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

3
Retirement Fund NAV 21.778 0.34 07 May, 2021
  • 14.6%
  • 5Y 2M

Fund Details

Category Retirement Fund
Fund Type Open Ended
Investment Plan Growth
Launch Date 25 February, 2016
Benchmark NIFTY 50 Hybrid Composite Debt 65:35
Asset Size(Cr) 571 (As on March 31, 2021)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment
Exit Load
Expense Ratio 2.46% (As on March, 2021)
Fund Manager Chirag Setalvad, Shobhit Mehrotra

Investment Returns (As on 07 May, 2021)

  • 3 Month 2.66%
  • 6 Month 22.31%
  • 1 Year 50.58%
  • 3 Year 10.33%
  • 5 Year 14.6%
Graph
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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-Equity Plan-Reg (G) 50.58% 10.33% 14.6%
Tata Retirement Savings Fund - Progressive Plan (G) 44.25% 7.45% 14.86%

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