HDFC Retirement Savings Fund - Hybrid-Debt Plan - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 0.67 | 6.97 | 6.53 | 6.71 |
| Average Rolling Returns(%) | 8.56 | 7.95 | 8.01 | 7.87 |
The Current NAV of HDFC Retirement Savings Fund - Hybrid-Debt Plan - Regular Plan - Growth is ₹21.57.
It is better to invest in a fund with a longer track record as HDFC Retirement Savings Fund - Hybrid-Debt Plan - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Regular Plan - Growth fund’s expense ratio is 2.16%
The process for redemption is
The AUM of HDFC Retirement Savings Fund - Hybrid-Debt Plan - Regular Plan - Growth is currently ₹154 Crores.
The Top three stocks are Larsen & Toubro, Reliance Industries and TCS and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 27% of fund’s portfolio respectively.
Top three sectors of HDFC Retirement Savings Fund - Hybrid-Debt Plan - Regular Plan - Growth fund are Others, Miscellaneous and BFSI accounting for 71% of the total portfolio.
Since this is a Solution Oriented - Retirement Fund - Debt it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of HDFC Retirement Savings Fund - Hybrid-Debt Plan - Regular Plan - Growth Fund is Solution Oriented - Retirement Fund - Debt.
Srinivasan Ramamurthy and Anupam Joshi manage the HDFC Retirement Savings Fund - Hybrid-Debt Plan - Regular Plan - Growth Fund.
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Regular Plan - Growth current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of HDFC Retirement Savings Fund - Hybrid-Debt Plan - Regular Plan - Growth is Stocks : 36.76%, Debt : 63.26% and Gold : 0%
The minimum SIP amount for HDFC Retirement Savings Fund - Hybrid-Debt Plan - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for HDFC Retirement Savings Fund - Hybrid-Debt Plan - Regular Plan - Growth is NIL - Upon completion of Lock-in Period
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