HDFC Mutual Fundimage

HDFC Retirement Savings Fund - Equity - Regular Plan

OthersRetirementGrowth

Fund Overview

NAV (19 Nov 24)

₹ 48.45

AUM (in Cr)

₹ 5970.04

5 Years CAGR

% 23.32

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
HDFC Retirement Savings Fund - Equity - Regular Plan
-5.11
-3.47
6.62
26.37
17.98
23.32
Nifty 50 Hybrid Composite Debt 15:85 Index
1.67
2.73
5.58
10.43
7.43
8.84
Retirement
1.87
6.95
13.34
26.47
13.72
15.58

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

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.

Expense Ratio
% 1.78
Benchmark
Nifty 50 Hybrid Composite Debt 15:85 Index
AUM
₹ 5970.04
Inception Date
05 Feb 2016
Turnover Ratio
% 13.52
Exit Load
Upon completion of lock-in period: Nil
Asset Class
Others
amc-logo

HDFC Mutual Fund

Total AUM

₹ 764396.81

No. of Schemes under this AMC

106

Phone

66316333

Email

hello@hdfcfund.com

Incorporation Date

6/30/2000

Address

HDFC House, 2nd Floor,, H T Parekh Marg,, 165-166,

Mumbai - 400020

Back
HDFC Mutual Fundimage

HDFC Retirement Savings Fund - Equity - Regular Plan

OthersRetirement
Connect with an
Expertquotes
Personalized investment strategies from leading expertsSchedule Meeting