HDFC Retirement Savings Fund Equity Plan Direct Growth-0.28%

4Groww
9.79%
1 Year Return
Speciality
Retirement
4.0 star
6M
1Y
3Y
All

Fund Details

HDFC Retirement Savings Fund Equity Plan Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.21%
NAV17.73 (22 Oct 2019)
Fund Started25 Feb 2016
Fund Size773 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Retirement Savings Fund Equity Plan Direct Growth
9.8%
8.7%
NA
17.0%
Category Average
NA
NA
NA
-
Rank within category
24
13
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 9.8% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity7.8%
    Reliance Industries Ltd.EnergyEquity5.9%
    Infosys Ltd.TechnologyEquity5.1%
    ICICI Bank Ltd.FinancialEquity5.0%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.9%
    Larsen & Toubro Ltd.ConstructionEquity3.8%
    Housing & Urban Development Corpn. Ltd.FinancialDebenture3.4%
    Power Finance Corpn. Ltd.FinancialNCD3.4%
    GOISovereignGOI Sec3.2%
    GOISovereignGOI Sec2.0%
    See All

    Fund Managers

    addChirag Setalvad
    Education
    Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
    Experience
    Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
    Funds Managed
    addShobhit Mehrotra
    Education
    He is an MBA from Clemson University, USA.
    Experience
    Prior to joining HDFC AMC he has worked with Templeton AMC, and ICRA.
    Funds Managed
    addAmar Kalkundrikar
    Education
    Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
    Experience
    Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.
    Funds Managed
    addChirag Dagli
    Education
    Mr. Dagli has done B. COM and Chartered Accountant.
    Experience
    Prior to joining HDFC AMC, he has worked with Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.
    Funds Managed

    Other Details

    HDFC Retirement Savings Fund Equity Plan Direct Growth is a Speciality Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was introduced to investors on 25 Feb 2016. Shobhit Mehrotra, Chirag Setalvad, Rakesh Vyas is the Current Fund Manager of HDFC Retirement Savings Fund Equity Plan Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹773 Cr and the Latest NAV as of 22 Oct 2019 is ₹17.73.

    The HDFC Retirement Savings Fund Equity Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The investment objective of the Investment Plans offered under the Scheme is to generate a corpus to provide for pension to an investor in the form of income to the extent of the redemption value of their holding after the age of 60 years by investing in a mix of securities comprising of equity, equity related instruments and/or Debt/Money Market instruments.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About HDFC Mutual Fund

    Address
    “HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
    Phone
    022 6631 6333
    Launch Date
    29 Jun 2000
    Website
    NA
    HDFC Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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