HDFC Retirement Savings Fund-Hybrid Debt (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of HDFC Retirement Savings Fund-Hybrid Debt (G) (32064) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
HDFC Retirement Savings Fund-Hybrid Debt (G)
HDFC Asset Management Company Ltd
The Scheme is to generate a corpus to provide for pension to an investor in the form of income to the extent of the redemption value of their holding after the age of 60 years by investing in a mix of securities comprising of equity, equity related instruments and/or Debt/Money Market Instruments.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Balanced Mix
Management
Seasoned Team
Quality Score
Average Quality
HDFC Retirement Savings Fund-Hybrid Debt (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Risk Assessment
Risk-adjusted returns
Long-term Track Record
Historical performance consistency
Equity Exposure
Market exposure level
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| TREPS | Debt Others | 12.60% |
| GSEC2050 | Govt. Securities | 8.91% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 6.43% |
| Mahindra Rural | Debt Others | 6.36% |
| Tata Consultancy Services Ltd | IT - Software | 6.32% |
| TMF Holdings | Debt Others | 6.16% |
| GSEC2034 | Govt. Securities | 6.06% |
| Reliance Industries Ltd | Refineries | 5.70% |
| GSEC2033 | Govt. Securities | 4.94% |
| GSEC2030 | Govt. Securities | 3.81% |
Sector Breakdown
Compare against Retirement Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Retirement Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Retirement Fund category
HDFC Retirement Savings Fund-Hybrid Debt (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India Retirement Fund - Direct (G) | ₹243.06 | 7.42% | 3.52% | 11.31% |
| Franklin India Retirement Fund (G) | ₹221.35 | 7.00% | 2.72% | 10.46% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | ₹80.24 | 16.98% | -1.88% | 16.72% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | ₹77.87 | 15.25% | 0.53% | 15.74% |
| Tata Retirement Savings Fund - Progressive (G) | ₹65.84 | 16.12% | -3.31% | 15.01% |
| Tata Retirement Savings Fund - Moderate (G) | ₹65.16 | 14.44% | -0.87% | 14.12% |
| HDFC Retirement Savings Fund - Equity - Dir (G) | ₹58.30 | 14.04% | -1.91% | 19.59% |
| UTI-Retirement Fund - Direct | ₹54.17 | 7.08% | 2.55% | 12.39% |
| HDFC Retirement Savings Fund - Equity (G) | ₹51.35 | 13.47% | -2.90% | 18.27% |
| UTI-Retirement Fund - Regular | ₹50.12 | 6.75% | 1.91% | 11.67% |
Category Average Returns
Shobhit Mehrotra
A seasoned investment professional with over 10 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.