HDFC Retirement Savings Fund vs HDFC Retirement Savings Fund compare

Link copied to clipboard!

tortoise-icon HDFC Retirement Savings Fund - Equity Plan - Growth Option

Invest Now

tortoise-icon HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5555 Cr ₹1494 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 07 Feb 2016 01 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 1.79 2.11
Manager Dhruv Muchhal Dhruv Muchhal
ISIN Code INF179KB1MG8 INF179KB1MI4
Exits Load Nil/365 Nil/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 2.19% 1.91%
6 Month 14.28% 12.36%
1 Year 26.4% 20.6%
3 Year 20.71% 15.4%
5 Year 24.28% 17.74%

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 Year 14.04% 12.22%
3 Year 23.9% 18.61%
5 Year 25.78% 18.78%

Rolling Lumpsum Returns

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option
1 Year 18.89% 14.7%
3 Year 18.78% 14.69%
5 Year 16.7% 14.17%

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 1.4% 1.13%
Beta 0.76% 1.31%
Alpha 4.6% 10.23%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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

Sector Allocation

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option

Top Comparisons

SBI Arbitrage Opportunities Fund - Regular Plan - Gr SBI Arbitrage Opportunities Fund - Regular Plan - Gr

3Y Returns6.43%

VS

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns6.15%

Compare Now

SBI Overnight Fund - Regular Plan - Growth SBI Overnight Fund - Regular Plan - Growth

3Y Returns5.83%

VS

HSBC Overnight Fund - Regular Growth HSBC Overnight Fund - Regular Growth

3Y Returns5.84%

Compare Now

Nippon India Small Cap Fund - Growth Plan - Bonus Option Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns29.24%

VS

Tata Small Cap Fund-Regular Plan-Growth Tata Small Cap Fund-Regular Plan-Growth

3Y Returns25.97%

Compare Now

HDFC Equity Savings Fund - GROWTH PLAN HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns10.41%

VS

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns10.11%

Compare Now
Request call back
Add to Cart Successfully