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

HDFC Retirement Savings Fund Hybrid Equity Plan (Growth)

HybridSolution Oriented

34.129

NAV (Apr 18)

15.2%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

34.129

NAV (Apr 18)

Fund Returns

Last 1Y
27.9%
Last 3Y
16.9%
Last 5Y
15.2%
Last 10Y
NA
Since Inception
16.3%
6 Month CAGR
11.8%

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
2.12
Launched (8y ago)
Feb 25, 2016
AUM in Crores
1352.056
ISIN
INF179KB1MI4
Lock-in
5
Benchmark
Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
8.4
Standard Deviation (5yr)
13.6
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.28
Sharpe Ratio (5yr)
0.732
YTM
7.1771
Fund Managers

Shobhit Mehrotra

Fund Manager

Srinivasan Ramamurthy

Fund Manager

Dhruv Muchhal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Retirement Savings Fund Hybrid Equity Plan (Growth)70%10,70,098 3,37,48615.2%
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 2024-04-18

Top Stock Holdings

treps - tri-party repo

13.6%
13.6%

hdfc bank ltd

5.4%
5.4%

icici bank ltd

5.3%
5.3%

reliance industries ltd

3.3%
3.3%

state bank of india

2.8%
2.8%
See all holdings

Allocation by Sector

financial services

20.2%
20.2%

industrials

10.6%
10.6%

consumer cyclical

8.9%
8.9%

healthcare

7.3%
7.3%

technology

6.7%
6.7%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 33,502 cr

₹ 10,737 cr

₹ 8,943 cr

₹ 1,868 cr

₹ 1,829 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 646,964 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)

26.3%

12.9%

14.6%

6.7%

6%

7.8%

5.1%

5.9%

6.6%

6%

HDFC Retirement Savings Fund Hybrid Equity Plan (G) Review

HDFC Retirement Savings Fund Hybrid Equity Plan (G) is a Solution Oriented Hybrid fund and has delivered an annualised return of 16.3% 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 Equity Plan (G) as of 4/18/2024 is ₹34.13 with the total AUM as of 4/19/2024 is ₹1352.056. 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 Hybrid scheme predominantly investing across Hybrid instruments 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 2.12% for regular plan.