HDFC Retirement Fund - Hybrid Equity Plan Regular-Growth
The fund is rated 2 stars. Investment selection within each industry was a strength, while balance between returns and downside risk provided some support. Asset mix was the main limitation and did not provide enough support for a higher rating. Higher annual fee of 2.12% was a minor drawback.
This fund has a bad track record with Asset Allocation, a good track record with Stock Selection/Timing. It is important to note, however, that this fund has a 1630.277 AUM and a 2.12 expense ratio. Considering all these factors, we have rated this fund as 2.0 star.
हमारा स्कोर दीर्घकालिक प्रदर्शन, जोखिम और निरंतरता को तौलता है — केवल पिछले रिटर्न को नहीं।
रिटर्न
21 Sep 2026 तक
जोखिम अनुपात
31 Aug 2026 तक
डेट मेट्रिक्स
पोर्टफोलियो
31 Aug 2026 तक
मार्केट-कैप विभाजन
सेक्टर आवंटन
होल्डिंग्स (79)
| होल्डिंग | फंड का % | मूल्य | शेयर |
|---|---|---|---|
| Others | 7.98% | ₹127.95 Cr | — |
| ICICI Bank Ltd. | 6.35% | ₹101.78 Cr | 7,00,000 |
| HDFC Bank Ltd. | 5.31% | ₹85.08 Cr | 12,00,000 |
| Bajaj Finance Ltd.कूपन 7.93% · रेटिंग CRISIL - AAA | 4.31% | ₹69.2 Cr | 7,000 |
| Reliance Industries Ltd. | 3.58% | ₹57.47 Cr | 4,50,000 |
| Kotak Mahindra Bank Ltd. | 3.40% | ₹54.52 Cr | 13,00,000 |
| State Bank of India | 3.30% | ₹53 Cr | 5,00,000 |
| Axis Bank Ltd. | 3.24% | ₹52 Cr | 4,00,000 |
| Maruti Suzuki India Ltd. | 2.53% | ₹40.64 Cr | 30,000 |
| Bharti Airtel Ltd. | 2.26% | ₹36.24 Cr | 2,00,000 |
फंड विवरण
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.
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.