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HDFC Retirement Savings Fund-Equity Plan-Reg(G)

+20.4%
(3Y CAGR)
OthersdotRetirement FunddotVery HighdotVR Rating
ratingratingratingratingrating
VR Rating: 
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Scheme Details

NAV09 May 2025
48.1
AUM01 Apr 2025

6,244 Cr.

52 week high (NAV)26 Sep 2024
53
52 week low (NAV)03 Mar 2025
44.3
Inception date2016-02-25
Lock-in period

5 years

Minimum SIP100
Minimum Lumpsum100
Exit load info
NIL
Benchmark IndexNIFTY 500 - TRI
KEY RATIOSinfo
Alpha0.41
Beta0.83
Standard Deviation3.55%
Sharpe Ratio0.33

Asset Allocation

Peer Comparison

Name1Y ReturnVR Rating1Y Rank3Y Rank5Y RankAlphaNAV(₹)

Fund Managers

Srinivasan Ramamurthy2021-12-14 - Present
Shobhit Mehrotra
Nandita Menezes
Arun Agarwal
HDFC Retirement Savings Fund-Equity Plan-Reg(G) was launched on 2016-02-25 by HDFC Mutual Fund. It is a Misc. Funds with an AUM of 6244crore. The latest NAV is 48.06, as of 2025-05-09. The HDFC Retirement Savings Fund-Equity Plan-Reg(G) is rated as 5. The minimum SIP amount for the HDFC Retirement Savings Fund-Equity Plan-Reg(G) is 100 and the minimum lumpsum amount is 100.
personal

+91

Frequently Asked Questions

To invest a lumpsum amount in HDFC Retirement Savings Fund-Equity Plan-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select HDFC Retirement Savings Fund-Equity Plan-Reg(G) from the list, the amount to be invested & make the payment.

To start a SIP (Systematic Investment Plan) in HDFC Retirement Savings Fund-Equity Plan-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select HDFC Retirement Savings Fund-Equity Plan-Reg(G) from the list, the amount to be invested & date of deduction. Pay the first instalment towards your SIP. Set the autopay mandate to enable regular investment of future SIP instalments, directly from your bank account. And you're done. Note: Remember to keep your bank account funded with the amount for regular SIPs for your mutual fund investment in HDFC Retirement Savings Fund-Equity Plan-Reg(G).

It will take up to one trading day for the invested HDFC Retirement Savings Fund-Equity Plan-Reg(G) units to reflect in your portfolio. For example, If you have made the investment in HDFC Retirement Savings Fund-Equity Plan-Reg(G) on Monday before the cut-off time, the units will be allotted to you by Tuesday or the next working day if it is followed by a holiday. The NAV (Net Asset Value) for the units allotted will be as of the day you place your trades.

Yes, mutual funds can be bought or redeemed after market hours through the Ventura web platform or mobile application. However, the execution of these orders depends on the mutual fund's cutoff time for processing transactions.