Jama - HDFC Retirement Savings Fund


HDFC Retirement Savings Fund


NAV : 18.8139
(-0.033799999999999386
arrow_downward
)
AUM : ₹27 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.14%1.27%3.25%6.09%7.07%11.11%7.89%



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)
NAV18.8139
Launch Date25-02-2016
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio100.0%
Exit Load : na


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,01,611₹1,01,306₹305
After 1 year₹1,06,093₹1,04,807₹1,286
After 3 years₹1,37,162₹1,32,351₹4,810
After 20 years₹8,22,036₹6,47,925₹1,74,111

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 : 11.11% 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