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Hdfc Retirement Savings Fund Hybrid Debt Plan Growth Direct Plan
NAV (Apr 26,2024)
Introducing HDFC Retirement Savings Fund, a Hybrid-Debt Plan designed to help you grow your savings for a secure future. With a minimum investment of ₹100, you can unlock the benefits of this plan, which offers a low expense ratio of 0.94%. Established on February 25, 2016, this Growth - Direct Plan provides you with a lock-in period of 5 years. Start investing today and secure your retirement with HDFC.
Hdfc Retirement Savings Fund Hybrid Debt Plan Growth Direct Plan Latest Trend
- 1M
- 2M
- 3M
Hdfc Retirement Savings Fund Hybrid Debt Plan Growth Direct Plan Latest Trend
Risk Ratios
- P/E Ratio0
- P/B Ratio0
- Alpha0
- Beta0
- Sharpe0.23
- Sortino0.41
Fund Overview
0.94%
0%
No Lock-in
₹ 156.20 Cr
SIP ₹100.00
Scheme Riskometer
Investors understand that their principal will be at
Moderately High
Investment Return Calculator
as on Apr 28, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,317.05 (3.17%) | ₹ 10,900.66 (9.01%) | ₹ 11,395.68 (13.96%) | ₹ 13,209.97 (32.10%) | ₹ 16,013.92 (60.14%) |
₹ 30,000 | ₹ 30,951.15 (3.17%) | ₹ 32,701.98 (9.01%) | ₹ 34,187.04 (13.96%) | ₹ 39,629.91 (32.10%) | ₹ 48,041.76 (60.14%) |
₹ 50,000 | ₹ 51,585.25 (3.17%) | ₹ 54,503.3 (9.01%) | ₹ 56,978.4 (13.96%) | ₹ 66,049.85 (32.10%) | ₹ 80,069.6 (60.14%) |
₹ 80,000 | ₹ 82,536.4 (3.17%) | ₹ 87,205.28 (9.01%) | ₹ 91,165.44 (13.96%) | ₹ 1,05,679.76 (32.10%) | ₹ 1,28,111.36 (60.14%) |
₹ 1,00,000 | ₹ 1,03,170.5 (3.17%) | ₹ 1,09,006.6 (9.01%) | ₹ 1,13,956.8 (13.96%) | ₹ 1,32,099.7 (32.10%) | ₹ 1,60,139.2 (60.14%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- GOI MAT27.32%
- Dr Reddys Laboratories Ltd8.48%
- TREPS Tri party Repo8.39%
- Tata Consultancy Services Ltd8.18%
- Mahindra Rural Housing Finance Ltd6.43%
- TMF Holdings Ltd Perpetual Perpetual6.30%
- HDFC Bank Ltd5.07%
- Indian Railways Finance Corp Ltd3.32%
- Larsen and Toubro Ltd2.87%
- Reliance Industries Ltd2.36%
- Net Current Assets2.15%
- ICICI Bank Ltd2.10%
- Bharti Airtel Ltd1.18%
- Infosys Limited0.96%
- State Bank of India0.94%
- Axis Bank Ltd0.87%
- ITC Ltd0.82%
- United Spirits Limited0.69%
- Power Finance Corporation Ltd0.68%
- Torrent Pharmaceuticals Ltd0.67%
- ICICI Lombard General Insurance Co0.65%
- Maruti Suzuki India Limited0.65%
- Voltamp Transformers Ltd0.62%
- Hindustan Aeronautics Limited0.53%
- Vesuvius India Ltd0.53%
- Transport Corporation of India Ltd0.52%
- SBI Life Insurance Company Ltd0.48%
- Gujarat State Petronet Ltd0.46%
- Global Health Limited0.42%
- Gujarat Pipavav Port Ltd0.41%
- Finolex Cables Ltd0.38%
- Bayer Cropscience Ltd0.37%
- Kalpataru Projects International Ltd0.34%
- Gateway Distriparks Limited0.32%
- Hindustan Petroleum Corp Ltd0.30%
- The Anup Engineering Limited0.30%
- Power Grid Corporation of India Ltd0.28%
- Goodyear India Ltd0.28%
- Symphony Ltd0.27%
- City Union Bank Ltd0.26%
- Sanofi India Limited0.26%
- Balrampur Chini Mills Ltd0.23%
- Lumax Industries Ltd0.23%
- STERLING TOOLS LIMITED0.20%
- Alembic Pharmaceuticals Limited0.19%
- Redington Ltd0.19%
- PVR LIMITED0.17%
- Popular Vehicles and Services Limited0.16%
- Insecticides India Ltd0.13%
- Oriental Carbon & Chemicals Ltd0.11%
- Miscellaneous27.31%
- IT - Software9.14%
- Bank - Private5.26%
- Refineries1.45%
- Insurance1.13%
- Bank - Public0.94%
- Logistics0.84%
- Cigarettes/Tobacco0.82%
- Electric Equipment0.62%
- Defence0.53%
- Refractories0.53%
- Port0.41%
- Cable0.38%
- Tyres & Allied0.28%
- Sugar0.23%
- Auto Ancillary0.23%
- Fasteners0.20%
- Trading0.19%
- Chemicals0.11%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
ICICI Prudential Retirement Fund - Pure Equity Plan - Growth | OTHER | Very High | 45.97% |
Nippon India Retirement Fund - Wealth Creation Scheme - Growth | OTHER | Very High | 38.13% |
Bandhan Retirement Fund - Regular Plan - IDCW | OTHER | Very High | 31.84% |
Union Retirement Fund - Regular Plan - Growth | OTHER | Very High | 30.65% |
Tata Retirement Savings Fund Moderate Plan - Growth | OTHER | Very High | 25.84% |
UTI Retirement Fund | OTHER | High | 25.17% |
Franklin India Pension Plan - Growth | OTHER | Moderately High | 24.47% |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | OTHER | Very High | 21.43% |
LIC MF Unit Linked Insurance Scheme | OTHER | Very High | 17.94% |
Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth | OTHER | Very High | 17.92% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ICICI Prudential Retirement Fund - Pure Equity Plan - Growth | OTHER | Very High | 47.95% |
Nippon India Retirement Fund - Wealth Creation Scheme - Growth | OTHER | Very High | 44.65% |
Union Retirement Fund - Regular Plan - Growth | OTHER | Very High | 35.99% |
Tata Retirement Savings Fund Moderate Plan - Growth | OTHER | Very High | 31.87% |
Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth | OTHER | Very High | 31.62% |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | OTHER | Very High | 27.85% |
Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth | OTHER | Very High | 26.68% |
LIC MF Unit Linked Insurance Scheme | OTHER | Very High | 20.23% |
UTI Retirement Fund | OTHER | High | 19.86% |
Franklin India Pension Plan - Growth | OTHER | Moderately High | 19.18% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ICICI Prudential Retirement Fund - Pure Equity Plan - Growth | OTHER | Very High | 27.04% |
Nippon India Retirement Fund - Wealth Creation Scheme - Growth | OTHER | Very High | 21.27% |
Tata Retirement Savings Fund Moderate Plan - Growth | OTHER | Very High | 14.72% |
UTI Retirement Fund | OTHER | High | 13.29% |
LIC MF Unit Linked Insurance Scheme | OTHER | Very High | 13.04% |
Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth | OTHER | Very High | 11.44% |
Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth | OTHER | Very High | 11.19% |
Franklin India Pension Plan - Growth | OTHER | Moderately High | 9.57% |
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth | OTHER | Moderate | 8.19% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Nippon India Retirement Fund - Wealth Creation Scheme - Growth | OTHER | Very High | 13.44% |
Tata Retirement Savings Fund Moderate Plan - Growth | OTHER | Very High | 13.21% |
LIC MF Unit Linked Insurance Scheme | OTHER | Very High | 12.55% |
UTI Retirement Fund | OTHER | High | 10.74% |
Franklin India Pension Plan - Growth | OTHER | Moderately High | 9.15% |
Fund Managers
Mr. Srinivasan RamamurthyFund Manager
Mr. Shobhit MehrotraSenior Fund Manager - Fixed Income & Head of Credit
Mr. Shobhit Mehrotra has collective experience of over 20 years in Fixed Income markets, Fixed Income dealing and credit rating etc. He is with HDFC AMC since Feb 2004. Prior to this he has worked with Templeton Asset Management (India) Pvt Ltd. And ICRA Ltd.
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HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth - Direct Plan
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HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth - Direct Plan
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HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth - Direct Plan
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth - Direct Plan
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth - Direct Plan
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth - Direct Plan
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth - Direct Plan
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