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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) | ₹6701 Cr | ₹1698 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 | -3.31% | -2.67% |
| 6 Month | 4.93% | 4.65% |
| 1 Year | -1.87% | 0.06% |
| 3 Year | 18.98% | 14.96% |
| 5 Year | 25.35% | 18.37% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| 6 Month | 4.24% | 3.74% |
| 1 Year | 5.62% | 5.85% |
| 3 Year | 17% | 13.77% |
| 5 Year | 19.56% | 14.68% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| 1 Year | 17.17% | 12.67% |
| 3 Year | 19.1% | 14.72% |
| 5 Year | 17.18% | 14.6% |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.49% | 8.94% |
| Sharp | 1.38% | 1.23% |
| Beta | 0.80% | - |
| Alpha | 4.22% | - |
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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 | 10.92 | 30.47 |
| Large Cap | 61.44 | 48.07 |
| Mid Cap | 9.03 | 4.37 |
| Small Cap | 18.6 | 17.09 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| Others | 10.08 | 28.69 |
| Energy | 5.66 | 4.18 |
| Financial Services | 32.41 | 27.32 |
| Technology | 7.15 | 6.61 |
| Industrials | 14.14 | 9.32 |
| Real Estate | 1.17 | 0.8 |
| Healthcare | 5.44 | 4.51 |
| Consumer Cyclical | 9.12 | 8.74 |
| Basic Materials | 4.79 | 2.22 |
| Consumer Defensive | 4.04 | 3.12 |
| Communication Services | 3.7 | 2.65 |
| Utilities | 2.3 | 1.82 |
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