HDFC Retirement Savings Fund - Hybrid 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 & balance in debt and money market instruments
Fund Info
| Scheme Class | Hybrid |
| Scheme Category | Retirement |
| Benchmark Type | Crisil Balanced Fund Index |
| Expense Ratio | 1.34% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 313 |
| AMC AUM (in Crs.) | ₹ 3,42,291 |
| Min Addition Subscription | ₹ 1,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 13.56% | |
| 1000 | 1000 | 9.08% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED | Bond - Corporate Bond | 8 |
| Power Finance Corporation Ltd. | Bond - Corporate Bond | 8 |
| HDFC Bank Ltd | Equity | 6 |
| Reliance Industries Ltd | Equity | 5 |
| Infosys Ltd | Equity | 5 |
| ICICI Bank Ltd | Equity | 5 |
| Housing Development Finance Corp Ltd | Equity | 4 |
| 6.84% Govt Stock 2022 | Bond - Gov't Treasury | 3 |
| Reliance Utilities And Power Private Limited | Bond - Corporate Bond | 3 |
| State Bank Of India | Bond - Corporate Bond | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 67 |
| Bond - Corporate Bond | 26 |
| Bond - Gov't Treasury | 5 |
| Cash | 2 |
| Alternatives - Private Equity | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 26 |
| Banks - Regional - Asia | 14 |
| Information Technology Services | 10 |
| Oil & Gas Refining & Marketing | 6 |
| Bond - Gov't Treasury | 5 |
HDFC Mutual Fund
AUM
₹3,42,291 Cr
About
Launched in December 1999, HDFC Asset Management Company Ltd. is among the most popular fund houses in India. The company offers an extensive range of mutual funds and is home to some of the most trustworthy fund managers who ensure that your hard-earned money is invested in the right schemes. Whether you seek growth funds, income funds, or even retirement funds, HDFC AMC Ltd. has it all.##HDFC Mutual Fund has left no stone unturned to cater to investors from all walks of life. Be it any financial goal – long-term, short-term, retirement, tax-saving and so on – HDFC has that plan for you.
Email
cliser@hdfcfund.com
Phone
1800 3010 6767
Address
2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
HDFC Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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