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Jama - HDFC Retirement Savings Fund - Hybrid - Equity Plan


HDFC Retirement Savings Fund - Hybrid - Equity Plan

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Debt-Money-Market
NAV : 22.036
(-0.1559999999999988arrow_downward)
AUM : ₹427 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
4.45%9.92%-5.16%3.52%2.27%3.9%NA



NAV History



Expense Ratio Trends


Fund Details

An open ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier)
NAV22.036
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio0.0%
Exit Load : na


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,03,520₹1,02,272₹1,248
After 3 years₹1,12,178₹1,07,596₹4,582
After 20 years₹2,15,140₹1,62,921₹52,219

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 3.9% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to provide longterm capital appreciation/income by investing in a mix of equity and debt instruments to help investors meet their retirement goals. There is no assurance that the investment objective of the Scheme will be realized.
Fund Manager:
Mr. Shobhit Mehrotra, Mr. Chirag Setalvad, Amar Kalkundrikar