- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Performance
Monthly SIP of ₹ for
Total investment ₹36,000
| Total Value | Gain | Return % | |
|---|---|---|---|
| This Fund | 43,044 |
7,044 |
11.95% |
| Bank FD | 39,824 |
3,824 |
6.5% |
| Gold | 40,770 |
4,770 |
8.00% |
Fund Information
-
1,485.44 Cr.
-
Growth
-
2.05%
-
Hybrid- Retirement Fund
-
Nifty 50 Arbitrage Index
-
01 Feb 2016
-
HDFC Mutual Fund know more
Fund Managed By
Return Comparison
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 0.07% | 8.08% | 8.36% | 7.24% | 24.64% | 22.58% | 27.09% | 10.13% |
| Category Average | -2.28% | 2.49% | 3.90% | 3.55% | 12.42% | 11.97% | 12.79% | 8.19% |
| HDFC Retirement Savings Fund - Hybrid - Equity Plan | -3.28% | 1.96% | 3.71% | 1.50% | 12.21% | 14.60% | 17.82% | - |
| ICICI Prudential Retirement Fund Pure Equity Plan | -4.48% | 8.08% | 8.01% | 7.24% | - | - | - | - |
| ICICI Prudential Retirement Fund Hybrid Aggressive Plan | -3.85% | 6.33% | 5.88% | 4.61% | - | - | - | - |
| HDFC Retirement Savings Fund - Equity Plan | -3.95% | 1.97% | 3.77% | -0.15% | 15.35% | 18.47% | 24.68% | - |
| Nippon India Retirement Fund - Wealth Creation Scheme | -3.48% | 3.50% | 3.83% | -1.01% | 16.23% | 17.34% | 20.56% | 10.13% |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan | -2.82% | 7.60% | 8.36% | 3.19% | 14.44% | 14.45% | 14.55% | - |
Fund Portfolio Details
Equity 65.27%
Debt 16.54%
Others 18.19%
Portfolio Holdings shown is as of 28 Feb 2025
Riskometer
Investors understand that their
principal
will be at Very High risk