FAQ : HDFC Retirement Savings Fund - Hybrid-Equity Plan - Regular Plan - Growth

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(%) 29.34 16.44 16.37 N/A
Average Rolling Returns(%) 16.03 13.51 13.18 N/A

The Current NAV of HDFC Retirement Savings Fund - Hybrid-Equity Plan - Regular Plan - Growth is ₹34.03.

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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of HDFC Retirement Savings Fund - Hybrid-Equity Plan - Regular Plan - Growth is currently ₹1,338 Crores.

The Top three stocks are ICICI Bank, HDFC Bank and Reliance Industries and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 29% 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 51% 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 : 69.38%, Debt : 29.64% and Gold : 0.98%

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

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