HDFC Retirement Savings Fund - Hybrid - Equity Plan - Regular Plan

Fund Returns

NAV Rs. 17.04 0.28 %
(as on Dec. 4, 2019)
1 yr Return 7.03 %
3 yr. Return 10.67 %

Fund Returns

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

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

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

Investment Information

Min. Investment Rs. 5000.00
Min. Investment SIP Rs. 1500.00
Expense Ratio 2.73 %
Exit load NIL - Upon completion of Lock-in Period

Investment 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

Performance

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 Contact Information

AMC HDFC Asset Management Company Limited
Address HDFC House, 2nd floor, H.T. Parekh Marg, 165-166 Backbay Reclamation, Churchgate, Mumbai - 400 020
Email cliser@hdfcindia.com
Website https://www.hdfcfund.com/

Scheme Details

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

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 5000.00 Rs. 1500.00 2.73 % NIL - Upon completion of Lock-in Period

Investment 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

Performance

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 Contact Information

AMC HDFC Asset Management Company Limited
Address HDFC House, 2nd floor, H.T. Parekh Marg, 165-166 Backbay Reclamation, Churchgate, Mumbai - 400 020
Email cliser@hdfcindia.com
Website https://www.hdfcfund.com/