HDFC Retirement Saving Fund
Mutual Fund
HDFC retirement saving fund
By Rajendra
Apr 8, 2023
Category
Retirement
Inception
Feb 25, 2016
Benchmark
Nifty 500
AUM - 2,697 Cr
Fund Manager
Srinivasan Ramamurthy & Shobhit Mehrotra
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
Scheme Performance Exit Load NIL
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
Scheme Performance Exit Load NIL
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
Scheme Performance Exit Load NIL
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