HDFC Retirement Savings Fund-Hybrid-Debt Plan-Reg (G)

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Retirement Fund NAV 13.3636 0.18 13 September, 2019
  • 6.41%
  • 11Y 2M

Fund Details

Category Retirement Fund
Fund Type Open Ended
Investment Plan Growth
Launch Date 25 February, 2016
Benchmark NIFTY 50 Hybrid Composite Debt 15:85
Asset Size(Cr) 67.25 (As on Jul 31, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment
Exit Load 0
Expense Ratio 2.14 % (As on Jul 31, 2019)
Fund Manager Chirag Setalvad (2.7), Rakesh Vyas (2.7), Shobhit Mehrotra (2.7)

Investment Returns (As on 13 Sep, 2019)

  • 3 Month 0.62%
  • 6 Month 2.91%
  • 1 Year 6.08%
  • 3 Year 6.41%
  • 5 Year -
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
HDFC Retirement Savings Fund-Hybrid-Debt Plan-Reg (G) 6.08% 6.41% %
Tata Retirement Savings Fund - Progressive Plan (G) -4.09% 9.52% 10.82%

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