HDFC Retirement Savings Fund Hybrid Equity Plan Direct Growth-0.25%

5Groww
-0.75%
1 Year Return
Solution Oriented
Retirement
5.0 star
6M
1Y
3Y
All

Fund Details

HDFC Retirement Savings Fund Hybrid Equity Plan Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.34%
NAV16.9 (20 Aug 2019)
Fund Started25 Feb 2016
Fund Size306 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Retirement Savings Fund Hybrid Equity Plan Direct Growth
-0.8%
10.0%
NA
16.4%
Category Average
NA
NA
NA
-
Rank within category
15
3
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with -0.8% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Housing Development Finance Corpn. Ltd.FinancialDebenture8.5%
    Power Finance Corpn. Ltd.FinancialNCD8.1%
    HDFC Bank Ltd.FinancialEquity6.4%
    Infosys Ltd.TechnologyEquity4.4%
    ICICI Bank Ltd.FinancialEquity4.3%
    Reliance Industries Ltd.EnergyEquity4.2%
    GOISovereignGOI Sec3.3%
    Jamnagar Utilities and Power Pvt. Ltd.EngineeringDebenture3.3%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.3%
    Procter & Gamble Health Ltd.HealthcareEquity2.8%
    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

    Other Details

    HDFC Retirement Savings Fund Hybrid Equity Plan Direct Growth is a Solution Oriented Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was introduced 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.The fund currently has an Asset Under Management(AUM) of ₹306 Cr and the Latest NAV as of 20 Aug 2019 is ₹16.9.

    The HDFC Retirement Savings Fund Hybrid Equity Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    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.

    Tax Implications

    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).

    Scheme Information Document(SID)

    ₹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
    29 Jun 2000
    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,
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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