HDFC Retirement Savings Fund vs HDFC Retirement Savings Fund compare

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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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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Very High Risk
Asset Size (Cr)	₹5897 Cr	₹1551 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	26 Feb 2016	26 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	1.77	2.08
Manager	Dhruv Muchhal	Dhruv Muchhal
ISIN Code	INF179KB1MG8	INF179KB1MI4
Exits Load	Data not available./365	Data not available./365

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option
1 Month	-2.96%	-2.34%
6 Month	-9.29%	-6.6%
1 Year	5.82%	4.49%
3 Year	18.04%	13.68%
5 Year	21.09%	15.08%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option
6 Month	-	-
1 Year	-6.7%	-4.74%
3 Year	16.15%	12.5%
5 Year	21.03%	15.02%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option
1 Year	19.02%	14.77%
3 Year	18.79%	14.64%
5 Year	16.85%	14.39%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option
Standard Deviation	11.497%	8.806%
Sharp	0.968%	0.8%
Beta	-	-
Alpha	-	-

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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	7.31	27.68
Large Cap	60.19	44.64
Mid Cap	11.01	6.5
Small Cap	21.49	21.18

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option
Others	7.31	27.68
Petroleum Products	4.24	3.25
Finance	1.36	0.51
IT - Software	7.08	5.51
Transport Services	5.05	0.75
Construction	3.86	3.05
Healthcare Services	0.51	0.74
Banks	25.33	21.04
Realty	0.86	0.88
Leisure Services	0.93	0.34
Pharmaceuticals & Biotechnology	6.8	5.5
Automobiles	6.92	3.96
Ferrous Metals	1.68	0.66
Fertilizers & Agrochemicals	0.81	0.63
Personal Products	1.01	0.81
Paper, Forest & Jute Products	0.48	0.4
Agricultural Food & other Products	0.63	0.56
Industrial Products	2.69	2.62
Consumer Durables	3.68	1.78
IT - Services	0.55	0.47
Diversified FMCG	2.13	1.86
Insurance	2.98	2.16
Entertainment	0.59	0.5
Gas	0.65	0.74
Aerospace & Defense	0.62	1.43
Industrial Manufacturing	1.63	1.1
Capital Markets	1.19	0.47
Telecom - Services	2.97	2.56
Electrical Equipment	1.32	0.86
Commercial Services & Supplies	1.62	1.46
Power	0.86	1.09
Beverages	1.21	0.92
Auto Components	0.45	3.44
Chemicals & Petrochemicals	-	0.27