HDFC Retirement Savings Fund - Equity Plan - Growth Option
Fund House: HDFC Mutual Fund| Category: Retirement Fund |
| Launch Date: 07-02-2016 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.78% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 5,970.04 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 11.75% | Exit Load: Nil |
48.446
0.18 (0.3715%)
19.8%
Benchmark: 12.6%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 10 Months
7 Years 10 Months
8 Years 5 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme seeks to generate a corpus to provide for pension to an investor in the form of income to the extent of the redemption value of their holding after the age of 60 years by investing in a mix of securities comprising of equity, equity related instruments and/or Debt/Money Market instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 11.21 |
| Sharpe Ratio | 1.1 |
| Alpha | 5.08 |
| Beta | 0.8 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Scheme having a lock-in for at least 5 years or till retirement age whichever is earlier.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
21.49%
Others
7.31%
Large Cap
60.19%
Mid Cap
11.01%
