₹ 23.97
NAV (May 02)
View Less
Investment Duration5 years
7,32,612
Total Investment2,23,626
Wealth Gained9,56,238
Total Corpus Created (₹)
With CAGR of 10.861 % in 5 years₹ 23.9723
NAV (May 2)
Last 1Y | 8.9% |
Last 3Y | 10.6% |
Last 5Y | 10.9% |
Last 10Y | - |
Since Inception | 10% |
6 Month CAGR | 2.6% |
The Scheme seeks to provide long-term capital appreciation / income by investing in a mix of equity and debt instruments to help investors meet their retirement goals.
Expense Ratio | 1.02 % |
Launched 9Y ago | 2016-02-26 |
AUM in Crores | 158.9 |
ISIN | INF179KB1MJ2 |
Lock-in (days) | 1825 |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 3.6 |
Beta | 0.5 |
Sharpe Ratio | 0.7 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
HDFC Retirement Savings Fund - Hybrid Debt Plan Direct (G) | 9,56,238 | 2,23,626 | 10.9% | |
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.
Others
12.29%Others
12.26%Tata Consultancy Services Ltd.
8.96%GOI
8.88%Mahindra Rural Housing Finance Ltd.
6.25%Financial
6.8%Energy
1.81%Capital Goods
1.75%Technology
1.43%Services
1.39%Fund Name | Fund Size | |
---|---|---|
₹ 49,131 cr | ||
₹ 4,772 cr | ||
₹ 14,724 cr | ||
₹ 13,733 cr | ||
₹ 7,713 cr |
HDFC Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
7.8% | 7.9% | ||
6.3% | 6% | ||
20.7% | 13.9% | ||
21.3% | 8.4% | ||
25.3% | 15.9% |
Investment Duration5 years
7,32,612
Total Investment2,23,626
Wealth Gained9,56,238
Total Corpus Created (₹)
With CAGR of 10.861 % in 5 yearsWhat is the expense ratio for HDFC Retirement Savings Fund - Hybrid Debt Plan Direct Plan Growth?
What is the current AUM of HDFC Retirement Savings Fund - Hybrid Debt Plan Direct Growth?
What is the latest NAV of HDFC Retirement Savings Fund - Hybrid Debt Plan Direct Growth?
What is the Riskometer rating for HDFC Retirement Savings Fund - Hybrid Debt Plan Direct Plan Growth?
Which are the top sector holdings in HDFC Retirement Savings Fund - Hybrid Debt Plan Direct Plan?
Which are the top stock holdings in HDFC Retirement Savings Fund - Hybrid Debt Plan Direct Plan?
What is the asset allocation of HDFC Retirement Savings Fund - Hybrid Debt Plan Direct Plan Growth?
What has been the performance of HDFC Retirement Savings Fund - Hybrid Debt Plan Direct Growth returns?
Does HDFC Retirement Savings Fund - Hybrid Debt Plan Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in HDFC Retirement Savings Fund - Hybrid Debt Plan Direct Plan Growth?
How to invest in HDFC Retirement Savings Fund - Hybrid Debt Plan Direct Growth?
How can I redeem my investment in HDFC Retirement Savings Fund - Hybrid Debt Plan Direct Plan?