Jama - HDFC Retirement Savings Fund


HDFC Retirement Savings Fund


NAV : 21.5947
(-0.00590000000000046
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)
AUM : ₹27 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.36%4.55%6.54%15.07%10.35%9.72%9.98%



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)
NAV21.5947
Launch Date25-02-2016
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio94.0%
Exit Load : na


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,03,216₹1,02,919₹297
After 1 year₹1,15,074₹1,13,773₹1,301
After 3 years₹1,32,084₹1,27,373₹4,711
After 20 years₹6,39,239₹5,01,788₹1,37,452

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 : 9.72% 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