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HDFC Retirement Savings Fund vs HDFC Retirement Savings Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| Fund | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7086 Cr | ₹1744 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 26 Feb 2016 | 26 Feb 2016 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE India Bond Index |
| Turn Over | 14.13% | 9.03% |
| Expense Ratio | 1.77 | 2.08 |
| Manager | Dhruv Muchhal | Dhruv Muchhal |
| ISIN Code | INF179KB1MG8 | INF179KB1MI4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| 1 Month | -2.85% | -2.39% |
| 6 Month | -1.99% | -1.54% |
| 1 Year | 5.58% | 5.28% |
| 3 Year | 16.44% | 13.21% |
| 5 Year | 18.66% | 13.13% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| 6 Month | -0.49% | -0.13% |
| 1 Year | 5.65% | 5.19% |
| 3 Year | 11.2% | 9.27% |
| 5 Year | 15.04% | 11.62% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| 1 Year | 13.85% | 10.6% |
| 3 Year | 18.77% | 14.72% |
| 5 Year | 17.97% | 14.78% |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.44% | 7.89% |
| Sharp | 1.07% | 0.98% |
| Beta | 0.82% | 0.98% |
| Alpha | 2.7% | 2.26% |
Fund Managers
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Dhruv Muchhal |
| Total AUM | ₹520687 Cr | ₹520687 Cr |
| Funds Managed | 40 | 40 |
| HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| Others | 8.93 | 27.48 |
| Large Cap | 61.91 | 48.89 |
| Mid Cap | 9.77 | 5.23 |
| Small Cap | 19.39 | 18.4 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| Others | 7.96 | 25.12 |
| Energy | 5.63 | 4.32 |
| Financial Services | 30.62 | 27.13 |
| Technology | 9.46 | 8.25 |
| Industrials | 13.4 | 9.63 |
| Real Estate | 0.9 | 0.87 |
| Healthcare | 7.7 | 5.35 |
| Consumer Cyclical | 9.63 | 9.29 |
| Basic Materials | 5.65 | 2.82 |
| Consumer Defensive | 3.53 | 2.92 |
| Communication Services | 3.37 | 2.71 |
| Utilities | 2.14 | 1.59 |
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