| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.33% |
| NAV | ₹17.16 (14 Jul 2020) |
|---|---|
| Fund Started | 25 Feb 2016 |
| Fund Size | ₹395 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Power Finance Corpn. Ltd. | Financial | NCD | 6.7% |
| HDFC Bank Ltd. | Financial | Equity | 6.0% |
| Reliance Industries Ltd. | Energy | Equity | 5.5% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.5% |
| ICICI Bank Ltd. | Financial | Equity | 4.2% |
| Infosys Ltd. | Technology | Equity | 3.7% |
| ITC Ltd. | FMCG | Equity | 3.7% |
| GOI | Sovereign | GOI Sec | 3.5% |
| Vedanta Ltd. | Metals | NCD | 3.4% |
| Jamnagar Utilities and Power Pvt. Ltd. | Engineering | Debenture | 2.7% |
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 ₹395 Cr and the Latest NAV as of 14 Jul 2020 is ₹17.16.
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 investment objective of the Investment Plans offered under the Scheme is to generate a corpus to provide for pension to an investor in the form of income to the extent of the redemption value of their holding after the age of 60 years by investing in a mix of securities comprising of equity, equity related instruments and/or Debt/Money Market instruments.
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).