HDFC Retirement Savings Fund - Equity Plan - Regular Plan

Category: Retirement Fund
Launch Date: 25-02-2016
Asset Class: Equity
Benchmark: S&P BSE India Bond Index
Expense Ratio: 2.34% As on ( 31-07-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 723.37 Cr As on ( 31-08-2019)
Turn over: 5.78
NAV as on 23-09-2019

16.953

0.37 ( 2.1589% )

CAGR Since Inception

15.92%

S&P BSE India Bond Index 9.53%

PERFORMANCE of HDFC Retirement Savings Fund - Equity Plan - Regular Plan

Scheme Performance (%) Data as on - 23-09-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Retirement Savings Fund - Equity Plan - Regular Plan 3.21 8.5 - - 15.92
S&P BSE India Bond Index 15.93 8.1 9.81 8.84 9.53
Retirement Fund 4.78 6.66 9.43 8.36 7.39

Yearly Performance (%)

Fund Managers

Mr. Shobhit Mehrotra, Mr. Chirag Setalvad, Mr. Rakesh Vyas

He is an MBA from Clemson University, USA. Prior to joining HDFC AMC he has worked with Templeton AMC, and ICRA.

Investment Objective

The Scheme seeks to generate a corpus to provide for pension to an investor in the form of income to the extent of the redemption value of their holding after the age of 60 years by investing in a mix of securities comprising of equity, equity related instruments and/or Debt/Money Market instruments.

RETURNS CALCULATOR for HDFC Retirement Savings Fund - Equity Plan - Regular Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of HDFC Retirement Savings Fund - Equity Plan - Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Retirement Savings Fund - Equity Plan - Regular Plan - - 4.53 0.99 - -
Retirement Fund - - - - - -

PEER COMPARISION of HDFC Retirement Savings Fund - Equity Plan - Regular Plan

Period
Data as on - 23-09-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Retirement Savings Fund - Equity Plan - Regular Plan 25-02-2016 3.21 3.38 8.5 0.0 0.0
Tata Gilt Retirement Plan 28-2-25 Growth Option 29-09-2003 14.22 5.11 6.13 8.47 7.7
Reliance Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option 11-02-2015 12.46 4.38 5.2 0.0 0.0
Tata Retirement Savings Fund Regular Plan-Conservative Plan (Growth) 01-11-2011 7.9 4.23 6.55 8.51 0.0
HDFC Retirement Savings Fund - Hybrid - Debt Plan - Regular Plan 26-02-2016 7.1 4.48 6.35 0.0 0.0
Franklin India Pension Plan-Growth 31-03-1997 6.73 4.81 5.46 8.6 9.58
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 6.65 4.14 10.94 12.66 0.0
HDFC Retirement Savings Fund - Hybrid - Equity Plan - Regular Plan 01-02-2016 5.64 5.73 9.32 0.0 0.0
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) 01-11-2011 5.06 3.61 9.42 11.94 0.0
Principal Retirement Savings Fund- Conservative Plan - Regular Sub-Plan - Growth 14-12-2015 1.35 2.59 4.45 0.0 0.0

PORTFOLIO ANALYSIS of HDFC Retirement Savings Fund - Equity Plan - Regular Plan

Asset Allocation (%)

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