HDFC Retirement Savings Fund Equity Plan Direct Growth

Scheme code: INF179KB1MF0 NAV value: ₹ 52.9020 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 16.67 45.93 34.90 25.46
3 year 18.59 29.39 23.85 13.97
5 year 21.21 28.96 24.88 14.42
7 year 17.06 20.73 18.97 11.99

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 34.9
3 year 7.63 16.87 13.32 23.85
5 year 12.6 19.62 15.37 24.88
7 year 10.81 15.2 13.42 18.97
10 year 9.81 13.99 12.12
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 34.9
3 year 7.94 17.89 14.14 23.85
5 year 13.28 20.23 15.93 24.88
7 year 10.62 15.28 13.42 18.97
10 year 10.08 14.47 12.61
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 34.9
3 year 9.26 19.51 15.7 23.85
5 year 14.45 21.69 17.28 24.88
7 year 11.07 15.88 13.98 18.97
10 year 10.64 15.2 13.25
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 34.9
3 year 9.84 20.48 16.73 23.85
5 year 15.2 22.82 18.38 24.88
7 year 11.31 16.28 14.37 18.97
10 year 11.16 15.89 13.85
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 34.9
10 year 4.92 20.34 12.6

Rolling return for 1 year

Average return: 34.90%
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.25 16.67 20.25 16.67 1.79 18.46 01-2024 01-2025
26.16 23.33 30.92 18.84 4.39 24.81 12-2023 12-2024
32.71 30.8 39.33 24.58 5.26 31.86 11-2023 11-2024
37.63 39.35 45.62 31.71 4.96 38.58 10-2023 10-2024
37.49 39.23 42.7 34.14 3.09 38.39 09-2023 09-2024
34.38 39.05 41.6 31.97 3.78 36.75 08-2023 08-2024
38.89 37.04 43.85 32.32 4.13 38.02 07-2023 07-2024
31.92 38.67 45.1 26.06 7.14 35.44 06-2023 06-2024
35.92 37.89 43.09 30.97 4.34 36.97 05-2023 05-2024
41.5 40.22 45.93 35.96 3.55 40.9 04-2023 04-2024
40.07 40.03 44.86 35.4 3.34 40.09 03-2023 03-2024
37.8 39.23 42.67 34.48 2.94 38.54 02-2023 02-2024

Rolling return for 3 year

Average return: 23.85%
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.85 19.17 21.85 19.17 1.34 20.51 01-2022 01-2025
22.38 21.75 23.9 20.25 1.31 22.07 12-2021 12-2024
21.04 20.53 23.02 18.59 1.58 20.8 11-2021 11-2024
21.34 21.36 23.64 19.09 1.61 21.36 10-2021 10-2024
23.95 23.8 25.5 22.28 1.14 23.88 09-2021 09-2024
23.91 24.28 26.09 22.13 1.41 24.1 08-2021 08-2024
24.74 24.26 26.2 22.82 1.21 24.51 07-2021 07-2024
22.49 24.67 26.44 20.78 2.14 23.6 06-2021 06-2024
26.07 24.15 28.25 22.04 2.3 25.13 05-2021 05-2024
27.86 26.77 29.18 25.47 1.37 27.32 04-2021 04-2024
26.51 25.5 27.93 24.1 1.4 26.01 03-2021 03-2024
27.9 25.99 29.39 24.54 1.84 26.96 02-2021 02-2024

Rolling return for 5 year

Average return: 24.88%
Min Max Min-Max Max-Min Standard Deviation Mean From To
25.21 24.21 25.21 24.21 0.5 24.71 01-2020 01-2025
25.41 25.69 26.35 24.76 0.57 25.55 12-2019 12-2024
24.81 25.59 26.03 24.37 0.65 25.2 11-2019 11-2024
26.44 26.57 27.88 25.15 0.97 26.51 10-2019 10-2024
28 27.15 28.96 26.21 1.02 27.58 09-2019 09-2024
27.19 27.71 28.53 26.38 0.78 27.45 08-2019 08-2024
26.47 25.49 27.36 24.61 1.03 25.98 07-2019 07-2024
22.76 24.38 25.12 22.03 1.23 23.57 06-2019 06-2024
23.69 23.18 24.97 21.92 1.09 23.44 05-2019 05-2024
22.49 22.64 23.25 21.89 0.48 22.57 04-2019 04-2024
22.89 22.03 23.72 21.21 0.94 22.46 03-2019 03-2024
23.54 23.53 24.4 22.67 0.61 23.54 02-2019 02-2024

Rolling return for 7 year

Average return: 18.97%
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.71 17.06 17.71 17.06 0.33 17.38 01-2018 01-2025
18.22 18.07 18.84 17.45 0.49 18.14 12-2017 12-2024
18.1 18.33 18.92 17.51 0.51 18.22 11-2017 11-2024
19.28 19.36 20.24 18.4 0.65 19.32 10-2017 10-2024
20.09 19.98 20.73 19.34 0.49 20.04 09-2017 09-2024
19.52 19.65 20.41 18.76 0.59 19.58 08-2017 08-2024
19.86 19.35 20.46 18.75 0.63 19.6 07-2017 07-2024
18.42 19.69 20.04 18.07 0.83 19.06 06-2017 06-2024
18.85 19.06 19.73 18.18 0.55 18.95 05-2017 05-2024
18.83 18.91 19.36 18.38 0.35 18.87 04-2017 04-2024
19.08 19.01 19.66 18.44 0.43 19.05 03-2017 03-2024
19.31 19.49 19.91 18.9 0.36 19.4 02-2017 02-2024