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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 - Hybrid Debt Plan - Direct Plan
|
|
|
Moderately High
|
Please wait... |
0.99 |
|
 |
|
Moderately High
|
Please wait... |
0.61 |
||
|
|
Moderately High
|
Please wait... |
0.92 |
||
|
|
Moderately High
|
Please wait... |
1.30 |
||
|
|
Moderately High
|
Please wait... |
0.45 |
The Scheme seeks to provide long-term capital appreciation / income by investing in a mix of equity and debt instruments to help investors meet their retirement goals.
Mutual funds can be bought directly from the website of the fund house. For instance, HDFC Retirement Savings Fund - Hybrid Debt Plan - Direct 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 - Hybrid Debt Plan - Direct Plan is ₹20.3236 as of 24-Sep-2023.
The AUM of HDFC Retirement Savings Fund - Hybrid Debt Plan - Direct Plan Fund is ₹155 Cr as of 31-Aug-2023
The riskometer level of HDFC Retirement Savings Fund - Hybrid Debt Plan - Direct Plan is Moderately High. See More
| Company | Percentage of Portfolio |
|---|---|
|
2.22
|
|
|
1.67
|
|
|
1.18
|
|
|
1.02
|
|
|
0.93
|
As of 31-Aug-2023, HDFC Retirement Savings Fund - Hybrid Debt Plan - Direct Plan had invested 60.62% in Debt, 23.27% in Equity and 16.11% in Cash & Cash Eq. See More
HDFC Retirement Savings Fund - Hybrid Debt Plan - Direct Plan is 7 years 7 months old. It has delivered 9.81% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
10.65%
|
10.26%
|
9.20%
|
8.78%
|
--
|
9.81%
|
The minimum SIP amount of HDFC Retirement Savings Fund - Hybrid Debt Plan - Direct Plan is ₹100.
Yes, There is lock in period in HDFC Retirement Savings Fund - Hybrid Debt Plan - Direct Plan.
The expense ratio of HDFC Retirement Savings Fund - Hybrid Debt Plan - Direct Plan is 0.99%.
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