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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) | ₹6969 Cr | ₹1729 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 | 0.72% | 0.92% |
| 6 Month | 3.37% | 2.77% |
| 1 Year | 2.38% | 2.53% |
| 3 Year | 17.46% | 14.05% |
| 5 Year | 21.59% | 15.7% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| 6 Month | 2.48% | 2.33% |
| 1 Year | 12.2% | 10.85% |
| 3 Year | 13.89% | 11.49% |
| 5 Year | 16.67% | 12.88% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| 1 Year | 14.7% | 10.97% |
| 3 Year | 18.93% | 14.76% |
| 5 Year | 17.74% | 14.8% |
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 | 1.04% | 0.94% |
| Beta | 0.81% | 0.97% |
| Alpha | 3.25% | 2.48% |
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 | 7.04 | 28.91 |
| Large Cap | 62.76 | 48 |
| Mid Cap | 9.9 | 4.5 |
| Small Cap | 20.3 | 18.59 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| Others | 6.24 | 27.04 |
| Energy | 5.5 | 4.13 |
| Financial Services | 30.81 | 26.59 |
| Technology | 9.02 | 7.75 |
| Industrials | 14.14 | 8.57 |
| Real Estate | 1.18 | 0.87 |
| Healthcare | 7.98 | 5.59 |
| Consumer Cyclical | 9.66 | 9.49 |
| Basic Materials | 5.67 | 2.7 |
| Consumer Defensive | 3.77 | 2.85 |
| Communication Services | 3.72 | 2.73 |
| Utilities | 2.32 | 1.7 |
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