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HDFC Retirement Savings Fund vs HDFC Retirement Savings Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option
Chart Comparison
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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| 1 Month | 5.84% | 4.8% |
| 6 Month | -10.35% | -7.38% |
| 1 Year | 5.74% | 5.8% |
| 3 Year | 17.71% | 13.58% |
| 5 Year | 30.55% | 21.85% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| 6 Month | -3.51% | -2.45% |
| 1 Year | -6.47% | -3.66% |
| 3 Year | 16.51% | 13.15% |
| 5 Year | 20.54% | 14.97% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.88% | 9.038% |
| Sharp | 0.874% | 0.727% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
| Funds Managed | 40 | 40 |
| HDFC Retirement Savings Fund - Equity Plan - Growth Option | HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| Others | 12.24 | 32.31 |
| Large Cap | 58.58 | 45.42 |
| Mid Cap | 8.29 | 4.02 |
| Small Cap | 20.89 | 18.24 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option |
|---|---|---|
| Others | 12.17 | 32.25 |
| Energy | 4.28 | 3.55 |
| Financial Services | 30.8 | 24.39 |
| Technology | 8.97 | 7.02 |
| Industrials | 14.32 | 9.35 |
| Healthcare | 5.36 | 4.43 |
| Consumer Cyclical | 10.1 | 8.9 |
| Basic Materials | 4.29 | 1.65 |
| Consumer Defensive | 4.55 | 3.78 |
| Communication Services | 3.45 | 2.97 |
| Utilities | 1.7 | 1.71 |
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