HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan

Very High Risk •Retirement• Allocation

NAV (Tue Dec 24 2024)

₹42

Returns (Since Inception)

16.30%

Category Average

0.00%

Rating

Allocation and Holdings

Asset class

Weightage

Financial Services

18.08%

Communication Services

2.57%

Energy

2.45%

Technology

4.47%

Industrials

2.12%

Unknown

1.95%

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4.5

Overall rating

100K+Downloads

Scheme Information

Fund name

HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan

Minimum SIP

100

Risk Level

Very High Risk

AUM

₹1582.92 Cr

ISIN

INF179KB1MH6

Inception Date

Feb 25 2016

Standard Deviation

8.517

Beta

Sharpe Ratio

1.137

Benchmark

IISL Nifty 50 TR INR

Expense Ratio

0.920%

Exit Load

Not applicable

Risk

Very 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

₹1582.92 Cr

Website

www.hdfcfund.com

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HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan

Allocation and Holdings

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Scheme Information

About the AMC

Popular Hybrid Funds

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