Compare HDFC Retirement Savings Fund - Hybrid Equity Plan vs JM Aggressive Hybrid Fund
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.08 | 2.27 |
NAV | ₹37.16 | ₹120.59 |
Fund Started | 05 Feb 2016 | 12 Dec 1994 |
Fund Size | ₹1576.72 Cr | ₹678.92 Cr |
Exit Load | - | Exit load of 1%, if redeemed within 60 days. |
Returns
1 Year | 21.34% | 33.92% |
3 Year | 13.27% | 19.40% |
5 Year | 17.09% | 24.58% |
Holding Analysis
Equity | 71.44% | 72.58% |
Cash | 12.98% | 8.08% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Dhruv Muchhal | Satish Ramanathan |
Start Date | 14 Sep 2023 | 01 Oct 2024 |
About Fund
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 |
