Solution Oriented
●
Retirement
Current NAV
₹36.41
Expense Ratio
2.08%
Min SIP
₹100
Fund Size
₹1581Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: Nil
Alpha
4.84%
Beta
0.64
Sharpe Ratio
0.8685
Risk
8.53%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(10.23)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Srinivasan Ramamurthy
HDFC Retirement Savings Fund-Hybrid Equity (G)Total assets under management
₹7.94L Crores
Date of incorporation
10 Dec 1999
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For the first two cases, equity capital gains are taxed at 12.5% for LTCG on gains exceeding ₹1.25 lakh and 20% for STCG.
For the last case, capital gains are taxed as per the debt capital gains structure, applicable at the individual's tax slab rate.