| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.29% |
| NAV | ₹18.29 (28 Sep 2020) |
|---|---|
| Fund Started | 25 Feb 2016 |
| Fund Size | ₹436 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Power Finance Corpn. Ltd. | Financial | NCD | 6.1% |
| Reliance Industries Ltd. | Energy | Equity | 6.1% |
| HDFC Bank Ltd. | Financial | Equity | 5.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.3% |
| ICICI Bank Ltd. | Financial | Equity | 4.3% |
| Infosys Ltd. | Technology | Equity | 4.2% |
| ITC Ltd. | FMCG | Equity | 3.3% |
| Vedanta Ltd. | Metals | NCD | 3.2% |
| GOI | Sovereign | GOI Sec | 3.1% |
| Jamnagar Utilities and Power Pvt. Ltd. | Engineering | Debenture | 2.5% |
HDFC Retirement Savings Fund Hybrid Equity Plan Direct 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 Equity Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹436 Cr and the Latest NAV as of 28 Sep 2020 is ₹18.29.
The HDFC Retirement Savings Fund Hybrid Equity Plan Direct 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).