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.)
₹ 255.86
Expense Ratio
1.57%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 342291
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.) | ₹ 255.86 |
| Expense Ratio | 1.57% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 342291 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Net Current Assets
Cash
15
HDFC Bank Ltd
Equity
5
Reliance Industries Ltd
Equity
4
6.84% Govt Stock 2022
Bond - Gov't Treasury
4
Reliance Utilities And Power Private Limited
Bond - Corporate Bond
4
Housing Development Finance Corp Ltd
Equity
4
ICICI Bank Ltd
Equity
4
State Bank Of India
Bond - Corporate Bond
3
Infosys Ltd
Equity
3
Merck Ltd
Equity
3
Asset Allocation(%)
Equity
65
Cash
15
Bond - Corporate Bond
11
Bond - Gov't Treasury
8
Cash - Collateral
0
Sector Allocation(%)
Sector
Percent
Cash
15
Banks - Regional - Asia
14
Bond - Corporate Bond
11
Bond - Gov't Treasury
8
Information Technology Services
7
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.
Launch Date
30 Jun 2000
Sponsor
NA
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
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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