HDFC Retirement Savings Fund - Equity Plan - Regular Plan
Medium
Risk
Solution Oriented
Retirement Fund
+
24.77
%
24.77
%
3Y annualised
+
0.16
%
0.16
%
1D
1M
6M
1Y
3Y
All
Fund size
4705
NAV:
Mar 7, 2024
44.039
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
6.48
%
HDFC Bank Ltd
5.97
%
Infosys Ltd
3.38
%
Reliance Industries Ltd
3.23
%
State Bank of India
3.18
%
Axis Bank Ltd
2.74
%
Bharti Airtel Ltd
2.63
%
Larsen & Toubro Ltd
2.54
%
Bajaj Auto Ltd
2.52
%
HCL Technologies Ltd
2.39
%
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
HDFC Retirement Savings Fund - 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
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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