HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.53
• Std Deviation 3.45%
• Tracking Error 0.00%

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.

The HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan has an AUM of 161.49 crores & has delivered CAGR of 7.41% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.16%. The minimum investment in HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Low & Moderate respectively.

The top holdings of the fund include Treps - Tri-Party Repo, 6.67% Govt Stock 2050, Tata Consultancy Services & Larsen & Toubro Ltd.

The major sectors where the fund is invested are Software & Programming, Regional Banks, Construction Services & Oil & Gas Operations.

Some of the similar funds are Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Growth, HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan, Tata Retirement Savings Conservative Fund Growth, Nippon India Retirement Fund - Income Generation Scheme - Regular Growth, SBI Retirement Benefit Fund - Conservative Plan Regular Growth. HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan has a sharpe ratio of 0.53 & a standard deviation of 3.45%.