₹ 18.6752
NAV (Dec 01)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 18.6752
NAV (Dec 1)
Last 1Y | 8.7% |
Last 3Y | 7.9% |
Last 5Y | 8.1% |
Last 10Y | NA |
Since Inception | 8.3% |
6 Month CAGR | 4.6% |
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 | 2.14 |
Launched (7y ago) | Feb 26, 2016 |
AUM in Crores | 152.814 |
ISIN | INF179KB1MK0 |
Lock-in | 5 |
Benchmark | IISL Nifty 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 3.4 |
Standard Deviation (5yr) | 3.9 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.892 |
Sharpe Ratio (5yr) | 0.686 |
YTM | 7.65 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
HDFC Retirement Savings Fund Hybrid Debt Plan (Growth) | 8,91,777 | 1,59,165 | 8.1% | |
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.
6.67% govt stock 2050
9%dr reddy's laboratories ltd
8.6%tata consultancy services ltd
7.4%mahindra rural housing finance limited
6.5%tmf holdings limited
6.4%healthcare
10.1%technology
8.6%industrials
7.5%financial services
6.8%consumer defensive
1.8%Fund Name | Fund Size | |
---|---|---|
₹ 1 cr | ||
₹ 153 cr | ||
₹ 16 cr | ||
₹ 3,196 cr | ||
₹ 6 cr |
HDFC Asset Management Company Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
28.4% | 12.6% | ||
7.3% | 5.6% | ||
5.4% | 7.8% | ||
4.6% | 5.8% | ||
6.1% | 5.9% |
HDFC Retirement Savings Fund Hybrid Debt Plan (G) is a Solution Oriented Other fund and has delivered an annualised return of 8.3% over a period of 7 years. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Dhruv Muchhal, Priya Ranjan, Shobhit Mehrotra, Srinivasan Ramamurthy.
Nav of HDFC Retirement Savings Fund Hybrid Debt Plan (G) as of 12/1/2023 is ₹18.68 with the total AUM as of 12/2/2023 is ₹152.814. 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.
What is HDFC Retirement Savings Fund Hybrid Debt Plan (G)?
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 2.14% for regular plan.