HDFC Retirement Saving Equity Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

HDFC Retirement Saving Equity Growth Direct Plan

NAV
₹53.7990
-0.32%
(17 Jan)
AUM
6,049 Cr
TER
0.75%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+20.4%
+19.8%
+18.6%
+16.9%
+14.7%
3Y
+19.4%
+13.9%
+16.5%
+14.9%
+17.7%
5Y
+23.7%
+16.7%
+18.7%
+16.0%
+23.3%
ALL
+21.7%
+16.6%
+17.5%
+12.0%
+20.8%
VOL
17.9%
15.4%
14.0%
16.8%
14.3%
TER
0.7%
0.5%
0.6%
1.0%
0.8%
AUM
₹1,063 Cr
₹2,122 Cr
₹747 Cr
₹3,286 Cr
₹6,049 Cr
INFO
1.21
1.08
1.25
0.72
1.46
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HDFC Retirement Saving Equity (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Treps - Tri-Party Repo
9.7%
HDFC Bank Ltd
8.8%
ICICI Bank Ltd
6.6%
Axis Bank Ltd
3.5%
Infosys Ltd
3.4%
Reliance Industries Ltd
3.0%
Bharti Airtel Ltd
2.9%
HCL Technologies Ltd
2.7%
State Bank of India
2.6%
Kotak Mahindra Bank Ltd
2.4%
Top industry exposure
Financial Services
30.6%
Industrials
15.0%
Consumer Cyclical
9.9%
Technology
9.5%
Healthcare
6.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
1415%
Lock-in period
5Y
Exit load
No exit load
Fund objective
The investment objective of the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity and debt instruments to help investors meet their retirement goals. There is no assurance that the investment objective of the Scheme will be realized.
Fund manager(s)
Shobhit Mehrotra
Srinivasan Ramamurthy
Dhruv Muchhal

FAQs