Compare HDFC Retirement Savings Fund - Hybrid Equity Plan vs Tata Retirement Savings Moderate
Risk | Very High | Very High |
Rating | 4.0 | 2.0 |
Min SIP Amount | ₹100 | ₹150 |
Expense Ratio | 2.07 | 1.99 |
NAV | ₹39.14 | ₹64.02 |
Fund Started | 05 Feb 2016 | 07 Oct 2011 |
Fund Size | ₹1748.25 Cr | ₹2191.20 Cr |
Exit Load | - | Exit load of 1% if redeemed before 61 months. |
Risk
Very High
Very High
Rating
4.0
2.0
Min SIP Amount
₹100
₹150
Expense Ratio
2.07
1.99
NAV
₹39.14
₹64.02
Fund Started
05 Feb 2016
07 Oct 2011
Fund Size
₹1748.25 Cr
₹2191.20 Cr
Exit Load
-
Exit load of 1% if redeemed before 61 months.
1 Year | 1.31% | -2.52% |
3 Year | 14.07% | 14.15% |
5 Year | 14.43% | 12.52% |
1 Year
1.31%
-2.52%
3 Year
14.07%
14.15%
5 Year
14.43%
12.52%
Equity | 73.85% | 82.18% |
Cash | 8.72% | 3.77% |
Equity
73.85%
82.18%
Cash
8.72%
3.77%
Top 10 Holdings |
|
|
Top 10 Holdings
HDFC Bank Ltd. | 6.92% |
ICICI Bank Ltd. | 5.56% |
Reliance Industries Ltd. | 3.59% |
Axis Bank Ltd. | 2.93% |
State Bank of India | 2.80% |
Maruti Suzuki India Ltd. | 2.73% |
Infosys Ltd. | 2.59% |
Bharti Airtel Ltd. | 2.40% |
Kotak Mahindra Bank Ltd. | 2.31% |
Tata Consultancy Services Ltd. | 2.24% |
HDFC Bank Ltd. | 5.58% |
Reliance Industries Ltd. | 4.57% |
BSE Ltd. | 3.93% |
Radico Khaitan Ltd. | 3.90% |
ICICI Bank Ltd. | 3.42% |
Solar Industries India Ltd. | 3.38% |
Eternal Ltd. | 3.30% |
Tata Consultancy Services Ltd. | 3.03% |
ITC Ltd. | 2.99% |
Multi Commodity Exchange Of India Ltd. | 2.21% |
Name | Dhruv Muchhal | Murthy Nagarajan |
Start Date | 10 Sep 2025 | 15 Oct 2025 |
Name
Dhruv Muchhal
Murthy Nagarajan
Start Date
10 Sep 2025
15 Oct 2025
Description | 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. | The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals. |
Launch Date | 05 Feb 2016 | 07 Oct 2011 |
Description
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.
The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
Launch Date
05 Feb 2016
07 Oct 2011