Jama - HDFC Retirement Savings Fund


HDFC Retirement Savings Fund


NAV : 20.3728
(-0.037899999999996936
arrow_downward
)
AUM : ₹27 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.41%3.39%8.74%10.32%7.86%10.3%9.2%



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)
NAV20.3728
Launch Date25-02-2016
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio99.0%
Exit Load : na


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,04,277₹1,03,986₹290
After 1 year₹1,10,323₹1,09,052₹1,271
After 3 years₹1,34,187₹1,29,445₹4,742
After 20 years₹7,10,232₹5,58,767₹1,51,464

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 : 10.3% 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