HDFC Retirement Savings Fund - Equity Plan - Growth Option - Direct Plan
Fund House: HDFC Mutual Fund| Category: Retirement Fund |
| Launch Date: 25-02-2016 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 0.74% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 6,473.06 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 11.75% | Exit Load: Upon completion of lock-in period: NIL |
57.043
0.44 (0.7643%)
20.57%
Benchmark: 12.54%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 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 8 Months
7 Years 4 Months
8 Years 1 Months
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 | 11.91 |
| Sharpe Ratio | 1.31 |
| Alpha | 5.71 |
| Beta | 0.8 |
| Yield to Maturity | - |
| Average Maturity | - |
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
18.88%
Others
11.08%
Large Cap
60.93%
Mid Cap
9.11%
