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  • HDFC Asset Management Company Limited
  • HDFC Retirement Savings Fund Equity Plan (Growth)
HDFC Retirement Savings Fund Equity Plan (Growth)

HDFC Retirement Savings Fund Equity Plan (Growth)

Other

Other

18.809

NAV (Nov 20)

Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

4 Years

Relative Size

1,014 Cr

Category View

Consistency Of Performance

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 years
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Scheme Information

Investment Objective

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

Low

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Moderately Low

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Moderate

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Moderately High

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High

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Moderately High risk

2.42 %

Expense Ratio

Feb 25, 2016

Launched (4y ago)

₹ 1,014

AUM in Crores

INF179KB1MG8

ISIN

5

Lock-in

IISL Nifty 500 TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Anand Laddha

Fund Manager

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Chirag Dagli

Fund Manager

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Chirag Setalvad

Fund Manager

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Shobhit Mehrotra

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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    One click investing tracking
asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-20

Top Stock Holdings

Reliance industries ltd

7.2%
7.2%

Hdfc bank ltd

6.8%
6.8%

Infosys ltd

5.1%
5.1%

Treps - tri-party repo

5.1%
5.1%

Housing development finance corp ltd

4.6%
4.6%
See all holdingsright-arrow
allocation by market cap

Allocation by Sector

Industrials

18.8%
90%

Financial services

18.2%
90%

Basic materials

11.8%
90%

Technology

11%
90%

Energy

8.4%
90%
See all sectorsright-arrow
comparison

Comparison with Other Funds

ICICI Prudential Debt Management Fund FOF (G)

ICICI Prudential Debt Management Fund FOF (G)

Fofs Domestic

17 Years

Age

0

Track Record

HDFC Gold Fund (G)

HDFC Gold Fund (G)

Fofs Domestic

9 Years

Age

0

Track Record

Nippon India Gold Savings Fund (G)

Nippon India Gold Savings Fund (G)

Fofs Domestic

9 Years

Age

0

Track Record

Kotak Gold fund (G)

Kotak Gold fund (G)

Fofs Domestic

9 Years

Age

0

Track Record

BHARAT Bond FOF April 2023 fund (G)

BHARAT Bond FOF April 2023 fund (G)

Fofs Domestic

1 Years

Age

0

Track Record

amc-icon

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 375,826 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 32 equity,105 debt and 29 hybrid funds.

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  • tel-amc-about
    1800 3010 6767/ 1800 419 7676 (Toll-free)
  • mail-amc-about
    cliser@hdfcfund.com
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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 years
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
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      Zero fees for all your investments
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    Investment Calculator

    Investment Duration5 years

    ₹ 0

    Total Investment

    ₹ 0

    Wealth Gained

    ₹ 0

    Total Corpus Created (₹)

    With assumed returns of 11.25 %
    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

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    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

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    About HDFC Retirement Savings Fund Equity Plan (G)

    About HDFC Retirement Savings Fund Equity Plan (G)

    HDFC Retirement Savings Fund Equity Plan (G) is a Other Other fund and has delivered an annualised return of 14.3% over a period of 4 years ..The fund is managed by HDFC Asset Management Company Limited.The fund managers are Anand Laddha, Chirag Dagli, Chirag Setalvad, Shobhit Mehrotra

    HDFC Retirement Savings Fund Equity Plan (G) Investment Objective

    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 However, there is no assurance that the objective of the scheme will be realized.

    HDFC Retirement Savings Fund Equity Plan (G) NAV,AUM,Risk

    The HDFC Retirement Savings Fund Equity Plan (G) fund was launched on Feb 25, 2016. The NAV (Net Asset Value) of this Other Other as of 2020-11-20 is ₹ 18.809. The total AUM (Asset Under Management) of the fund as of 2020-11-22 is ₹ 1013.585. The category risk of the HDFC Retirement Savings Fund Equity Plan (G) fund is Moderately High risk. The fund charges 2.42 % as expense ratio.

    HDFC Retirement Savings Fund Equity Plan (G) Holdings

    The fund’s highest allocation is towards equity and has invested 87.6% in this asset class. The top three holdings of the fund are power finance corporation limited,vedanta limited and l&t infrastructure finance company limited

    HDFC Retirement Savings Fund Equity Plan (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    HDFC Retirement Savings Fund Equity Plan (G) Investment volatility and Horizon

    This fund 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) Review

    HDFC Retirement Savings Fund Equity Plan (G) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, HDFC Retirement Savings Fund Equity Plan (G) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.

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