HDFC Retirement Savings Fund - Hybrid Debt Plan - Direct Plan
AllocationRetirement
24.86
0.00(0.01%)
NAV as on 23 Dec, 2025
CAGR
10.13%
- AUM (Crs.)161.67
- Expense Ratio1.08 %
- Sharpe Ratio / Category Average0.86
- Standard Deviation / Category Average3.43
- Beta / Category Average-
- Portfolio Turnover / Category Average8.86 / 44.31
- Top 5 Stocks Wt.53.15
- Top 10 Stocks Wt.84.63
- Top 3 Sectors Wt.26.93
- 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 |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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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
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