HDFC Retirement Savings Fund - Equity Plan - Regular Plan

• Alpha 2.95%
• Beta 0.94
• Sharpe Ratio1.38
• Std Deviation 11.49%
• Tracking Error 4.86%

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 - Equity Plan - Regular Plan has an AUM of 6474.07 crores & has delivered CAGR of 26.15% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.77%. The minimum investment in HDFC Retirement Savings Fund - Equity Plan - Regular Plan is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Treps - Tri-Party Repo, Hdfc Bank, Icici Bank & Reliance Industries.

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

Some of the similar funds are HDFC Retirement Savings Fund - Equity Plan - Regular Plan, Nippon India Retirement Fund - Wealth Creation Scheme - Regular Growth, Tata Retirement Savings Moderate Fund Growth, UTI Retirement Fund - Regular Plan, SBI Retirement Benefit Fund - Aggressive Plan Regular Growth. HDFC Retirement Savings Fund - Equity Plan - Regular Plan has a sharpe ratio of 1.38 & a standard deviation of 11.49%.