Funds similar to HDFC Retirement Fund - Hybrid Equity Plan Direct-Growth in the Hybrid: Aggressive Hybrid category include SBI Aggressive Hybrid Fund Direct Plan-Growth, ICICI Prudential Aggressive Hybrid Fund Direct-Growth, and HDFC Aggressive Hybrid Fund Direct Plan-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

On a 3-year return basis HDFC Retirement Fund - Hybrid Equity Plan Direct-Growth is ranked 38 out of 39 funds in the Hybrid: Aggressive Hybrid category as of 6 Sep 2026. On a 5-year return basis it ranks 26 out of 39. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

HDFC Retirement Fund - Hybrid Equity Plan Direct-Growth has an expense ratio of 1.10%. The peers SBI Aggressive Hybrid Fund Direct Plan-Growth has an expense ratio of 0.74% and ICICI Prudential Aggressive Hybrid Fund Direct-Growth has 1.06%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

HDFC Retirement Fund - Hybrid Equity Plan Direct-Growth has an AUM of ₹1,630.28 crore. The peers SBI Aggressive Hybrid Fund Direct Plan-Growth has an AUM of ₹88,560.6 crore and ICICI Prudential Aggressive Hybrid Fund Direct-Growth has ₹52,432.5 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

The top performing fund in the Hybrid: Aggressive Hybrid category on a 3-year basis is ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-Growth with a CAGR of 17.76% as of 6 Sep 2026. HDFC Retirement Fund - Hybrid Equity Plan Direct-Growth has delivered 7.53% CAGR over the same period, ranking 38 out of 39 funds. You can view and compare the full category ranking on sharpely.

On a risk-adjusted basis, HDFC Retirement Fund - Hybrid Equity Plan Direct-Growth has a Sharpe ratio of 0.27 compared to the Hybrid: Aggressive Hybrid average of 0.57 as of 6 Sep 2026. It ranks 42 out of 43 funds in its category on Sharpe ratio.