HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan

Moderately High risk •Retirement• Allocation

NAV (Fri Dec 06 2024)

₹21

Returns (Since Inception)

8.47%

Category Average

0.00%

Rating

Allocation and Holdings

Asset class

Weightage

Unknown

39.33%

Technology

8.52%

Industrials

4.33%

Energy

3.91%

Get your personalized mutual fund portfolio in 2 minutes.

4.5

Overall rating

100K+Downloads

Scheme Information

Fund name

HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan

Minimum SIP

100

Risk Level

Moderately High risk

AUM

₹160.47 Cr

ISIN

INF179KB1MK0

Inception Date

Feb 26 2016

Standard Deviation

3.416

Beta

Sharpe Ratio

0.568

Benchmark

IISL Nifty 50 TR INR

Expense Ratio

2.140%

Exit Load

NIL

Risk

Moderately High risk

Investment Objective

The investment objective of the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity and debt instruments to help investors meet their retirement goals. There is no assurance that the investment objective of the Scheme will be realized.

Fund Managers

Shobhit Mehrotra

Chirag Setalvad

Sankalp Baid

About the AMC

HDFC Asset Management Co Ltd

Phone Number

+91 22 66316333

Email Address

cliser@hdfcfund.com

Corporate Office Address

HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate,

Overall AUM

₹160.47 Cr

Website

www.hdfcfund.com

Popular Hybrid Funds

View all funds

HDFC Arbitrage Fund Wholesale Plan Growth

5.21% (5Y)

HDFC Gilt Fund Growth

6.14% (5Y)

HDFC Income Fund Growth

5.54% (5Y)

HDFC Infrastructure Fund -Direct Plan - Growth Option

27.46% (5Y)

HDFC Dynamic PE Ratio Fund of Funds- Plan A Growth

16.27% (5Y)

Popular Allocation funds

View all Funds

Franklin India Equity Advantage Fund Direct Growth

Very High Risk •Large & Mid-Cap• Equity

₹3517.97 Cr

16.84%

SBI PSU Regular Growth

Very High Risk •Equity - Other• Equity

₹4686.10 Cr

38.49%

Nippon India Equity Hybrid Fund - Direct Plan - Growth Option

Very High Risk •Aggressive Allocation• Allocation

₹3850.47 Cr

18.03%

Nippon India ELSS Tax Saver Fund Direct Plan - Growth Option

Very High Risk •ELSS (Tax Savings)• Equity

₹15665.55 Cr

21.13%

Nippon India Multi Cap Fund - Direct Plan - Growth

Very High Risk •Multi-Cap• Equity

₹39000.80 Cr

28.93%

Expert designed mutual fund portfolios

Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns.

HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan

Allocation and Holdings

Get your personalized mutual fund portfolio in 2 minutes.

Scheme Information

About the AMC

Popular Hybrid Funds

Popular Allocation funds

Expert designed mutual fund portfolios

subscribe to The Sunday Investor & impress your coworkers with your finance insights

It’s Time to Grow Your Wealth

subscribe to The Sunday Investor & impress
your coworkers with your finance insights