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HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan

4 Value Research
-0.64%
Change from previous, NAV as on Dec 06, 2019
Category: Hybrid: Aggressive Hybrid
Assets: R 349 crore (As on Oct 31, 2019)
Expense: 2.73% (As on Oct 31, 2019)
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Trailing Return


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Annual Return (%)
Annual Returns Quarterly Returns Monthly Returns Weekly Returns


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Best & Worst Performance Best (Period) Worst (Period)
Month 7.89   (Feb 29, 2016 - Mar 30, 2016) -8.19   (Sep 07, 2018 - Oct 09, 2018)
Quarter 14.60   (May 20, 2016 - Aug 19, 2016) -7.28   (Jun 04, 2019 - Sep 03, 2019)
Year 34.30   (Feb 26, 2016 - Feb 27, 2017) -4.16   (Aug 21, 2018 - Aug 22, 2019)
Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 10.44 10.13 0.46 0.73 0.88 -1.82
VR Balanced TRI 13.17 10.29 0.72 1.14 - -
Category 8.91 10.08 0.32 0.52 0.86 -3.23
Rank within Category 8 21 9 10 22 9
Number of funds in category 32 32 32 32 32 32
As on Nov 30, 2019. The Risk Measures have been calculated using calendar month returns for the last three years.
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 5.55 -0.64 -1.03 -0.48 5.24 -0.61 7.51 10.30 - - -
VR Balanced TRI 10.48 -0.71 -0.98 -0.30 7.63 1.73 12.92 13.34 - - -
Category 6.36 -0.60 -0.96 -0.18 6.68 1.67 8.86 8.68 - - -
Rank within Category 27 26 30 29 36 33 27 9 - - -
Number of funds in category 39 43 43 43 43 41 38 31 25 23 21
As on Dec 06, 2019