Home>Mutual Funds>HDFC Mutual Fund>HDFC Retirement Savings Fund Equity Plan Regular Growth

HDFC Retirement Savings Fund Equity Plan Regular Growth

Solution Oriented
Retirement
Very High Risk
5Y Lock Inlock
23.85%
3Y annualised
-0.55% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Oct 2021₹29.53
Min. SIP amountNA
Rating4star
Fund size₹1,921.51 Cr

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns68.9%23.9%16.7%21.1%
Category average52.1%14.5%14.5%NA
Rank with in category71310NA
Understand termsinfo

Holdings (67)

NameSectorInstrumentAssets
FinancialEquity4.8%
EnergyEquity4.6%
TechnologyEquity4.3%
FinancialEquity4.2%
FinancialEquity3.5%
ConstructionEquity3.1%
Consumer DurableEquity2.4%
TechnologyEquity2.4%
FMCGEquity2.3%
State Bank of India
FinancialEquity2.2%
See All

Expense ratio, exit load and tax

Expense ratio: 2.32%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Lock-in for 5 years or retirement, whichever is earlier. If average equity holding is >65%, 10% (After 1 year as per LTCG). If average equity holding is <65%, 20% with indexation benefit (post 3 years).

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Shobhit Mehrotra
Feb 2016 - Present
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Anand Laddha
Oct 2020 - Present
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Amar Kalkundrikar
Jan 2019 - Present
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Chirag Dagli
Jul 2019 - Present
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Sankalp Baid
Jan 2021 - Present
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Fund house & investment objective

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Fund house contact details

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