Compare HDFC Retirement Savings Fund - Hybrid Equity Plan vs Tata Retirement Savings Moderate
Risk
Very High
Very High
Rating
3.0
2.0
Min SIP Amount
₹100
₹150
Expense Ratio
2.13
2.53
NAV
₹42.37
₹79.46
Fund Started
05 Feb 2016
07 Oct 2011
Fund Size
₹1592.15 Cr
₹2145.42 Cr
Exit Load
-
Exit load of 1% if redeemed before 61 months.
1 Year
-4.39%
1.20%
3 Year
8.78%
12.59%
5 Year
9.63%
10.48%
Equity
71.74%
81.94%
Cash
11.24%
3.47%
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% |
Solar Industries India Ltd. | 4.82% |
ICICI Bank Ltd. | 4.01% |
BSE Ltd. | 3.98% |
Reliance Industries Ltd. | 3.55% |
Eternal Ltd. | 2.87% |
Multi Commodity Exchange Of India Ltd. | 2.85% |
Radico Khaitan Ltd. | 2.66% |
Polycab India Ltd. | 2.39% |
Nippon Life India Asset Management Ltd. | 2.35% |
Kirloskar Pneumatic Company Ltd. | 2.24% |
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 fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
Launch Date
05 Feb 2016
07 Oct 2011
