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HDFC Mutual Funds

HDFC Retirement Savings Fund Hybrid Debt Plan (Growth)

OtherSolution Oriented

20.2368

NAV (Jun 21)

8.7%
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.?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

20.2368

NAV (Jun 21)

Fund Returns

Last 1Y
12.7%
Last 3Y
8.4%
Last 5Y
8.7%
Last 10Y
NA
Since Inception
8.8%
6 Month CAGR
7.2%

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
2.13
Launched (8y ago)
Feb 26, 2016
AUM in Crores
159.476
ISIN
INF179KB1MK0
Lock-in
5
Benchmark
Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
3.1
Standard Deviation (5yr)
3.8
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.735
Sharpe Ratio (5yr)
0.805
YTM
7.48
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 Hybrid Debt Plan (Growth)70%9,05,297 1,72,6858.7%
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 2024-06-21

Top Stock Holdings

6.67% govt stock 2050

8.9%
8.9%

dr reddy's laboratories ltd

8.2%
8.2%

tata consultancy services ltd

7.9%
7.9%

treps - tri-party repo

7.5%
7.5%

mahindra rural housing finance limited

6.3%
6.3%
See all holdings

Allocation by Sector

healthcare

9.5%
9.5%

technology

9%
9%

industrials

7.7%
7.7%

financial services

7.7%
7.7%

consumer defensive

1.8%
1.8%
See all sectors

Comparison with Other Funds

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

₹ 1 cr

₹ 132 cr

₹ 18 cr

₹ 33 cr

₹ 6 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 713,787 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
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

25.9%

13.3%

14.2%

6.5%

6.1%

7.8%

5.3%

5.9%

6.5%

6%

HDFC Retirement Savings Fund Hybrid Debt Plan (G) Review

HDFC Retirement Savings Fund Hybrid Debt Plan (G) is a Solution Oriented Other fund and has delivered an annualised return of 8.8% 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 Hybrid Debt Plan (G) as of 6/21/2024 is ₹20.24 with the total AUM as of 6/24/2024 is ₹159.476. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Retirement Savings Fund Hybrid Debt Plan (G) was launched on Feb 26, 2016. The category risk of the fund is Moderately High risk.

The minimum SIP amount for HDFC Retirement Savings Fund Hybrid Debt 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 Hybrid Debt Plan (G)?

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

How to invest in HDFC Retirement Savings Fund Hybrid Debt Plan (G)?

You can invest in HDFC Retirement Savings Fund Hybrid Debt 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 Hybrid Debt Plan (G)?

The minimum sip amount for HDFC Retirement Savings Fund Hybrid Debt Plan (G) is ₹1000. You can invest in multiples of ₹5000.

Is HDFC Retirement Savings Fund Hybrid Debt Plan (G) good to invest in?

As per Scripbox experts, HDFC Retirement Savings Fund Hybrid Debt Plan (G) is a Not Reviewed Yet fund. You can investHDFC Retirement Savings Fund Hybrid Debt 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 Hybrid Debt Plan (G)?

The expense ratio of the HDFC Retirement Savings Fund Hybrid Debt Plan (G) is 2.13% for regular plan.