HDFC Retirement Fund - Hybrid Debt Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
HDFC Retirement Fund - Hybrid Debt Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹144 Cr
5 Years
2.33
Upon completion of lock-in period: Nil
NIFTY 50 Hybrid Composite Debt 15:85 Index
HDFC Retirement Fund - Hybrid Debt Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.63 | -1.71 | 297.26 |
| 6M | 1.78 | 2.58 | 315.31 |
| 1Y | -0.50 | 3.01 | 339.02 |
| 3Y | 5.28 | 10.52 | 55.84 |
Portfolio Analysis
- Equity: 41.78%
- Debt: 58.22%
- Others
About Fund HDFC Retirement Fund - Hybrid Debt Growth
HDFC Retirement Fund - Hybrid Debt Growth managed by HDFC Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹144 Crore. The fund benchmarks its performance against the NIFTY 50 Hybrid Composite Debt 15:85 Index while maintaining an expense ratio of 2.33. Under the expert guidance of Anupam Joshi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Anupam Joshi
Mr. Anupam holds P.G. Diploma in Business Management. He has over 5 years of experience in Portfolio Management & Dealing. In his last assignment with Principal PNB Asset Management Company, he was involved in Portfolio Management & Dealing. Prior to this he had worked with ICAP India Private Ltd as a Dealer.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| ICICI Prudential Capital Protection Oriented Fund XII - PlanA 1168 D Growth | 0 | 31 CR | 1.09 |
| HDFC Retirement Fund - Hybrid Debt Growth | 0 | 143 CR | 2.33 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Capital Protection Oriented Fund XII - PlanA 1168 D Growth | 4.5457 | 16.6911 |
| This FundHDFC Retirement Fund - Hybrid Debt Growth | -0.5012 | 16.705 |
HDFC Retirement Fund - Hybrid Debt Growth FAQs
- 1 Month : -1.63%
- 6 Months : 1.78%
- 1 Year : -0.50%
- 3 Years : 5.28%
