Jama - HDFC Retirement Savings Fund - Hybrid - Equity Plan


HDFC Retirement Savings Fund Hybrid Equity Plan


NAV : 25.734
(-0.011000000000002785
arrow_downward
)
AUM : ₹427 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.41%-3.95%-5.92%1.59%23.73%12.76%11.64%



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)
NAV25.734
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio112.00000000000001%
Exit Load : na


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,01,595₹1,00,290₹1,305
After 3 years₹1,43,367₹1,38,102₹5,266
After 20 years₹11,04,082₹8,60,325₹2,43,757

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 : 12.76% 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