Jama - HDFC Retirement Savings Fund - Hybrid - Equity Plan


HDFC Retirement Savings Fund - Hybrid - Equity Plan


NAV : 27.596
(-0.11599999999999966arrow_downward)
AUM : ₹427 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.77%5.85%20.51%46.35%25.09%20.24%15.57%



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)
NAV27.596
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio0.0%
Exit Load : na


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,09,778₹1,09,431₹346
After 1 year₹1,46,351₹1,44,522₹1,829
After 3 years₹1,73,855₹1,67,477₹6,378
After 20 years₹39,92,523₹31,11,917₹8,80,607

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 : 20.24% 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:
Mr. Shobhit Mehrotra, Mr. Chirag Setalvad, Amar Kalkundrikar