+
16.69
%
16.69
%
3Y annualised
+
0.10
%
0.10
%
1D
1M
6M
1Y
3Y
All
Fund size
1338
NAV:
Mar 7, 2024
34.332
Sector
Tech
Type
Solution_oriented
Launched
Feb 2016
Min Investment
100
Expense Ratio
2
Risk
Medium

Portfolio allocation

Top 10 Holdings
% Value
ICICI Bank Ltd
5.11
%
HDFC Bank Ltd
4.82
%
Reliance Industries Ltd
3.27
%
State Bank of India
2.79
%
Infosys Ltd
2.59
%
Larsen & Toubro Ltd
2.55
%
7.26% Govt Stock 2032
2.26
%
6.1% Govt Stock 2031
2.19
%
Axis Bank Ltd
2.13
%
Bharti Airtel Ltd
2.1
%

Expense ratio, exit load and tax

Expense Ratio:

2

%

Inclusive of GST

Exit load

No exit loads

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Fund house & investment objective

fund_logo
HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan
More details

Investment objective

The investment objective of the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity and debt instruments to help investors meet their retirement goals. There is no assurance that the investment objective of the Scheme will be realized.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
0
0
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
60,00,000
2
Yrs
Total returns will be
60,00,000
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