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HDFC Retirement Savings Fund Hybrid Equity Plan Direct Growth

Solution Oriented
Retirement
Very High Risk
49.46%
1Y return
+0.44% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Aug 2021₹26.30
Min. SIP Amount₹500
Rating4star
Fund Size₹649.89 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns49.5%16.3%16.3%19.5%
Category average42.2%12.7%12.2%NA
Rank with in category974NA
Understand termsinfo

Holdings (54)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity5.9%
Infosys Ltd.TechnologyEquity4.8%
ICICI Bank Ltd.FinancialEquity4.7%
Power Finance Corporation Ltd.
FinancialNCD4.1%
Reliance Industries Ltd.EnergyEquity4.1%
Housing Development Finance Corpn. Ltd.FinancialEquity3.9%
Embassy Office Parks REITConstructionDebenture3.8%
Larsen & Toubro Ltd.ConstructionEquity2.4%
ITC Ltd.FMCGEquity2.3%
Vedanta Ltd.MetalsNCD2.3%
See All

Expense ratio, exit load and tax

Expense ratio: 1.29%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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).

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Shobhit Mehrotra
Feb 2016 - Present
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Anand Laddha
Oct 2020 - Present
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Amar Kalkundrikar
Jan 2019 - Present
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Chirag Dagli
Jul 2019 - Present
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Sankalp Baid
Jan 2021 - Present
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Fund house & investment objective

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Fund house contact details

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