The investment objective of the Investment Plans offered under 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.
The Scheme offers investors three Investment Plans:
(i) Equity Plan, (ii) Hybrid- Equity Plan, and (iii) Hybrid-Debt Plan.
HDFC Retirement Savings Fund- Equity Plan
- A corpus to provide for pension in the form of income to the extent of the redemption value of their holding after the age of 60 years.
- Investment predominantly in equity and equity related instruments
HDFC Retirement Savings Fund- Hybrid- Equity Plan
- A corpus to provide for pension in the form of income to the extent of the redemption value of their holding after the age of 60 years.
- Investment predominantly in equity and equity related instruments & balance in debt and money market instruments.
HDFC Retirement Savings Fund- Hybrid- Debt Plan
- A corpus to provide for pension in the form of income to the extent of the redemption value of their holding after the age of 60 years.
- Investment predominantly in debt and money market instruments & balance in equity and equity related instruments.
Scheme started date : February 19, 2016
Minimum Application Amount SIP:
Monthly SIP: Rs. 500 and in multiples of Rs. 100 thereafter.
Exit Load:
****Exit / Redemption Load (Upon completion of lock-in period of 5 years) In respect of each purchase/ switch-in of units:- • An Exit Load of 1% is payable if Units are redeemed/switched-out before completion of 60 years of age • No Exit Load is payable if Units are redeemed /switched-out on or after attainment of 60 years of age
Wealth Creator : Financial Services & Financial Planning 