3 Year return
9.55%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderately High Risk
Asset Under Management
₹161.42 Cr.
Expense Ratio
1.02% (inclusive of GST)
Exit Load
Nil
Tax Implications
Tax on gains as per your income tax bracket
Fund Holdings
HDFC Mutual Fund Managers
SM
Shobhit Mehrotra
Fund Manager since Jul 2007
Fund House Details
HDFC Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
HDFC Retirement Savings Fund Equity |
22.38% |
5 |
TATA Retirement Savings Fund Progressive |
18.55% |
4 |
HDFC Retirement Savings Fund Hybrid Equity |
16.86% |
5 |
Schemes by HDFC Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Wholesale Growth Direct Plan
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Quarterly IDCW Direct Plan Reinvestment
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Growth Direct Plan
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Wholesale IDCW Direct Plan Payout
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Wholesale Monthly IDCW Direct Plan Payout
About HDFC Retirement Savings Fund Hybrid Debt Plan Growth Direct Plan
HDFC Retirement Savings Fund Hybrid Debt Plan Growth Direct Plan is an open-ended hybrid mutual fund scheme available by HDFC Mutual Fund. It is a notified scheme that has a tax-saving feature and a lock-in period of 5 years or until retirement is reached (whichever arrives earlier). The fund is specially established to aid investors in planning for their retirement. The fund comprises investing in a blend of diverse equity (small-cap, large-cap, and mid-cap company stocks) and debt (low-risk and government securities), giving investors a potentially balanced portfolio.
Investment Objective of the Scheme
The HDFC Retirement Savings Fund Hybrid Debt Plan Growth Direct Plan’s main objective is the provision of long-term appreciation of capital via the investment of a balanced portfolio of debt and equity-oriented securities. The aim of the fund is to grow a retirement corpus for investors through equity and manage potential risk via debt. Basically, the fund aims at aiding investors in meeting their goals for retirement.
Key Features of The Fund
5-year return | 10.07% |
Expense Ratio | 1.02% |
Fund Manager | Shobhit Mehrotra |
Fund Size | ₹161.42 Cr |
Risk Profile | Moderately High |
Is This Scheme Right for Me?
In case you are an investor who is planning your finances for retirement, you may consider the HDFC Retirement Savings Fund Hybrid Debt Plan Growth Direct Plan. For investors with a medium risk appetite, such a fund may be considered in mutual fund investment. Nonetheless, before you make any decisions with regard to your investment, you may want to align your investment plans with your own financial goals.
AMC Contact Details
Name | HDFC Mutual Fund |
Launch Date | July 2000 |
Addresss | "HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020 |
Contact | 1800 3010 67671800 419 7676 |
hello@hdfcfund.com | |
Website | https://www.hdfcfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Choose the SIP Amount That Suits You the Best
FAQs
What is today's NAV of HDFC Retirement Savings Fund Hybrid Debt?
What is the AUM of HDFC Retirement Savings Fund Hybrid Debt?
What is the expense ratio of HDFC Retirement Savings Fund Hybrid Debt?
What are the returns of HDFC Retirement Savings Fund Hybrid Debt since inception?
What is the minimum SIP amount to invest in HDFC Retirement Savings Fund Hybrid Debt?
How do I invest in HDFC Retirement Savings Fund Hybrid Debt?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in HDFC Retirement Savings Fund Hybrid Debt?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in HDFC Retirement Savings Fund Hybrid Debt?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in HDFC Retirement Savings Fund Hybrid Debt?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.