HDFC Retirement Savings Fund vs HDFC Retirement Savings Fund compare

HDFC Retirement Savings Fund - Equity Plan - Growth Option

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HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option

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Overview

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option
Fund	HDFC Retirement Savings Fund - Equity Plan - Growth Option	HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5555 Cr	₹1494 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	07 Feb 2016	01 Feb 2016
Category	Retirement Funds	Retirement Funds
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE India Bond Index
Turn Over	14.13%	9.03%
Expense Ratio	1.79	2.11
Manager	Dhruv Muchhal	Dhruv Muchhal
ISIN Code	INF179KB1MG8	INF179KB1MI4
Exits Load	Nil/365	Nil/365

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option
1 Month	-2.71%	-1.34%
6 Month	12.57%	10.92%
1 Year	31.94%	24.39%
3 Year	18.57%	14.14%
5 Year	23.95%	17.57%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option
6 Month	-	-
1 Year	19.7%	16.39%
3 Year	25.04%	19.42%
5 Year	26.28%	19.15%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option
1 Year	18.89%	14.7%
3 Year	18.78%	14.69%
5 Year	16.7%	14.17%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option
Standard Deviation	10.44%	7.89%
Sharp	1.4%	1.13%
Beta	0.76%	1.31%
Alpha	4.6%	10.23%

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Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option
Name	Dhruv Muchhal	Dhruv Muchhal
Total AUM	₹520687 Cr	₹520687 Cr
Fund Manage	40	40
	HDFC Retirement Savings Fund - Equity Plan - Growth Option	HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option
Others	7	29.46
Large Cap	58.86	46.08
Mid Cap	12.13	5.33
Small Cap	22.01	19.13

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option
Others	5.09	12.26
Automobiles	7.88	-
Petroleum Products	4.13	-
Finance	1.69	-
IT - Software	6.09	-
Transport Services	3.92	-
Construction	4.04	3.2
Healthcare Services	0.68	-
Banks	26.41	-
Realty	0.83	-
Leisure Services	1.21	-
Pharmaceuticals & Biotechnology	7.97	-
Ferrous Metals	1.4	-
Fertilizers & Agrochemicals	0.91	-
Personal Products	1.16	-
Paper, Forest & Jute Products	0.49	-
Agricultural Food & other Products	0.77	-
Industrial Products	3.48	-
Consumer Durables	3.02	-
IT - Services	0.83	-
Diversified FMCG	1.99	-
Aerospace & Defense	1.42	-
Insurance	3	1.12
Entertainment	0.58	-
Gas	0.53	-
Industrial Manufacturing	0.92	-
Capital Markets	1.16	-
Telecom - Services	2.86	-
Electrical Equipment	1.43	-
Commercial Services & Supplies	1.08	-
Power	0.95	-
Beverages	1.61	-
Auto Components	0.47	-
Sovereign	-	10.8
Energy	-	6.21
Technology	-	5.22
Healthcare	-	6.58
Financial	-	25.74
Capital Goods	-	7.16
Metals & Mining	-	1.48
Automobile	-	6.72
Consumer Staples	-	4.75
Materials	-	0.85
Services	-	2.94
Consumer Discretionary	-	1.73
Chemicals	-	0.81
Communication	-	2.43