HDFC Retirement Savings Fund-Hybrid-Debt Plan (G)
Scheme Information
2019-04-26
| Asset Management Company (AMC) | HDFC Asset Management Company Limited |
| Asset Class Type | Other |
| Inception Date | Feb 25, 2016 |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 Index |
| 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. |
| Fund Manager | Chirag Setalvad |
| AUM (In Crores) | 64.67 |
| Allocation |
Others: 8.2624% Equity: 18.3849% Debt: 73.3527% |
| Exit Load | NIL - Upon completion of Lock-in Period |
| Minimum Investment Amount |
First Investment:
5000
|
| Expense Ratio | 2.69 |
| Average Maturity | 1653.45 Days |
| Modified Duration | 1222.75 Days |
| Yield to Maturity | 8.13% |
Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund (link provided) before taking any Investment action based on this information.
Recommended Funds
Equity: Mirae Asset Large Cap Fund (G) • HDFC Top 100 Fund (G) • Kotak Standard Multicap Fund (G) • Parag Parikh Long Term Equity Fund (G)
Debt:
Axis Liquid Fund (G) •
SBI Magnum Low Duration Fund (G) •
ICICI Prudential Corporate Bond Fund - Regular (G)
Tax Saver Plan:
DSP Tax Saver Fund (G) •
Motilal Oswal Long Term Equity Fund (G)
Emergency Fund:
Axis Liquid Fund (G) •
Tata Liquid Fund (G)