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) | ₹5897 Cr | ₹1551 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 | 6.76% | 5.34% |
6 Month | 3.4% | 2.96% |
1 Year | 12.12% | 10.33% |
3 Year | 23.35% | 18.5% |
5 Year | 29.94% | 21.67% |
SIP Return Analysis
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
---|---|---|
6 Month | 1.38% | 1.11% |
1 Year | -2.59% | -1.24% |
3 Year | 16.24% | 12.77% |
5 Year | 19.59% | 14.31% |
Rolling Lumpsum Returns
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
---|---|---|
1 Year | 19.02% | 14.77% |
3 Year | 18.79% | 14.64% |
5 Year | 16.85% | 14.39% |
Risk Management
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
---|---|---|
Standard Deviation | 11.88% | 9.038% |
Sharp | 0.874% | 0.727% |
Beta | - | - |
Alpha | - | - |
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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 | 12.24 | 32.31 |
Large Cap | 58.58 | 45.42 |
Mid Cap | 8.29 | 4.02 |
Small Cap | 20.89 | 18.24 |
Sector Allocation
Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
---|---|---|
Others | 12.17 | 32.25 |
Energy | 4.28 | 3.55 |
Financial Services | 30.8 | 24.39 |
Technology | 8.97 | 7.02 |
Industrials | 14.32 | 9.35 |
Healthcare | 5.36 | 4.43 |
Consumer Cyclical | 10.1 | 8.9 |
Basic Materials | 4.29 | 1.65 |
Consumer Defensive | 4.55 | 3.78 |
Communication Services | 3.45 | 2.97 |
Utilities | 1.7 | 1.71 |
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