HDFC Retirement Fund - Equity Plan - Growth Option

HDFC Retirement Fund - Equity Plan - Growth Option is a scheme launched by HDFC Mutual Fund on February 26, 2016, and falls under the Retirement Funds fund category. It currently manages an AUM of Rs 7,013.69 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.87% for managing the portfolio.

• Investing Strategy:

  The investment objective of the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity and debt instruments to help investors meet their retirement goals. There is no assurance that the investment objective of the Scheme will be realized.

• Performance:

  HDFC Retirement Fund - Equity Plan - Growth Option trailing returns over different times are -3.33% (1 year), 9.8% (3 year) and 12.86% (5 year). The average annual return of this fund stands at -5.25%.