HDFC Retirement Savings Fund - Hybrid-Equity Plan - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 29.49 | 16.76 | 15.05 | N/A |
Average Rolling Returns(%) | 16.19 | 13.56 | 13.27 | N/A |
The Current NAV of HDFC Retirement Savings Fund - Hybrid-Equity Plan - Regular Plan - Growth is ₹34.70.
It is better to invest in a fund with a longer track record as HDFC Retirement Savings Fund - Hybrid-Equity Plan - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 Hybrid Composite Debt 65:35 Index returns, as Funds portfolio is significantly different.
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Regular Plan - Growth fund’s expense ratio is 2.12%
The process for redemption is
The AUM of HDFC Retirement Savings Fund - Hybrid-Equity Plan - Regular Plan - Growth is currently ₹1,352 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Reliance Industries and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 30% of fund’s portfolio respectively.
Top three sectors of HDFC Retirement Savings Fund - Hybrid-Equity Plan - Regular Plan - Growth fund are BFSI, Others and Miscellaneous accounting for 52% of the total portfolio.
Since this is a Solution Oriented - Retirement Fund 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-Equity Plan - Regular Plan - Growth Fund is Solution Oriented - Retirement Fund.
Srinivasan Ramamurthy and Shobhit Mehrotra manage the HDFC Retirement Savings Fund - Hybrid-Equity Plan - Regular Plan - Growth Fund.
HDFC Retirement Savings Fund - Hybrid-Equity 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-Equity Plan - Regular Plan - Growth is Stocks : 68.53%, Debt : 30.50% and Gold : 0.96%
The minimum SIP amount for HDFC Retirement Savings Fund - Hybrid-Equity Plan - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for HDFC Retirement Savings Fund - Hybrid-Equity Plan - Regular Plan - Growth is NIL - Upon completion of Lock-in Period