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Jama - HDFC Retirement Savings Fund - Hybrid - Equity Plan


HDFC Retirement Savings Fund Hybrid Equity Plan

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Other-Solution Oriented - Retirement
NAV : 29.277
(-0.134999999999998
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)
AUM : ₹427 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.84%3.67%13.4%7.09%19.41%17.91%12.66%



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)
NAV29.277
Launch Date-
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio107.0%
Exit Load : na


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,06,488₹1,06,148₹340
After 1 year₹1,07,089₹1,05,731₹1,358
After 3 years₹1,63,926₹1,57,892₹6,034
After 20 years₹26,97,636₹21,00,884₹5,96,752

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 17.91% 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:
Srinivasan Ramamurthy