HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option
Fund House: HDFC Mutual Fund| Category: Retirement Fund |
| Launch Date: 01-02-2016 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index |
| TER: 2.07% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,672.73 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: 12.88% | Exit Load: Upon completion of lock-in period: NIL |
38.971
0.09 (0.2412%)
15.28%
Benchmark: 12.38%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
4 Years 11 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 investment objective of the Investment Plans under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity and debt instruments to help investors meet their retirement goals.There is no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 8.82 |
| Sharpe Ratio | 0.91 |
| Alpha | 6.94 |
| Beta | 0.16 |
| Yield to Maturity | 7.01 |
| Average Maturity | 4.74 |
PEER COMPARISON
Scheme Characteristics
Scheme having a lock-in for at least 5 years or till retirement age whichever is earlier.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
18.56%
Others
30.24%
Large Cap
47.53%
Mid Cap
3.67%
