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HDFC Retirement Savings Fund Equity Plan Regular Growth+0.59%

67.41%
1 Year Return
Solution Oriented
Flexi Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Retirement Savings Fund Equity Plan Regular Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio2.38%
NAV₹22.34 (16 Apr 2021)
Fund Started25 Feb 2016
Fund Size1,392 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
67.4%
9.2%
14.8%
16.5%
Category Average
57.7%
9.6%
13.4%
-
Rank Within Category
8
21
11
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 67.4% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. Exit load is zero
Cons
1. Higher expense ratio - 2.38%
2. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity6.2%
Reliance Industries Ltd.EnergyEquity5.1%
ICICI Bank Ltd.FinancialEquity4.8%
Infosys Ltd.TechnologyEquity4.8%
Housing Development Finance Corpn. Ltd.FinancialEquity4.4%
Larsen & Toubro Ltd.ConstructionEquity3.6%
ITC Ltd.FMCGEquity3.0%
Bajaj Electricals Ltd.Cons DurableEquity2.5%
State Bank of IndiaFinancialEquity2.4%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity2.0%
See All

Fund Managers

Shobhit Mehrotra
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Anand Laddha
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Amar Kalkundrikar
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Chirag Dagli
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Sankalp Baid
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HDFC Retirement Savings Fund Equity Plan Regular Growth Details

HDFC Retirement Savings Fund Equity Plan Regular Growth is a Solution Oriented Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 25 Feb 2016. Shobhit Mehrotra, Chirag Setalvad, Rakesh Vyas is the Current Fund Manager of HDFC Retirement Savings Fund Equity Plan Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,392 Cr and the Latest NAV as of 16 Apr 2021 is ₹22.34.

The HDFC Retirement Savings Fund Equity Plan Regular Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.

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.

Tax Implications

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).

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
30 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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