NAV | Rs. 17.04
0.28 %
(as on Dec. 4, 2019) |
---|---|
1 yr Return | 7.03 % |
3 yr. Return | 10.67 % |
NAV | 1 yr Return | 3 yr. Return | 5 yr. Return |
---|---|---|---|
Rs. 17.04
0.28 %
(as on Dec. 4, 2019) |
7.03 % | 10.67 % | N/A |
SIP Start Date
SIP End Date
Launch Date | Nov. 29, 2019 |
Fund Size | Rs. 349.32 cr. |
Category | Hybrid | Solution Oriented - Retirement |
Fund Manager | Chirag Setalvad |
AMC | HDFC Asset Management Company Limited |
Fund Benchmark | Nifty 50 Hybrid Composite Debt 65:35 Index |
Risk Profile | Balanced |
Risk Rating | 5 / 10 |
Min. Investment | Rs. 5000.00 |
Min. Investment SIP | Rs. 1500.00 |
Expense Ratio | 2.73 % |
Exit load | NIL - Upon completion of Lock-in Period |
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
1M | 3M | 6M | 1Y | 3Y | 5Y | |
---|---|---|---|---|---|---|
Fund | -0.2 | 6.44 | -0.98 | 7.03 | 10.67 | - |
Rank Within Category | 12 | 26 | None | 18 | 6 | None |
AMC | HDFC Asset Management Company Limited |
Address | HDFC House, 2nd floor, H.T. Parekh Marg, 165-166 Backbay Reclamation, Churchgate, Mumbai - 400 020 |
cliser@hdfcindia.com | |
Website | https://www.hdfcfund.com/ |
Launch Date | Nov. 29, 2019 | Fund Size | Rs. 349.32 cr. |
Category | Hybrid | Solution Oriented - Retirement | Fund Manager | Chirag Setalvad |
AMC | HDFC Asset Management Company Limited | Fund Benchmark | Nifty 50 Hybrid Composite Debt 65:35 Index |
Risk Profile | Balanced | Risk Rating | 5 / 10 |
Min. Investment | Min. Investment SIP | Expense Ratio | Exit Load |
Rs. 5000.00 | Rs. 1500.00 | 2.73 % | NIL - Upon completion of Lock-in Period |
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
1M | 3M | 6M | 1Y | 3Y | 5Y | |
---|---|---|---|---|---|---|
Fund | -0.2 | 6.44 | -0.98 | 7.03 | 10.67 | - |
Rank Within Category | 12 | 26 | None | 18 | 6 | None |
Fund | Return 1Y (%) | Return 3Y (%) | Return 5Y (%) | AUM(cr.) |
---|---|---|---|---|
HDFC Retirement Savings Fund - Hybrid - Equity Plan - Regular Plan | 7.03 | 10.67 | - | 349.32 |
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth | 13.36 | 16.06 | 11.61 | 624.72 |
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) | 10.26 | 13.19 | 10.84 | 1,048.85 |
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth | 12.09 | 12.97 | - | 2,808.50 |
HDFC Balance Advantage Fund - Growth Option | 7.23 | 12.39 | 7.83 | 44,109.84 |
SBI Equity Hybrid Fund - Regular Plan -Growth | 15.10 | 11.6 | 9.86 | 30,906.44 |
AMC | HDFC Asset Management Company Limited |
Address | HDFC House, 2nd floor, H.T. Parekh Marg, 165-166 Backbay Reclamation, Churchgate, Mumbai - 400 020 |
cliser@hdfcindia.com | |
Website | https://www.hdfcfund.com/ |
Fund | Return 3Y(%) |
---|---|
HDFC Sensex ETF - Growth option | 17.11 |
HDFC Index FundSensex Plan( FV Rs 32.161) | 16.59 |
HDFC Nifty 50 ETF - Growth Option | 15.46 |
HDFC Index Fund-Nifty 50 Plan-Growth Plan | 15.02 |
HDFC Balance Advantage Fund - Growth Option | 12.39 |