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  • HDFC Retirement Savings Fund Equity Plan (Growth)
HDFC Mutual Funds

HDFC Retirement Savings Fund Equity Plan (Growth)

EquitySolution Oriented

46.379

NAV (May 24)

22.1%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Learn more

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

46.379

NAV (May 24)

Fund Returns

Last 1Y
38.8%
Last 3Y
23.9%
Last 5Y
22.1%
Last 10Y
NA
Since Inception
20.5%
6 Month CAGR
20.4%

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
1.81
Launched (8y ago)
Feb 25, 2016
AUM in Crores
5044.101
ISIN
INF179KB1MG8
Lock-in
5
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
11.4
Standard Deviation (5yr)
17.9
Beta (3yr)
0.8
Beta (5yr)
0.91
Sharpe Ratio (3yr)
1.595
Sharpe Ratio (5yr)
0.913
YTM
0
Fund Managers

Shobhit Mehrotra

Fund Manager

Srinivasan Ramamurthy

Fund Manager

Dhruv Muchhal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Retirement Savings Fund Equity Plan (Growth)70%12,88,686 5,56,07422.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-05-24

Top Stock Holdings

hdfc bank ltd

6.9%
6.9%

icici bank ltd

6.8%
6.8%

treps - tri-party repo

6.3%
6.3%

axis bank ltd

3.7%
3.7%

state bank of india

3.3%
3.3%
See all holdings

Allocation by Sector

financial services

30.9%
30.9%

industrials

15.5%
15.5%

consumer cyclical

11.6%
11.6%

healthcare

9.1%
9.1%

technology

6.9%
6.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,859 cr

₹ 22,471 cr

₹ 18,691 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 694,519 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 62 equity,190 debt and 30 hybrid funds.amc-img
phone-img1800 3010 6767/ 1800 419 7676 (Toll-free)
Fund NameScripbox Opinion
Till Date CAGR

25.8%

13.1%

12.6%

6.5%

6%

7.8%

5.2%

5.9%

6.4%

6%

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 20.5% over a period of 8 years. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Dhruv Muchhal, Shobhit Mehrotra, Srinivasan Ramamurthy.

Nav of HDFC Retirement Savings Fund Equity Plan (G) as of 5/24/2024 is ₹46.38 with the total AUM as of 5/27/2024 is ₹5044.101. 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 Nifty 500 TR INR.

HDFC Retirement Savings Fund Equity Plan (G) is rated as a 0 fund in Equity and delivered 38.8% 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)?

HDFC Retirement Savings Fund Equity Plan (G) is a Solution Oriented Equity scheme predominantly investing across Equity instruments 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 1.81% for regular plan.