HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option

Fund House: HDFC Mutual Fund
Category: Retirement Fund
Launch Date: 05-02-2016
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
TER: 2.14% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 154.7 Cr As on 28-02-2025(Source:AMFI)
Turn over: 13.1% | Exit Load: Nil

20.911

8.44%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Conservative TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 4 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks to generate a corpus to provide for pension to an investor in the form of income to the extent of the redemption value of their holding after the age of 60 years by investing in a mix of securities comprising of equity, equity related instruments and/or Debt/Money Market instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 3.65
Sharpe Ratio 0.33
Alpha 0.19
Beta 0.67
Yield to Maturity 7.23
Average Maturity 8.02

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option 05-02-2016 7.46 10.5 8.53 9.99 -
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 11.91 19.29 11.99 16.42 -
Axis Retirement Fund - Dynamic Plan - Regular Growth 05-12-2019 11.83 21.63 12.91 16.19 -
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 10.98 21.03 11.53 16.78 -
UTI Retirement Fund - Regular Plan 26-12-1994 10.34 15.64 11.78 16.85 9.19
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 9.58 20.07 12.67 19.44 11.23
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 9.29 19.84 12.33 18.53 -
HDFC Retirement Savings Fund - Equity Plan - Growth Option 07-02-2016 9.06 23.98 18.97 31.22 -
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 05-02-2015 8.9 25.94 16.38 26.31 10.51
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 01-11-2011 8.75 22.14 13.43 21.15 12.01

Scheme Characteristics

Scheme having a lock-in for at least 5 years or till retirement age whichever is earlier.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

5.55%

Others

79.87%

Large Cap

28.69%

Mid Cap

0.97%

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