Jama - HDFC Retirement Savings Fund - Hybrid - Equity Plan


HDFC Retirement Savings Fund - Hybrid - Equity Plan


NAV : 27.892
(-0.08699999999999974arrow_downward)
AUM : ₹427 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.78%-1.59%6.13%28.08%21.77%17.4%16.51%



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)
NAV27.892
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 6 months₹1,03,017₹1,02,686₹331
After 1 year₹1,28,075₹1,26,430₹1,645
After 3 years₹1,61,797₹1,55,870₹5,927
After 20 years₹24,72,488₹19,27,859₹5,44,629

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 : 17.4% 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