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

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Retirement Fund NAV 16.528 0.115 22 July, 2019
  • 11.4%
  • 6Y 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) 303.29 (As on June 30, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment
Exit Load 0
Expense Ratio 2.62% (As on June 30, 2019)
Fund Manager Chirag Setalvad (2.7), Rakesh Vyas (2.7), Shobhit Mehrotra (2.7)

Investment Returns (As on 22 Jul, 2019)

  • 3 Month -1.21%
  • 6 Month 3.71%
  • 1 Year 6.85%
  • 3 Year 11.4%
  • 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) 6.85% 11.4% %
Tata Retirement Savings Fund - Progressive Plan (G) -2.11% 11.76% 12.95%

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