Retirement Hybrid Funds
Goal-oriented long-term allocation designed for post-retirement corpus building.
11.28%
6
Moderate
10+ years
Top Retirement Hybrid Funds Sorted by Returns
HDFC Retirement Savings Fund - Hybrid Equity
HDFC MF
Tata Retirement Savings Fund
Tata MF
* Returns are annualized and based on historical data. Past performance does not guarantee future results. Min. SIP: ₹500.
What is a Retirement Hybrid Fund?
Retirement Hybrid funds are designed specifically for building a retirement corpus. They follow a goal-oriented allocation strategy, typically shifting from equity-heavy to debt-heavy as the target date approaches.
Key Advantages
- Purpose-built for retirement planning
- Automatic glide-path in some schemes
- Tax benefits under Section 80C (some schemes)
- Long-term wealth compounding
How It Works
These funds maintain a hybrid allocation suited for long-term wealth creation. Some offer automatic de-risking (glide path) as retirement approaches, gradually shifting from equity to debt.
Who Should Invest?
- Investors specifically saving for retirement
- Those wanting a set-and-forget retirement investment
- Young professionals starting early retirement planning
Taxation
Depends on equity allocation. Lock-in period of 5 years or till retirement (whichever is earlier) may apply.
Explore Other Hybrid Categories
Aggressive Hybrid Funds
22 funds • Avg. 14.85%
Balanced Hybrid Funds
8 funds • Avg. 10.65%
Dynamic Asset Allocation Funds
20 funds • Avg. 11.92%
Conservative Hybrid Funds
14 funds • Avg. 8.42%
Equity Savings Funds
16 funds • Avg. 9.18%
Arbitrage Funds
22 funds • Avg. 7.15%
Multi Asset Allocation Funds
18 funds • Avg. 12.35%
Hybrid Fund of Funds
6 funds • Avg. 10.45%