HDFC Mutual Funds

HDFC Retirement Savings Fund - Hybrid Debt Plan Direct Plan Growth

₹ 23.97

NAV (May 02)

10.861%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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HDFC Retirement Savings Fund - Hybrid Debt Plan Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

2,23,626

Wealth Gained

9,56,238

Total Corpus Created (₹)

With CAGR of 10.861 % in 5 years

Historical NAV

₹ 23.9723

NAV (May 2)

Fund Returns

Last 1Y
8.9%
Last 3Y
10.6%
Last 5Y
10.9%
Last 10Y
-
Since Inception
10%
6 Month CAGR
2.6%

Scheme Information

Investment Objective

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
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Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Retirement Savings Fund - Hybrid Debt Plan Direct (G)70%9,56,238 2,23,62610.9%
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

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Others

12.29%
12.29%

Others

12.26%
12.26%

Tata Consultancy Services Ltd.

8.96%
8.96%

GOI

8.88%
8.88%

Mahindra Rural Housing Finance Ltd.

6.25%
6.25%
See all holdings
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Allocation by Sector

Financial

6.8%
6.79597%

Energy

1.81%
1.811697%

Capital Goods

1.75%
1.754407%

Technology

1.43%
1.430827%

Services

1.39%
1.394541%
See all sectors
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comparison

Comparison with Others Funds

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About the AMC

HDFC Mutual Fund

HDFC Asset Management Company was started in the year 1999. Initially it was setup as a joint venture between HDFC and Standard Life Investment Limited (SLI) but subsequently thereafter in August 2018 it carried out its first public offering and became a puclic listed company. The Compnay presently has about 210 branches countrywide and about 70 thousand empaneled distribution networks.amc-img
Fund NameScripbox Opinion
Till Date CAGR

7.8%

7.9%

6.3%

6%

20.7%

13.9%

21.3%

8.4%

25.3%

15.9%

HDFC Retirement Savings Fund - Hybrid Debt Plan Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

2,23,626

Wealth Gained

9,56,238

Total Corpus Created (₹)

With CAGR of 10.861 % in 5 years

Frequently Asked Questions

What 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?

HDFC Retirement Savings Fund - Hybrid Debt Plan Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

2,23,626

Wealth Gained

9,56,238

Total Corpus Created (₹)

With CAGR of 10.861 % in 5 years