Jama - HDFC Retirement Savings Fund


HDFC Retirement Savings Fund


NAV : 20.276
(-0.041100000000000136
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)
AUM : ₹27 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.09%1.83%6.27%10.88%7.27%9.91%9.48%



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)
NAV20.276
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₹1,03,085₹1,02,803₹282
After 1 year₹1,10,878₹1,09,600₹1,278
After 3 years₹1,32,770₹1,28,072₹4,698
After 20 years₹6,61,699₹5,20,417₹1,41,282

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 : 9.91% 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