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HDFC Mutual Funds

HDFC Retirement Savings Fund Equity Plan (Growth)

OtherSolution Oriented

31.999

NAV (Dec 02)

13.8%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Goals

Plans that will help you to achieve your life goals across multiple time frames.?

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

31.999

NAV (Dec 2)

Fund Returns

Last 1Y

10.9%

Last 3Y

23.2%

Last 5Y

13.8%

Last 10Y

NA

Since Inception

18.8%

6 Month CAGR

13.7%

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.

Expense Ratio

2.27

Launched (6y ago)

Feb 25, 2016

AUM in Crores

2524.069

ISIN

INF179KB1MG8

Lock-in

5

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

21.6

Standard Deviation (5yr)

18.7

Beta (3yr)

0.93

Beta (5yr)

0.92

Sharpe Ratio (3yr)

0.883

Sharpe Ratio (5yr)

0.511

YTM

0

Fund Managers

Shobhit Mehrotra

Fund Manager

Srinivasan Ramamurthy

Fund Manager

Priya Ranjan

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

reverse repo

5.6%
5.6%

icici bank ltd

5.4%
5.4%

treps - tri-party repo

5.1%
5.1%

hdfc bank ltd

5%
5%

infosys ltd

4%
4%
See all holdings

Allocation by Sector

financial services

25%
25%

industrials

22.3%
22.3%

consumer cyclical

8.9%
8.9%

consumer defensive

6.5%
6.5%

technology

6.1%
6.1%
See all sectors

Compare HDFC Retirement Savings Fund Equity Plan (Growth)

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 148 cr

₹ 14 cr

₹ 11 cr

₹ 3,438 cr

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 482,534 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,120 debt and 23 hybrid funds.

amc-img

  • 1800 3010 6767/ 1800 419 7676 (Toll-free)
  • cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    HDFC Gold Fund (G)
    HDFC Gold Fund (G)

    11%

    4.7%

    5.9%

    7.8%

    3.6%

    5.8%

    6.3%

    5.8%

    5.3%

    5.3%

    HDFC Retirement Savings Fund Equity Plan (G) Review

    HDFC Retirement Savings Fund Equity Plan (G) is a Solution Oriented Other fund and has delivered an annualised return of 18.8% over a period of 6 years. The fund is managed by HDFC Asset Management Company Limited. The fund managers are Priya Ranjan, Shobhit Mehrotra, Srinivasan Ramamurthy.

    Nav of HDFC Retirement Savings Fund Equity Plan (G) as of 12/2/2022 is ₹32.00 with the total AUM as of 12/5/2022 is ₹2524.069. 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.

    Frequently Asked Questions

    What is HDFC Retirement Savings Fund Equity Plan (G)?

    HDFC Retirement Savings Fund Equity Plan (G) is a Solution Oriented Other scheme predominantly investing across Other stocks with an investment objective to generate wealth over the long term.

    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 2.27% for regular plan.