Mutual Fund

HDFC retirement saving fund

By Rajendra

Apr 8, 2023

Category 

Retirement

Inception

Feb 25, 2016

Benchmark

Nifty 500

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AUM  - 2,697 Cr

Fund Manager

Srinivasan Ramamurthy & Shobhit Mehrotra

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HDFC Retirement Saving Fund -Equity Plan

Long term investment vehicle targeting retirement corpus for you

Top 5 Holding

ICICI Bank

HDFC Bank

Infosys

Reliance

HDFC

5.07

5.04

4.41

3.05

2.84

Total  -  20.41

–Equity Plan –Hybrid Equity Plan –Hybrid Debt Plan

Choice of 3 Plans –

Depending on age & risk profile

Bank

Industrial Product

Pharma

Top 5 Sector

17.26

5.87

5.19

5.00

4.56

Consumer Durable

IT

Investment in the scheme qualify for benefits U/s 80 C of the IT Act, 1961

80 C -Tax Benefit

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Scheme Performance

Exit Load

NIL

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Benchmark - NIFTY 500 

1 Year

3 Year

5 Year

Period

Returns

12.92%

23.42%

12.70%

5 Year lock-in period

Equity Plan

Retirement is about planning for 30 years of retired life and should be a top priority while planning finances

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Scheme Performance

Exit Load

NIL

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Benchmark - NIFTY 50  Hybrid 65:35 

1 Year

3 Year

5 Year

Period

Returns

9.32%

15.96%

10.41%

5 Year lock-in period

Hybrid Equity Plan

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Scheme Performance

Exit Load

NIL

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Benchmark - NIFTY 50  Hybrid 15:85 

1 Year

3 Year

5 Year

Period

Returns

4.53%

7.08%

6.34%

5 Year lock-in period

Hybrid Debt Plan