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Value Research Rating
As on 22-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
HDFC Retirement Savings Fund Equity Plan - Regular Plan
|
|
|
Very High
|
Please wait... |
1.88 |
|
|
|
Very High
|
Please wait... |
1.47 |
||
|
|
Very High
|
Please wait... |
1.59 |
||
 |
|
Very High
|
Please wait... |
1.75 |
||
|
|
Very High
|
Please wait... |
1.72 |
HDFC Retirement Savings Fund Equity Plan - Regular Plan is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Note that it carries a lock-in period of 5 years or till the investor attains retirement age, whichever is earlier. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains.
Mutual funds can be bought directly from the website of the fund house. For instance, HDFC Retirement Savings Fund Equity Plan - Regular Plan fund can be purchased from the website of HDFC Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of HDFC Retirement Savings Fund Equity Plan - Regular Plan is ₹37.5850 as of 23-Sep-2023.
The AUM of HDFC Retirement Savings Fund Equity Plan - Regular Plan Fund is ₹3,656 Cr as of 31-Aug-2023
The riskometer level of HDFC Retirement Savings Fund Equity Plan - Regular Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
6.85
|
|
|
5.38
|
|
|
3.73
|
|
|
3.42
|
|
|
2.92
|
As of 31-Aug-2023, HDFC Retirement Savings Fund Equity Plan - Regular Plan had invested 88.43% in Equity, 10.57% in Cash & Cash Eq. and 1% in Real Estate See More
HDFC Retirement Savings Fund Equity Plan - Regular Plan is 7 years 7 months old. It has delivered 19.09% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
22.75%
|
31.20%
|
17.98%
|
16.02%
|
--
|
19.09%
|
The minimum SIP amount of HDFC Retirement Savings Fund Equity Plan - Regular Plan is ₹100.
Yes, There is lock in period in HDFC Retirement Savings Fund Equity Plan - Regular Plan.
The expense ratio of HDFC Retirement Savings Fund Equity Plan - Regular Plan is 1.88%.
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