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 Type
Open-ended
Scheme Category
Retirement
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 228.2
Expense Ratio
1.46%
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 | Crisil Balanced Fund Index |
| Scheme AUM (in Crs.) | ₹ 228.2 |
| Expense Ratio | 1.46% |
| 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
6.10
Reliance Utilities and Power Pvt. Ltd
Debenture
5.76
GOI
GOI Sec
5.55
State Bank of India
Bonds
4.87
Reliance Industries Ltd.
Equity
3.60
Infosys Ltd.
Equity
3.53
Housing Development Finance Corpn. Ltd.
Equity
3.31
ICICI Bank Ltd.
Equity
3.03
GOI
GOI Sec
2.85
Larsen & Toubro Ltd.
Equity
2.60
Asset Allocation(%)
Debenture
9.28
CBLO
9.11
Equity
67.76
Bonds
4.87
GOI Securities
11.52
Sector Allocation(%)
Sector
Percent
Chemicals
7.57
Energy
6.36
Technology
6.35
Healthcare
4.47
Financial
21.05
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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