HDFC Retirement Savings Fund - Equity Plan - Regular Plan
AllocationRetirement
48.92
-0.03(-0.06%)
NAV as on 20 Apr, 2026
CAGR
15.22%
- AUM (Crs.)6,236.24
- Expense Ratio1.78 %
- Sharpe Ratio / Category Average0.48
- Standard Deviation / Category Average13.22
- Beta / Category Average-
- Portfolio Turnover / Category Average15.30 / 44.31
- Top 5 Stocks Wt.26.97
- Top 10 Stocks Wt.42.82
- Top 3 Sectors Wt.54.94
- Investment StyleLarge Blend
- 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 HistoryArun Agarwal, Dhruv Muchhal, Srinivasan Ramamurthy, Anupam Joshi, Nandita Menezes
- Launch Date25 Feb, 2016
- BenchmarkNifty 500 TR INR
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
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