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  • HDFC Retirement Savings Fund Hybrid Equity Plan (Growth)
HDFC Mutual Funds

HDFC Retirement Savings Fund Hybrid Equity Plan (Growth)

OtherSolution Oriented

26.439

NAV (Nov 25)

10.8%
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.?

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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

26.439

NAV (Nov 25)

Fund Returns

Last 1Y

3.7%

Last 3Y

15.7%

Last 5Y

10.8%

Last 10Y

NA

Since Inception

15.5%

6 Month CAGR

14.2%

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

2.45

Launched (6y ago)

Feb 25, 2016

AUM in Crores

903.642

ISIN

INF179KB1MI4

Lock-in

5

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

16.3

Standard Deviation (5yr)

14.3

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.691

Sharpe Ratio (5yr)

0.429

YTM

6.86

Fund Managers

Shobhit Mehrotra

Fund Manager

Srinivasan Ramamurthy

Fund Manager

Priya Ranjan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-11-25

Top Stock Holdings

reverse repo

10.4%
10.4%

icici bank ltd

4.9%
4.9%

hdfc bank ltd

4.3%
4.3%

treps - tri-party repo

4.2%
4.2%

4.26% govt stock 2023

3.8%
3.8%
See all holdings

Allocation by Sector

financial services

20.8%
20.8%

industrials

12.1%
12.1%

consumer cyclical

8.5%
8.5%

technology

7.1%
7.1%

consumer defensive

4.8%
4.8%
See all sectors

Compare HDFC Retirement Savings Fund Hybrid Equity Plan (Growth)

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

₹ 1 cr

₹ 148 cr

₹ 14 cr

₹ 3,438 cr

₹ 5 cr

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 482,534 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,120 debt and 23 hybrid funds.

amc-img

  • 1800 3010 6767/ 1800 419 7676 (Toll-free)
  • cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    HDFC Gold Fund (G)
    HDFC Gold Fund (G)

    10.3%

    4.5%

    5.9%

    7.8%

    3.6%

    5.8%

    6.3%

    5.8%

    5.3%

    5.3%

    HDFC Retirement Savings Fund Hybrid Equity Plan (G) Review

    HDFC Retirement Savings Fund Hybrid Equity Plan (G) is a Solution Oriented Other fund and has delivered an annualised return of 15.5% over a period of 6 years. The fund is managed by HDFC Asset Management Company Limited. The fund managers are Priya Ranjan, Shobhit Mehrotra, Srinivasan Ramamurthy.

    Nav of HDFC Retirement Savings Fund Hybrid Equity Plan (G) as of 11/25/2022 is ₹26.44 with the total AUM as of 11/26/2022 is ₹903.642. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Retirement Savings Fund Hybrid Equity Plan (G) was launched on Feb 25, 2016. The category risk of the fund is Very High Risk.

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

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

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

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

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

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

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

    The expense ratio of the HDFC Retirement Savings Fund Hybrid Equity Plan (G) is 2.45% for regular plan.