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

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Retirement Fund NAV 16.398 -0.116 17 May, 2019
  • 13.61%
  • 5Y 6M

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) 255.86 (As on Mar 31, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment
Exit Load 0
Expense Ratio 2.82% (As on Mar 31, 2019)
Fund Manager Chirag Setalvad (2.7), Rakesh Vyas (2.7), Shobhit Mehrotra (2.7)

Investment Returns (As on 17 May, 2019)

  • 3 Month 4.85%
  • 6 Month 4%
  • 1 Year 2.44%
  • 3 Year 13.61%
  • 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-Equity Plan-Reg (G) 2.44% 13.61% %
Tata Retirement Savings Fund - Progressive Plan (G) -11.03% 13.95% 17.73%

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