HDFC Retirement Savings Fund - Hybrid Equity Plan - Plan
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4–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation10.4%
Sharpe Ratio0.01
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Treps - Tri-Party RepoUtilities13.47%
HDFC Bank LtdFinancial Services7.04%
ICICI Bank LtdFinancial Services6.11%
Reliance Industries LtdEnergy & Infra3.43%
Axis Bank LtdFinancial Services2.88%
State Bank of IndiaFinancial Services2.45%
Kotak Mahindra Bank LtdFinancial Services2.38%
Bharti Airtel LtdServices2.24%
Maruti Suzuki India LtdConsumers2.23%
Larsen & Toubro LtdCapital Goods2.00%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.03%
Regulatory & Tax Information
INF179KB1MI4
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)