HDFC Retirement Savings Fund
100
Min SIP
100
Min Lumpsum
0.76 %
Expense Ratio
Rating
2,964
Fund Size (in Cr)
7 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 25.8% | 37.9% | 16.4% | 19.9% | ||||
| Category Average | 15.6% | 29.7% | 12.3% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
HDFC Bank
Infosys
Reliance Industr
St Bk of India
Others
Advance Ratio
0.85
Alpha
4.01
SD
0.85
Beta
0.65
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
The Scheme is 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.
Fund Managers
Srinivasan Ramamurthy - Fund Manager
Mr Srinivasan Ramamurthy is an engineer by qualification from Jadavpur University and has completed his MBA from IIM – Calcutta. Before joining HDFC Asset Management Company Limited, he worked with other known fund houses, including Mahindra Mutual Fund, IDBI Federal Life Insurance, IIFL Capital Limited, Maybank Kim Eng, Credit Suisse and KPMG Advisory. He manages 19 schemes in total with an AUM of ₹11,782 Cr.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Solution Oriented .
- Retirement .
-
- 162
-
9.2%Fund Size - 162
-
9.4%Fund Size - 162
-
7.6%Fund Size - 162
-
- Solution Oriented .
- Retirement .
-
- 170
-
12.5%Fund Size - 170
-
8.5%Fund Size - 170
-
8.4%Fund Size - 170
-
- Solution Oriented .
- Retirement .
-
- 251
-
14.3%Fund Size - 251
-
33.5%Fund Size - 251
-
-Fund Size - 251
-
- Solution Oriented .
- Retirement .
-
- 2,307
-
17.7%Fund Size - 2,307
-
29.3%Fund Size - 2,307
-
8%Fund Size - 2,307
-
- Solution Oriented .
- Retirement .
-
- 992
-
21%Fund Size - 992
-
26.9%Fund Size - 992
-
13.5%Fund Size - 992
AMC Contact Details
HDFC Mutual Fund
AUM:
4,18,852 Cr
Address:
HDFC House, 2nd Flr, H.T.Parekh Marg,
165-166, Backbay Reclamation,
Churchgate, Mumbai - 400 020.
Contact:
022 - 6631 6333
Email ID:
cliser@hdfcfund.com
Frequently Asked Questions
How to invest in HDFC Retirement Savings Fund ?
You can invest in HDFC Retirement Savings Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HDFC Retirement Savings Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HDFC Retirement Savings Fund ?
The NAV of HDFC Retirement Savings Fund is ₹37.3 as of 26 May 2023.
How to redeem HDFC Retirement Savings Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of HDFC Retirement Savings Fund?
The minimum SIP amount of HDFC Retirement Savings Fund is ₹100
What are the top sectors HDFC Retirement Savings Fund has invested in??
The top sectors HDFC Retirement Savings Fund has invested in are
- ICICI Bank - 5.57%
- HDFC Bank - 5.12%
- Infosys - 3.59%
- Reliance Industr - 3.51%
- St Bk of India - 2.93%
How much returns have HDFC Retirement Savings Fund generated ?
The HDFC Retirement Savings Fund has delivered 19.9% since inception
What is the expense ratio of HDFC Retirement Savings Fund ?
The expense ratio of HDFC Retirement Savings Fund is 0.76 % as of 26 May 2023.
What is the AUM of HDFC Retirement Savings Fund?
The AUM of HDFC Retirement Savings Fund is ₹4,18,852 Cr as of 26 May 2023
What are the top stock holdings of HDFC Retirement Savings Fund?
The top stock holdings of HDFC Retirement Savings Fund are
- ICICI Bank - 5.57%
- HDFC Bank - 5.12%
- Infosys - 3.59%
- Reliance Industr - 3.51%
- St Bk of India - 2.93%