- Mutual Funds
- HDFC Mutual Fund
- HDFC Retirement Savings Fund - Hybrid Debt Plan Regular Growth
HDFC Retirement Savings Fund - Hybrid Debt Plan Regular Plan Growth
₹ 21.0128
NAV (Oct 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 21.0128
NAV (Oct 15)
Fund Returns
Last 1Y | 14.3% |
Last 3Y | 8.6% |
Last 5Y | 9.4% |
Last 10Y | NA |
Since Inception | 9% |
6 Month CAGR | 7% |
Scheme Information
The Scheme seeks to provide long-term capital appreciation / income by investing in a mix of equity and debt instruments to help investors meet their retirement goals.
Expense Ratio | 2.14 |
Launched (0y ago) | 2.14 |
AUM in Crores | 163.2 |
ISIN | INF179KB1MK0 |
Lock-in | 1825 |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 3.3 |
Beta | 0.5 |
Sharpe Ratio | 0.9 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Retirement Savings Fund - Hybrid Debt Plan (G) | 9,20,593 | 1,87,981 | 9.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
12.3%Others
12.3%Tata Consultancy Services Ltd.
9%GOI
8.9%Mahindra Rural Housing Finance Ltd.
6.3%Allocation by Sector
Financial
6.8%Capital Goods
3.2%Healthcare
2.3%Energy
2.3%Consumer Staples
2.1%Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,200 cr | ||
₹ 2,123 cr | ||
₹ 26,417 cr | ||
₹ 4,523 cr | ||
₹ 8,029 cr |
About the AMC
HDFC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.7% | 5.9% | ||
15.2% | 6.7% | ||
20.6% | 13.3% | ||
6.5% | 7.8% | ||
6% | 8.1% |
HDFC Retirement Savings Fund - Hybrid Debt Plan Regular Plan Growth Review
HDFC Retirement Savings Fund - Hybrid Debt Plan Regular Plan Growth is a Retirement Fund Others fund and has delivered an annualised return of 8.96% over a period of 8 years. The fund is managed by HDFC Mutual Fund. The fund managers are Dhruv Muchhal, Shobhit Mehrotra, Srinivasan Ramamurthy.
Nav of HDFC Retirement Savings Fund - Hybrid Debt Plan as of 10/15/2024 is ₹21.01 with the total AUM as of 10/16/2024 is ₹163.2103. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Retirement Savings Fund - Hybrid Debt Plan was launched on 2016-02-26. The category risk of the fund is Below Average.
The minimum SIP amount for HDFC Retirement Savings Fund - Hybrid Debt Plan Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is HDFC Retirement Savings Fund - Hybrid Debt Plan?
How to invest in HDFC Retirement Savings Fund - Hybrid Debt Plan?
You can invest in HDFC Retirement Savings Fund - Hybrid Debt Plan Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Retirement Savings Fund - Hybrid Debt Plan?
The minimum sip amount for HDFC Retirement Savings Fund - Hybrid Debt Plan Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Retirement Savings Fund - Hybrid Debt Plan Regular Plan good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Retirement Savings Fund - Hybrid Debt Plan Regular Plan Growth?
The expense ratio of the HDFC Retirement Savings Fund - Hybrid Debt Plan Regular Growth is 2.14% for regular plan.
What is the NAV of HDFC Retirement Savings Fund - Hybrid Debt Plan?
Today's HDFC Retirement Savings Fund - Hybrid Debt Plan Regular Growth NAV is ₹21.01.