HDFC Retirement Savings Fund - Hybrid - Debt Plan - Direct Plan

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

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.18

Age

NA Years

Fund Manager

Shobhit Mehrotra

AuM (Rs Crores)

55.5736

Asset Class

Hybrid-Debt

Net Asset Value:

13.2876

Rating

2

Exit Load

0.01

Benchmark

NIFTY 50 Hybrid Composite Debt 15:85 Index

Fund Type

MIP

SEBI Category

Retirement Fund

Turnover Ratio(Monthly)

0.15%

Fund Manager Details:

Shobhit Mehrotra B.Text, M.S. MBA (Clemson University, USA) He is an MBA from Clemson University, USA.Prior to joining HDFC AMC he has worked with Templeton AMC, and ICRA.

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 (4.37)
  • IT - Software (2.22)
  • Chemicals (1.58)
  • Refractories (1.29)
  • Castings
  • Forgings & Fastners (1.29)
  • Refineries (1.23)
  • Plastic products (1.15)
  • Consumer Durables (1.1)
  • Capital Goods-Non Electrical Equipment (1.9)
  • Auto Ancillaries (.86)


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