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

HDFC Retirement Saving Equity Growth Direct Plan

NAV
₹52.9140
-0.16%
(3 Apr)
AUM
5,571 Cr
TER
0.85%
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
+6.7%
+6.5%
+6.3%
+6.1%
+5.8%
3Y
+14.9%
+19.0%
+19.6%
+17.1%
+15.8%
5Y
+23.6%
+32.5%
+33.8%
+25.5%
+27.8%
ALL
+16.8%
+20.1%
+20.5%
+16.5%
+11.4%
VOL
11.0%
14.2%
17.9%
14.0%
16.8%
TER
1.0%
0.8%
0.8%
0.9%
1.0%
AUM
₹1,485 Cr
₹5,571 Cr
₹982 Cr
₹705 Cr
₹2,849 Cr
INFO
1.53
1.41
1.14
1.18
0.68
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 28th Feb
Top holdings
Treps - Tri-Party Repo
9.5%
HDFC Bank Ltd
9.3%
ICICI Bank Ltd
6.9%
Axis Bank Ltd
4.0%
Reliance Industries Ltd
3.7%
Bharti Airtel Ltd
3.1%
Infosys Ltd
3.0%
Maruti Suzuki India Ltd
2.9%
Kotak Mahindra Bank Ltd
2.7%
State Bank of India
2.5%
Top industry exposure
Financial Services
32.1%
Industrials
13.3%
Consumer Cyclical
9.8%
Technology
8.1%
Healthcare
5.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
16%
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
Arun Agarwal
Srinivasan Ramamurthy
Dhruv Muchhal
Nandita Menezes

FAQs