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HDFC Retirement Savings Fund - Hybrid Equity Plan

Solution Oriented

About HDFC Retirement Savings Fund - Hybrid Equity Plan

An open ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier).

This is a notified Tax Savings Cum Pension Scheme which invests 60-80% of the portfolio in Equity and Equity related instruments. The fund will also invest the net assets of the Investment Plan in Debt/Money market instruments with an objective of generating long term returns and maintaining risk under control.

HDFC Retirement Savings Fund - Hybrid Equity Plan
NAV and Historical Performance

No data available

Benchmark Performance

Scheme Returns (%)
Benchmark Returns (%)#
Additional Benchmark Returns (%)##
Value of Investment of Rs 10,000
Scheme Returns (Rs.)
Benchmark (Rs.)#
Additional Benchmark (Rs.)##

^Past performance may or may not be sustained in future and is not a guarantee of any future returns. # NIFTY 50 Hybrid Composite ...Read More

Fund Managers

Portfolio Allocation & Top Holdings

As on 31 Jul 2026

Downloads

HDFC Retirement Savings Fund - Hybrid Equity Plan

SID - HDFC Retirement Savings Fund - Hybrid Equity Plan

KIM and App form - HDFC Retirement Savings Fund - Hybrid Equity Plan

SWAP Leaflet - HDFC Retirement Savings Fund - Hybrid Equity Plan (as on June, 2026).pdf

Presentation - HDFC Retirement Savings Fund - Hybrid Equity Plan

Exit Load

Upon completion of lock-in period - nil.

Product Labelling

The Risk of the scheme is very high risk

Benchmark Riskometer

The Risk of the scheme is image

Product Suitability

This product is suitable for investors who are seeking~

  • a corpus to provide for pension in the form of income to the extent of the redemption value of their holding after the age of 60 years
  • investment predominantly in equity and equity related instruments & balance in debt and money market instruments

~Investors should consult their financial advisers if in doubt about whether the product is suitable for them.