HDFC Retirement Savings Fund Hybrid Debt Plan Regular Growth+0.03%

6.17%
1 Year Return
Solution Oriented
Retirement
3.0star
6M
1Y
3Y
All

Fund Details

HDFC Retirement Savings Fund Hybrid Debt Plan Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.36%
NAV₹14.27 (29 Sep 2020)
Fund Started25 Feb 2016
Fund Size₹87 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Retirement Savings Fund Hybrid Debt Plan Regular Growth
6.2%
5.0%
NA
8.0%
Category Average
7.1%
4.5%
2.1%
-
Rank within category
18
17
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month₹5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    ₹0
    with 6.2% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    3. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio
    4. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec11.2%
    GOISovereignGOI Sec9.4%
    L&T Infrastructure Finance Co. Ltd.FinancialNCD7.6%
    Vedanta Ltd.MetalsNCD7.6%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture6.3%
    GOISovereignCGL6.2%
    GOISovereignGOI Sec5.9%
    State Bank of IndiaFinancialBonds5.3%
    Jamnagar Utilities and Power Pvt. Ltd.EngineeringDebenture3.1%
    Shriram Transport Finance Co. Ltd.FinancialDebenture3.0%
    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

    HDFC Retirement Savings Fund Hybrid Debt Plan Regular Growth Details

    HDFC Retirement Savings Fund Hybrid Debt 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 Hybrid Debt Plan Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹87 Cr and the Latest NAV as of 29 Sep 2020 is ₹14.27.

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

    Scheme Information Document(SID)

    Click here
    ₹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
    E-mail
    cliser@hdfcfund.com
    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,
    Email
    enq_h@camsonline.com
    Website
    www.camsonline.com
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