|Min SIP Amount||₹500|
|NAV||₹20.88 (18 Jan 2021)|
|Fund Started||25 Feb 2016|
|Fund Size||₹1,235 Cr|
|HDFC Bank Ltd.||Financial||Equity||7.3%|
|Reliance Industries Ltd.||Energy||Equity||6.0%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||4.8%|
|ICICI Bank Ltd.||Financial||Equity||4.8%|
|Power Finance Corpn. Ltd.||Financial||NCD||2.5%|
|Larsen & Toubro Ltd.||Construction||Equity||2.3%|
|Timken India Ltd.||Engineering||Equity||2.1%|
|JB Chemicals & Pharmaceuticals Ltd.||Healthcare||Equity||1.9%|
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 ₹1,235 Cr and the Latest NAV as of 18 Jan 2021 is ₹20.88.
The HDFC Retirement Savings Fund Equity Plan Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.
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.
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).