HDFC Retirement Savings Fund - Equity Plan - Regular Plan
AllocationRetirement
51.67
-0.01(-0.03%)
NAV as on 15 Dec, 2025
CAGR
17.36%
- AUM (Crs.)7,054.60
- Expense Ratio1.76 %
- Sharpe Ratio / Category Average0.96
- Standard Deviation / Category Average10.88
- Beta / Category Average-
- Portfolio Turnover / Category Average15.30 / 44.31
- Top 5 Stocks Wt.30.93
- Top 10 Stocks Wt.46.62
- Top 3 Sectors Wt.54.62
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
|---|
Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
|---|
Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryShobhit Mehrotra, Dhruv Muchhal, Srinivasan Ramamurthy, Arun Agarwal, Nandita Menezes
- Launch Date25 Feb, 2016
- BenchmarkS&P BSE 500
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.
Riskometer
More Funds From
| Fund Name | Morningstar Rating | AUM (cr.) | 1Y Returns | 3Y Returns | 5Y Returns |
|---|