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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) | ₹6584 Cr | ₹1660 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 | -0.11% | 0.3% |
| 6 Month | 10.28% | 8.42% |
| 1 Year | -1.49% | 0.3% |
| 3 Year | 19.35% | 15.45% |
| 5 Year | 23.8% | 17.1% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| 6 Month | 1.24% | 1.25% |
| 1 Year | 9.29% | 8.14% |
| 3 Year | 14.71% | 11.94% |
| 5 Year | 17.47% | 13.26% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| 1 Year | 16.78% | 12.17% |
| 3 Year | 18.95% | 14.72% |
| 5 Year | 17.34% | 14.68% |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.93% | 8.61% |
| Sharp | 1.04% | 0.92% |
| Beta | 0.81% | - |
| Alpha | 3.58% | - |
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 | 9.97 | 30.82 |
| Large Cap | 61.87 | 47.56 |
| Mid Cap | 8.67 | 3.35 |
| Small Cap | 19.49 | 18.28 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| Others | 9.2 | 29.09 |
| Energy | 5.15 | 3.84 |
| Financial Services | 30.94 | 26.4 |
| Technology | 7.92 | 6.93 |
| Industrials | 14.32 | 9.31 |
| Real Estate | 1.12 | 0.82 |
| Healthcare | 7.3 | 5.13 |
| Consumer Cyclical | 9.61 | 9.11 |
| Basic Materials | 4.77 | 2.12 |
| Consumer Defensive | 3.7 | 2.95 |
| Communication Services | 3.62 | 2.61 |
| Utilities | 2.33 | 1.68 |
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