- Mutual Funds
- HDFC Mutual Funds
- HDFC Retirement Savings Fund Equity Plan (Growth)
HDFC Retirement Savings Fund Equity Plan (Growth)
₹ 40.218
NAV (Dec 05)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 40.218
NAV (Dec 5)
Fund Returns
Last 1Y | 25.3% |
Last 3Y | 27.2% |
Last 5Y | 19.7% |
Last 10Y | NA |
Since Inception | 19.6% |
6 Month CAGR | 17.5% |
Scheme Information
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.
Expense Ratio | 1.87 |
Launched (7y ago) | Feb 25, 2016 |
AUM in Crores | 3739.405 |
ISIN | INF179KB1MG8 |
Lock-in | 5 |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.2 |
Standard Deviation (5yr) | 18.1 |
Beta (3yr) | 0.82 |
Beta (5yr) | 0.92 |
Sharpe Ratio (3yr) | 1.623 |
Sharpe Ratio (5yr) | 0.786 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Retirement Savings Fund Equity Plan (Growth) | 12,06,850 | 4,74,238 | 19.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
treps - tri-party repo
10.1%hdfc bank ltd
6.7%icici bank ltd
6.1%infosys ltd
3.5%reliance industries ltd
3.2%Allocation by Sector
financial services
28.4%industrials
18.2%consumer cyclical
9.7%healthcare
8.2%technology
7.3%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 11,883 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
HDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
28% | 12.7% | ||
7.3% | 5.7% | ||
5.4% | 7.8% | ||
4.6% | 5.8% | ||
6.1% | 5.9% |
HDFC Retirement Savings Fund Equity Plan (G) Review
HDFC Retirement Savings Fund Equity Plan (G) is a Solution Oriented Equity fund and has delivered an annualised return of 19.6% over a period of 7 years. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Dhruv Muchhal, Priya Ranjan, Shobhit Mehrotra, Srinivasan Ramamurthy.
Nav of HDFC Retirement Savings Fund Equity Plan (G) as of 12/5/2023 is ₹40.22 with the total AUM as of 12/6/2023 is ₹3739.405. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Retirement Savings Fund Equity Plan (G) was launched on Feb 25, 2016. The category risk of the fund is Very High Risk.
The minimum SIP amount for HDFC Retirement Savings Fund Equity Plan (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HDFC Retirement Savings Fund Equity Plan (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.
HDFC Retirement Savings Fund Equity Plan (G) is rated as a 0 fund in Equity and delivered 25.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Retirement Savings Fund Equity Plan (G).
Frequently Asked Questions
What is HDFC Retirement Savings Fund Equity Plan (G)?
How to invest in HDFC Retirement Savings Fund Equity Plan (G)?
You can invest in HDFC Retirement Savings Fund Equity Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Retirement Savings Fund Equity Plan (G)?
The minimum sip amount for HDFC Retirement Savings Fund Equity Plan (G) is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Retirement Savings Fund Equity Plan (G) good to invest in?
As per Scripbox experts, HDFC Retirement Savings Fund Equity Plan (G) is a Not Reviewed Yet fund. You can investHDFC Retirement Savings Fund Equity Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Retirement Savings Fund Equity Plan (G)?
The expense ratio of the HDFC Retirement Savings Fund Equity Plan (G) is 1.87% for regular plan.