42% | +0.46% |
| SKF India (Industrial) Ltd. | Capital Goods | 0.47% | ₹31.00 Cr | +0.47% | +0.37% | — |
| Greenply Industries Ltd. | Materials | 0.45% | ₹30.00 Cr | +0.54% | +0.36% | +0.56% |
| Equitas Small Finance Bank Ltd. | Financial | 0.41% | ₹27.57 Cr | +0.44% | +0.33% | +0.34% |
| Gujarat Energy Ltd. | Energy | 0.41% | ₹27.41 Cr | +0.55% | — | — |
| Finolex Industries Ltd. | Materials | 0.40% | ₹26.36 Cr | +0.46% | +0.43% | +0.49% |
| The Anup Engineering Ltd. | Capital Goods | 0.38% | ₹25.36 Cr | +0.55% | +0.51% | +0.70% |
| PB Fintech Ltd. | Services | 0.36% | ₹23.94 Cr | — | — | — |
| Tamil Nadu Newsprint & Papers Ltd. | Consumer Staples | 0.36% | ₹24.10 Cr | +0.34% | +0.31% | +0.38% |
| Elevate Campuses Ltd. | Construction | 0.34% | ₹22.30 Cr | — | — | — |
| The Great Eastern Shipping Company Ltd. | Energy | 0.32% | ₹21.50 Cr | +0.43% | +0.57% | +0.45% |
| Bajaj Electricals Ltd. | Consumer Discretionary | 0.29% | ₹19.35 Cr | +0.33% | +0.38% | +0.57% |
| Symphony Ltd. | Consumer Discretionary | 0.24% | ₹15.68 Cr | +0.32% | +0.35% | +0.43% |
| PNC Infratech Ltd. | Construction | 0.16% | ₹10.46 Cr | +0.34% | +0.26% | +0.44% |
| Moneyview Ltd. | Financial | 0.15% | ₹10.00 Cr | — | — | — |
| GSPL Transmission Ltd. | Energy | 0.08% | ₹5.01 Cr | — | — | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| The Ramco Cements Ltd. | 0.69% | 0.00% | -0.69% |
| Elevate Campuses Ltd. | 0.00% | 0.34% | +0.34% |
| HDFC Bank Ltd. | 6.59% | 6.93% | +0.34% |
| ICICI Bank Ltd. | 7.69% | 7.36% | -0.33% |
| Chalet Hotels Ltd. | 0.78% | 1.02% | +0.24% |
| PB Fintech Ltd. | 0.60% | 0.36% | -0.24% |
| Tata Consultancy Services Ltd. | 2.40% | 2.16% | -0.24% |
| Maruti Suzuki India Ltd. | 3.07% | 2.85% | -0.22% |
| Infosys Ltd. | 2.43% | 2.24% | -0.19% |
| Kotak Mahindra Bank Ltd. | 4.20% | 4.39% | +0.19% |
| Havells India Ltd. | 1.24% | 1.07% | -0.17% |
| United Spirits Ltd. | 1.06% | 1.22% | +0.16% |
| Redington Ltd. | 0.77% | 0.92% | +0.15% |
| Moneyview Ltd. | 0.00% | 0.15% | +0.15% |
| Dr. Lal Pathlabs Ltd. | 1.94% | 2.09% | +0.15% |
| State Bank of India | 3.03% | 2.89% | -0.14% |
| Max Financial Services Ltd. | 1.35% | 1.24% | -0.11% |
| ICICI Lombard General Insurance Company Ltd. | 1.57% | 1.68% | +0.11% |
| Reliance Industries Ltd. | 4.74% | 4.64% | -0.10% |
| ITC Ltd. | 1.20% | 1.30% | +0.10% |
| GNA Axles Ltd. | 0.52% | 0.61% | +0.09% |
| Eicher Motors Ltd. | 1.70% | 1.61% | -0.09% |
| Power Grid Corporation Of India Ltd. | 1.69% | 1.76% | +0.07% |
| Bajaj Auto Ltd. | 1.04% | 0.98% | -0.06% |
| PVR Inox Ltd. | 0.86% | 0.92% | +0.06% |
| The Great Eastern Shipping Company Ltd. | 0.26% | 0.32% | +0.06% |
| Bharti Airtel Ltd. | 2.59% | 2.64% | +0.05% |
| Larsen & Toubro Ltd. | 2.31% | 2.26% | -0.05% |
| Delhivery Ltd. | 1.04% | 0.99% | -0.05% |
| Transport Corporation Of India Ltd. | 0.84% | 0.89% | +0.05% |
| PNC Infratech Ltd. | 0.21% | 0.16% | -0.05% |
| Tata Steel Ltd. | 0.92% | 0.97% | +0.05% |
| Divi's Laboratories Ltd. | 1.08% | 1.12% | +0.04% |
| Gland Pharma Ltd. | 0.72% | 0.76% | +0.04% |
| Greenply Industries Ltd. | 0.41% | 0.45% | +0.04% |
| NTPC Ltd. | 1.17% | 1.21% | +0.04% |
| Tamil Nadu Newsprint & Papers Ltd. | 0.32% | 0.36% | +0.04% |
| JSW Dulux Ltd. | 0.68% | 0.72% | +0.04% |
| Axis Bank Ltd. | 4.46% | 4.43% | -0.03% |
| Crisil Ltd. | 0.90% | 0.87% | -0.03% |
| Embassy Office Parks REIT | 0.57% | 0.60% | +0.03% |
| Eternal Ltd. | 1.41% | 1.44% | +0.03% |
| The Anup Engineering Ltd. | 0.41% | 0.38% | -0.03% |
| Apollo Hospitals Enterprise Ltd. | 0.95% | 0.92% | -0.03% |
| Hyundai Motor India Ltd. | 0.95% | 0.92% | -0.03% |
| Kalpataru Projects International Ltd. | 0.80% | 0.83% | +0.03% |
| Prestige Estates Projects Ltd. | 0.70% | 0.67% | -0.03% |
| HCL Technologies Ltd. | 1.88% | 1.85% | -0.03% |
| Alkem Laboratories Ltd. | 1.22% | 1.24% | +0.02% |
| Chambal Fertilisers and Chemicals Ltd. | 0.50% | 0.52% | +0.02% |
| CreditAccess Grameen Ltd. | 1.07% | 1.05% | -0.02% |
| HDFC Life Insurance Co Ltd. | 1.16% | 1.18% | +0.02% |
| Zensar Technologies Ltd. | 0.53% | 0.51% | -0.02% |
| Others | -0.01% | -0.03% | -0.02% |
| Timken India Ltd. | 0.55% | 0.57% | +0.02% |
| Bajaj Electricals Ltd. | 0.30% | 0.29% | -0.01% |
| Balkrishna Industries Ltd. | 0.81% | 0.80% | -0.01% |
| Equitas Small Finance Bank Ltd. | 0.42% | 0.41% | -0.01% |
| Gateway Distriparks Ltd. | 0.54% | 0.55% | +0.01% |
| Godrej Consumer Products Ltd. | 0.71% | 0.70% | -0.01% |
| Hindustan Petroleum Corporation Ltd. | 0.89% | 0.90% | +0.01% |
| Jindal Steel Ltd. | 1.19% | 1.20% | +0.01% |
| Lupin Ltd. | 0.70% | 0.69% | -0.01% |
| SKF India (Industrial) Ltd. | 0.48% | 0.47% | -0.01% |
| Star Health and Allied Insurance Company Ltd. | 0.61% | 0.60% | -0.01% |
| VRL Logistics Ltd. | 0.49% | 0.48% | -0.01% |
| Voltamp Transformers Ltd. | 0.78% | 0.79% | +0.01% |
| Symphony Ltd. | 0.23% | 0.24% | +0.01% |
| Finolex Industries Ltd. | 0.41% | 0.40% | -0.01% |
| HDFC Nifty 50 ETF-IDCW | 0.94% | 0.93% | -0.01% |
| Interglobe Aviation Ltd. | 1.87% | 1.88% | +0.01% |
| Blue Dart Express Ltd. | 0.70% | 0.70% | 0.00% |
| Cipla Ltd. | 0.76% | 0.76% | 0.00% |
| GSPL Transmission Ltd. | 0.08% | 0.08% | 0.00% |
| Gujarat Energy Ltd. | 0.41% | 0.41% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹1,564 Cr | 2.37% | 6.9% | 7.5% | 12.2% |
 Nippon India Retirement Fund - Wealth Creation Scheme | ₹2,939 Cr | 2.23% | 1.8% | 3.0% | 9.1% |
 ICICI Prudential Retirement Fund - Pure Equity Plan | ₹2,106 Cr | 2.13% | 3.7% | 9.4% | 15.6% |
 Tata Retirement Savings Progressive Plan | ₹2,104 Cr | 2.20% | 9.0% | 6.4% | 10.4% |
 Aditya Birla Sun Life Retirement Fund - The 30s Plan | ₹465 Cr | 2.62% | 14.7% | 12.2% | 13.5% |
 Union Retirement Fund | ₹207 Cr | 2.67% | 5.3% | 6.5% | — |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The Scheme seeks to provide long-term capital appreciation / income by investing in a mix of equity and debt instruments to help investors meet their retirement goals.
Fund managers
- Amar KalkundrikarMr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.Prior to joining HDFC Asset Management Company Limited, he has worked with Nippon India Mutual Fund, and HDFC AMC. He worked with multiple roles at HDFC MF.
- Anupam JoshiMr. Joshi is a PGDM in Business Management.Prior to joining HDFC Mutual Fund he has worked with IDFC AMC, Principal Asset Management Company and ICAP India Pvt. Ltd.
- Arun AgarwalMr. Agarwal is a B.Com. and Chartered AccountantPrior to joining HDFC Asset Management Company Limited, he has worked with SBI Funds Management Pvt. Ltd., ICICI Bank Limited, UTI Asset Management Pvt. Ltd.
- Chirag SetalvadMr. Setalvad is a B. Sc and MBA from University of North Carolina.Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
- Nandita MenezesCA (ICAI, INDIA), B.Com (University of Mumbai)Prior to joining HDFC AMC, she was associated with S.V. Ghatalia & Associates LLP.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months2.04% absolute | ₹60,000 | ₹61,224 | 2.04% | |
| 1 year−2.71% annualised | ₹1,20,000 | ₹1,18,253 | −1.46% | |
| 3 years9.76% annualised | ₹3,60,000 | ₹4,19,683 | 16.58% | |
| 5 years10.71% annualised | ₹6,00,000 | ₹7,96,117 | 32.69% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of HDFC Retirement Fund - Equity Plan?
The NAV of HDFC Retirement Fund - Equity Plan is ₹49.76 as on 6 Nov 2026.
What is the expense ratio of HDFC Retirement Fund - Equity Plan?
The expense ratio of HDFC Retirement Fund - Equity Plan is 1.87% per year.
What is the minimum SIP amount for HDFC Retirement Fund - Equity Plan?
You can start a SIP in HDFC Retirement Fund - Equity Plan with ₹3,000 a month.
What returns has HDFC Retirement Fund - Equity Plan given?
HDFC Retirement Fund - Equity Plan has returned 3.3% over 1 year, 3.0% over 3 years and 9.4% over 5 years (annualised).
Is there a lock-in or exit load on HDFC Retirement Fund - Equity Plan?
Lock-in: 5 years. Exit load: Exit load of 1% if units are redeemed before completion of 60 years of age..
How risky is HDFC Retirement Fund - Equity Plan?
HDFC Retirement Fund - Equity Plan is rated Very High on the SEBI riskometer and belongs to the Retirement Solutions category.
Which fund house manages HDFC Retirement Fund - Equity Plan?
HDFC Retirement Fund - Equity Plan is managed by HDFC Mutual Fund, which runs 86 schemes with ₹9,96,954 Cr under management.