HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option

3
Retirement Fund NAV 26.5250 0 29 November, 2022
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option was previously known as

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

Fund Details

Category Retirement Fund
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 February, 2016
Benchmark NIFTY 50 Hybrid Composite Debt 65:35
Asset Size(Cr) 796.65 (As on 30-06-2022)
Turn over 12.48%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load Nil
Expense Ratio 2.42% (As on 31-05-2022)
Fund Manager Shobhit Mehrotra,Srinivasan Ramamurthy,Priya Ranjan

Investment Returns (As on 29 Nov, 2022)

Duration Returns Benchmark Category
1 W 0.28% 0.05% -0.3%
1 M 2.76% 1.41% 2.49%
3 M 2.01% 0.19% -3.56%
6 M 11.7% -0.4% -6.61%
1 Y 1.88% 2.18% 0.87%
2 Y 22.02% 3.12% 12.54%
3 Y 15.62% 5.78% 8.05%
5 Y 10.85% 6.74% 6.83%

Risk Mesasures (As on 29 Nov, 2022)

Std Dev Sharpe Beta Alpha
Fund 0 0.53 1.74 0.85
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 8.04%

Return Calculator

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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 - Growth Option 1.88% 15.62% 10.85%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option -5.33% 11.19% 8.51%
Franklin India Pension Plan-Growth -0.65% 6.28% 5.58%

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