HDFC Retirement Savings Fund - Hybrid Equity Plan Direct Plan

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 203.27
Expense Ratio
1.38%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 334964
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
16.832
(-0.12 %)
NAV as on 2019-01-18
Returns
Fund
HDFC Retirement Savings Fund - Hybrid Equity Plan Direct Plan
1 Year
-0.58%
3 Year
17.99%
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
Ramon House, 3rd Floor, H.T Parekh Marg,,169, Backbay Reclamation,,Churchgate, Mumbai - 400020
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1%, if redeemed between (0-60) years. No Exit load, if redeemed after 60 years.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,990
Portfolio Value
-10
Total Returns