HDFC Retirement Savings Fund - Equity Plan - Direct Plan

HDFC Retirement Savings Fund - Equity Plan - Direct Plan of HDFC Mutual Fund has asset class type as Multi-Cap. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

1.06

Age

NA Years

Fund Manager

Chirag Setalvad

AuM (Rs Crores)

522.7717

Asset Class

Multi-Cap

Net Asset Value:

16.823

Rating

2

Exit Load

0.01

Bench Mark

Nifty 500 TRI

Fund Type

Multi Cap

SEBI Category

Retirement Fund

Turnover Ratio(Monthly)

0.15%

Fund Manager Details:

Chirag Setalvad B.Sc., in Business Administration from University of North Carolina. Collectively over 14 years of experience, of which over 11 years in Fund Management and Equity Research and 3 years in investment banking. His previous employment was with new Vernon Advisory Services Pvt Ltd (Oct 24 to - February 27), HDFC AMC (July 2 to August 24) and ING Barings N.V (Sep 1996 to June 2)

Objective:

The Scheme is to generate a corpus to provide for pension to an investor in the form of income to the extent of the redemption value of their holding after the age of 6 years by investing in a mix of securities comprising of equity, equity related instruments and/or Debt/Money Market Instruments.

Top Holdings:

  • Banks (2.67)
  • Finance (6.13)
  • Refineries (5.75)
  • Chemicals (5.36)
  • IT - Software (4.6)
  • Infrastructure Developers & Operators (3.62)
  • Capital Goods - Electrical Equipment (3.15)
  • Pharmaceuticals (3.6)
  • Capital Goods-Non Electrical Equipment (2.9)
  • Hotels & Restaurants (2.83)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition