HDFC Retirement Fund - Equity Plan Regular-Growth
The fund is rated 2.5 stars. Investment selection within each asset type was a strength, while investment selection within each industry and balance between returns and downside risk provided some support. Above-average fund size of Rs 7,013.69 crore was a minor drawback.
This fund has a good track record with Asset Selection/Timing, a ok track record with Stock Selection/Timing. It is important to note, however, that this fund has a 7013.688 AUM and a 1.88 expense ratio. Considering all these factors, we have rated this fund as 2.5 star.
અમારો સ્કોર લાંબા ગાળાની કામગીરી, જોખમ અને સાતત્યને વજન આપે છે — ફક્ત ભૂતકાળના વળતરને નહીં.
રિટર્ન
21 Sep 2026 મુજબ
જોખમ ગુણોત્તર
31 Aug 2026 મુજબ
પોર્ટફોલિયો
31 Aug 2026 મુજબ
માર્કેટ-કેપ વિભાજન
સેક્ટર ફાળવણી
હોલ્ડિંગ્સ (73)
| હોલ્ડિંગ | ફંડનો % | મૂલ્ય | શેર |
|---|---|---|---|
| ICICI Bank Ltd. | 7.69% | ₹537.98 Cr | 37,00,000 |
| HDFC Bank Ltd. | 6.59% | ₹460.85 Cr | 65,00,000 |
| Reliance Industries Ltd. | 4.74% | ₹332.02 Cr | 26,00,000 |
| Axis Bank Ltd. | 4.46% | ₹312 Cr | 24,00,000 |
| Kotak Mahindra Bank Ltd. | 4.20% | ₹293.58 Cr | 70,00,000 |
| Maruti Suzuki India Ltd. | 3.07% | ₹214.57 Cr | 1,58,387 |
| State Bank of India | 3.03% | ₹212 Cr | 20,00,000 |
| Bharti Airtel Ltd. | 2.59% | ₹181.19 Cr | 10,00,000 |
| Infosys Ltd. | 2.43% | ₹170.07 Cr | 15,00,000 |
| Tata Consultancy Services Ltd. | 2.40% | ₹167.95 Cr | 7,00,000 |
ફંડ વિગતો
a corpus to provide for pension in the form of income to the extent of the redemption value of their holding after the age of 60 years.investment predominantly in equity and equity related instruments
The Scheme seeks to provide long-term capital appreciation / income by investing in a mix of equity and debt instruments to help investors meet their retirement goals.