Home>Mutual Funds>HDFC Mutual Fund>HDFC Retirement Savings Fund Hybrid Equity Plan Direct Growth
shareSHARE

HDFC Retirement Savings Fund Hybrid Equity Plan Direct Growth-0.70%

18.37%
1 Year Return
Solution Oriented
Retirement
4.0star
6M
1Y
3Y
All

Fund Details

HDFC Retirement Savings Fund Hybrid Equity Plan Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.35%
NAV₹22.04 (15 Jan 2021)
Fund Started25 Feb 2016
Fund Size531 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
18.4%
9.1%
-
17.5%
Category Average
15.9%
6.6%
11.8%
-
Rank Within Category
14
11
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 18.4% returns per annum

Comparison

Data not available
Pros
1. Exit load is zero
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity6.5%
Power Finance Corpn. Ltd.FinancialNCD5.5%
Reliance Industries Ltd.EnergyEquity5.0%
ICICI Bank Ltd.FinancialEquity4.7%
Housing Development Finance Corpn. Ltd.FinancialEquity4.7%
Infosys Ltd.TechnologyEquity4.4%
ITC Ltd.FMCGEquity3.0%
Vedanta Ltd.MetalsNCD2.9%
GOISovereignGOI Sec2.8%
Procter & Gamble Health Ltd.HealthcareEquity2.6%
See All

Fund Managers

Shobhit Mehrotra
keyboard_arrow_down
Anand Laddha
keyboard_arrow_down
Amar Kalkundrikar
keyboard_arrow_down
Chirag Dagli
keyboard_arrow_down

HDFC Retirement Savings Fund Hybrid Equity Plan Direct Growth 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 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 ₹531 Cr and the Latest NAV as of 15 Jan 2021 is ₹22.04.

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.

Investment Objective

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.

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

Compare Funds

HDFC Retirement Savings Fund Hybrid Equity Plan Direct Growth
VS
search

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
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,
Similar Funds