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

HDFC Retirement Saving Equity Growth Direct Plan

NAV
₹55.2760
-1.46%
(20 Dec)
AUM
6,009 Cr
TER
0.71%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above 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
+31.5%
+28.2%
+27.4%
+25.0%
+22.0%
3Y
+24.4%
+20.5%
+18.2%
+19.8%
+21.8%
5Y
+25.7%
+20.4%
+18.4%
+18.1%
+25.4%
ALL
+23.2%
+18.8%
+17.3%
+12.8%
+21.6%
VOL
17.9%
14.0%
15.4%
16.8%
14.3%
TER
0.7%
0.9%
0.5%
1.0%
0.7%
AUM
₹1,017 Cr
₹691 Cr
₹2,089 Cr
₹3,336 Cr
₹6,009 Cr
INFO
1.29
1.34
1.12
0.76
1.51
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 Oct
Top holdings
HDFC Bank Ltd
8.4%
Treps - Tri-Party Repo
7.3%
ICICI Bank Ltd
6.7%
Axis Bank Ltd
3.5%
Reliance Industries Ltd
3.3%
Infosys Ltd
3.2%
Bharti Airtel Ltd
3.0%
State Bank of India
2.7%
HCL Technologies Ltd
2.5%
Kotak Mahindra Bank Ltd
2.3%
Top industry exposure
Financial Services
30.9%
Industrials
15.7%
Consumer Cyclical
10.3%
Technology
8.7%
Healthcare
7.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
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