HDFC Retirement Fund - Equity Plan - Direct Plan does not yet have a 5-year performance history.
The average return for Retirement funds is 0.00% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 7.57% .
The fund currently owns more than 73 stocks.
The top 10 holdings account for 43.21% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 0.70% | N/A |
| 2 Year Return | 29.34% | N/A |
| 3 Year Return | 68.86% | N/A |
| 4 Year Return | 190.66% | N/A |
| 5 Year Return | 199.38% | N/A |
| 6 Year Return | 218.20% | N/A |
| 7 Year Return | 380.12% | N/A |
| Expense Ratio | 0.87% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
7.57%
|
|
| 2 | Finance - Banks - Private Sector |
6.93%
|
|
| 3 | Energy |
4.85%
|
|
| 4 |
4.22%
|
||
| 5 | Financials |
4.21%
|
|
| 6 | Finance - Banks - Private Sector |
3.90%
|
|
| 7 | Consumer Discretionary |
3.21%
|
|
| 8 | Financials |
2.93%
|
|
| 9 | Communication Services |
2.81%
|
|
| 10 | Information Technology |
2.58%
|
|
| 11 | Information Technology |
2.36%
|
|
| 12 | Industrials |
2.25%
|
AMC: HDFC
Category: Solution Oriented • Retirement
Launch Date: 05 Feb 2016
Fund Manager: Mr. Anupam Joshi
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Moderate Risk
HDFC Retirement Fund - Equity Plan - Direct Plan is managed by HDFC and belongs to the Solution Oriented category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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