- Mutual Funds
- HDFC Mutual Fund
- HDFC Retirement Savings Fund - Hybrid Equity Plan Direct Growth
HDFC Retirement Savings Fund - Hybrid Equity Plan Direct Plan Growth
₹ 42.45
NAV (May 05)
21.447%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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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 | 0.96 % |
Launched 9Y ago | 2016-02-25 |
AUM in Crores | 1566.7 |
ISIN | INF179KB1MH6 |
Lock-in (days) | 1825 |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 9 |
Beta | 0.7 |
Sharpe Ratio | 0.9 |
YTM | - |
Asset allocation and Holdings
Top Stock Holdings
Others
11.36%HDFC Bank Ltd.
5.71%ICICI Bank Ltd.
5.47%Reliance Industries Ltd.
2.9%State Bank of India
2.8%See all holdings
Allocation by Sector
Financial
22.96%Technology
6.77%Automobile
6.43%Capital Goods
4.99%Energy
4.87%See all sectors
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 4,772 cr | ||
₹ 93,440 cr | ||
₹ 4,484 cr | ||
₹ 14,724 cr |
Frequently Asked Questions
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