Compare HDFC Retirement Savings Fund - Hybrid Equity Plan vs JM Aggressive Hybrid Fund
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.13
2.63
NAV
₹42.70
₹134.39
Fund Started
05 Feb 2016
12 Dec 1994
Fund Size
₹1592.15 Cr
₹691.85 Cr
Exit Load
-
Exit load of 1%, if redeemed within 60 days.
1 Year
-4.23%
-5.14%
3 Year
9.27%
14.51%
5 Year
9.66%
12.78%
Equity
71.74%
75.59%
Cash
11.24%
3.56%
Top 10 Holdings
HDFC Bank Ltd. | 5.61% |
ICICI Bank Ltd. | 5.52% |
Reliance Industries Ltd. | 3.73% |
Axis Bank Ltd. | 3.23% |
Kotak Mahindra Bank Ltd. | 3.14% |
State Bank of India | 3.03% |
Maruti Suzuki India Ltd. | 2.47% |
Bharti Airtel Ltd. | 2.30% |
Infosys Ltd. | 2.19% |
Tata Consultancy Services Ltd. | 2.13% |
Multi Commodity Exchange Of India Ltd. | 3.49% |
Bharti Airtel Ltd. | 3.27% |
Bajaj Finance Ltd. | 3.09% |
NTPC Ltd. | 2.88% |
One97 Communications Ltd. | 2.54% |
Reliance Industries Ltd. | 2.54% |
Coforge Ltd. | 2.38% |
Tech Mahindra Ltd. | 2.21% |
Apollo Hospitals Enterprise Ltd. | 2.21% |
Eternal Ltd. | 2.17% |
Name
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-
Start Date
-
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Description
The Scheme seeks to provide long-term capital appreciation / income by investing in a mix of equity and debt instruments to help investors meet their retirement goals.
The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity.
Launch Date
05 Feb 2016
12 Dec 1994
