HDFC Retirement Savings Fund - Equity Plan - Direct Plan
The investment objective of the Scheme is to provide
long-term capital appreciation / income by investing in
a mix of equity and debt instruments to help investors
meet their retirement goals. There is no assurance that
the investment objective of the Scheme will be realized
Suitability
This product is suitable for investors who are seeking
• a corpus to provide for pension in the form of income to the extent of the redemption value of their holding after the age of 60 years.
• investment predominantly in equity and equity related instruments
Fund Info
Scheme Type
Open-ended
Scheme Category
Retirement
Benchmark Type
Nifty 500 Index
Scheme AUM (in Crs.)
₹ 606.37
Expense Ratio
1.32%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 334964
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Retirement |
| Benchmark Type | Nifty 500 Index |
| Scheme AUM (in Crs.) | ₹ 606.37 |
| Expense Ratio | 1.32% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 334964 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
9.10
GOI
GOI Sec
5.15
Housing Development Finance Corpn. Ltd.
Equity
4.10
Reliance Industries Ltd.
Equity
4.05
Larsen & Toubro Ltd.
Equity
3.86
ICICI Bank Ltd.
Equity
3.70
GOI
GOI Sec
3.12
Mahindra Holidays & Resorts India Ltd
Equity
2.54
Infosys Ltd.
Equity
2.42
Carborundum Universal Ltd.
Equity
2.13
Sector Allocation(%)
Sector
Percent
Chemicals
8.85
Energy
7.15
Technology
6.23
Engineering
5.78
Financial
27.86
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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