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

Name

-
-

Start Date

-
-

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

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