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Prudential Technology Bluechip Fund
Find out how much and how long you should invest in it to suit your overall portfolio
Knowing this helps you control risk in your portfolio
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NAV as of ( Sep 09, 2022 )
₹ 28.41 0.13 % 1-D Change
Returns
17.29% p.a.
You get upto 1.35% extra returns
ET Money's Fund Report Card - HDFC Retirement Savings Fund - Hybrid Equity Plan
ET Money Rank
18
Out of 30
Performance Quality
Very Good
Generated returns consistently
4/5
Increased returns for each unit of additional risk
4/5
Downside Protection
Very Good
Controlled losses during market corrections
4/5
Delivered returns without frequent ups and downs
4/5
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
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Scheme Details
| ET Money Rank | 18 Out of 30 |
| VRO Rating | |
| Expense ratio | 1.1% As on Jul 31, 2022 |
| Exit Load | 0% |
| AUM (Fund Size) | ₹ 883 Crs |
| Lock-in | 5 Years |
| Age | 6 yrs 7 m Since Feb 05, 2016 |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 |
| Min. Investment |
SIP ₹ 300 & Lumpsum ₹ 5000 |
About HDFC Retirement Savings Fund - Hybrid Equity Plan
HDFC Retirement Savings Fund - Hybrid Equity Plan Direct-Growth is a Aggressive Hybrid mutual fund scheme from
Hdfc Mutual Fund
. This fund has been in existence for 6 yrs 7 m, having been launched on 05/02/2016. HDFC Retirement Savings Fund - Hybrid Equity Plan Direct-Growth has ₹883 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 1.1%, which is higher than what most other
Aggressive Hybrid
funds charge. Currently, the fund has a 66.99% allocation to equity and 17.32% to Debt.
.....
- HDFC Retirement Savings Fund - Hybrid Equity Plan Direct-Growth returns of last 1-year are 5.32%. Since launch, it has delivered 17.30% average annual returns. The fund has doubled the money invested in it every 3 yrs.
- HDFC Retirement Savings Fund - Hybrid Equity Plan Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is above average.
- The fund's equity portion is primarily invested in Financial, Capital Goods, Energy, Technology, Consumer Staples sectors. It has taken less exposure in Financial, Capital Goods sectors compared to other funds in the category.
- The debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great.
- The fund's top 5 holdings are in GOI, ICICI Bank Ltd., HDFC Bank Ltd., Reliance Industries Ltd., Infosys Ltd..
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Investment Returns Calculator
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Aug 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 37.83%
Mid Cap 6.05%
Small Cap 23.11%
Other Cap 0%
Allocation by Sector
Financial 19.34%
Capital Goods 6.64%
Energy 6.38%
Technology 6.27%
Top Debt Holdings
GOI 9.55%
Power Finance Corpn. Ltd. 2.94%
Embassy Office Parks REIT 2.8%
Reliance Utilities and Power Pvt. Ltd 1.15%
Allocation by Credit Quality
Cash & Call Money 15.69%
SOV 9.55%
AAA 7.77%
Allocation by Instruments
GOI Securities 9.55%
Reverse Repo 8.87%
Repo 6.43%
Debenture 4.24%
Other Holdings
Others 6.43%
Comparison with aggressive hybrid Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Quant Absolute Fund | 19.95% | ||
| ICICI Prudential Equity & Debt Fund | 14.88% | ||
| ICICI Prudential Thematic Advantage Fund (FOF) | 14.51% | ||
| Baroda BNP Paribas Aggressive Hybrid Fund | 13.84% | ||
| Canara Robeco Equity Hybrid Fund | 12.97% | ||
| Edelweiss Aggressive Hybrid Fund | 12.67% | ||
| HDFC Retirement Savings Fund - Hybrid Equity Plan | 12.61% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 2.05% | 2.01% | 12 / 31 |
| 3 months | 11.85% | 12.49% | 24 / 31 |
| 6 months | 8.22% | 7.17% | 7 / 31 |
| 1 year | 5.11% | 4.85% | 13 / 31 |
| 3 years | 18.42% | 17.81% | 8 / 29 |
| 5 years | 12.61% | 11.6% | 9 / 23 |
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
HDFC Retirement Savings Fund - Hybrid Equity Plan
HYBRID AGGRESSIVE HYBRID
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.
- Std. Dev : 16.26
- Alpha : 3.45
- Beta : 0.84
- Sharpe : 0.91
- Sortino : 1.01
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Shobhit Mehrotra
He is an MBA from Clemson University, USA.
Prior to joining HDFC AMC he has worked with Franklin Templeton AMC, and ICRA.
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Amar Kalkundrikar
Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
Prior to joining Nippon India Mutual Fund, he has worked with HDFC Asset Management Company Limited where he has handled multiple roles in Investment ??? Equity function such as Portfolio Management for PMS business, & performing Equity research in various sectors such as Consumer Staples, Consumer Discretionary, Retail, Construction Materials.
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Srinivasan Ramamurthy
Mr. Ramamurthy is an engineer by qualification from Jadavpur University and has done his MBA from IIM - Calcutta.
Prior to joining HDFC Asset Management Company Limited, he has worked with Mahindra Mutual Fund, IDBI Federal Life Insurance, IIFL Capital Limited, Maybank Kim Eng, Credit Suisse and KPMG Advisory.
HDFC Mutual Fund
TOTAL AUM:
₹4,18,852 Crs
As on Jun 30, 2022
- Phone: 1800-3010-6767 / 1800-419-7676
-
Address: Ground Floor, Mafatlal House, H.T Parekh Marg
Backbay Reclamation
Churchgate
Mumbai, 400020
