HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.89
• Std Deviation 8.43%
• 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 Equity Plan - Regular Plan has an AUM of 1744.00 crores & has delivered CAGR of 12.80% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.07%. The minimum investment in HDFC Retirement Savings Fund - Hybrid 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 Moderate & Exceptional respectively.

The top holdings of the fund include Treps - Tri-Party Repo, HDFC Bank, ICICI Bank & Bajaj Finance Limited.

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

Some of the similar funds are HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan, Tata Retirement Savings Progressive Fund Growth, Tata Retirement Savings Moderate Fund Growth, SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Growth, ICICI Prudential Retirement Fund Pure Equity Plan Regular Growth. HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan has a sharpe ratio of 0.89 & a standard deviation of 8.43%.