HDFC Retirement Savings Fund Equity Plan - Direct Plan

Scheme Type
Open-ended
Scheme Category
Tax Planning
Benchmark Type
Nifty 500 Index
Scheme AUM (in Crs.)
₹ 465.65
Expense Ratio
1.06%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 306360
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
16.771
(0.3 %)
NAV as on 2018-11-14
Returns
Fund
HDFC Retirement Savings Fund Equity Plan - Direct Plan
1 Year
-0.95%
3 Year
18.82%
AMC Details
amc launch date
Launch Date
30 Jun 2000
amc sponsor
Sponsor
NA
amc email
Email
cliser@hdfcfund.com
amc phone
Phone
022 - 66316333
amc address
Address
HDFC House, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The Scheme seeks 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.
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,983
Portfolio Value
-17
Total Returns