Aditya Birla Sun Life Retirement Fund vs Nippon India Retirement Fund compare
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Fund | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3089 Cr | ₹373 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 11 Feb 2015 | 11 Mar 2019 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 61% | 6% |
Expense Ratio | 1.95 | 2.41 |
Manager | Pranay Sinha | Dhaval Joshi |
ISIN Code | INF204KA1B64 | INF209KB1H99 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
1 Month | -5.12% | -5.19% |
6 Month | -12.84% | -12.5% |
1 Year | 2.23% | 2.8% |
3 Year | 17.76% | 13.22% |
5 Year | 17.19% | 11.25% |
SIP Return Analysis
Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
6 Month | -10.06% | -10.5% |
1 Year | -15.48% | -15.57% |
3 Year | 13.25% | 8.97% |
5 Year | 16.23% | 10.13% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
1 Year | 10.23% | 12.47% |
3 Year | 10.45% | 12.02% |
5 Year | 8.68% | 13.27% |
Risk Management
Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Standard Deviation | 14.191% | 13.102% |
Sharp | 0.64% | 0.392% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Name | Pranay Sinha | Dhaval Joshi |
Total AUM | ₹21046 Cr | ₹361932 Cr |
Fund Manage | 6 | 55 |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Market Cap
Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Others | 0.69983 | 5.80023 |
Large Cap | 71.08142 | 51.19164 |
Small Cap | 13.25987 | 23.06869 |
Mid Cap | 14.95888 | 19.93943 |
Sector Allocation
Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Others | 0.69983 | 5.80023 |
Energy | 5.81153 | 4.82793 |
Technology | 13.54149 | 10.40635 |
Communication Services | 4.99557 | 3.02217 |
Healthcare | 4.86468 | 8.6924 |
Consumer Defensive | 4.36346 | 4.18216 |
Industrials | 10.30553 | 12.80353 |
Basic Materials | 5.23581 | 8.14258 |
Financial Services | 31.76062 | 26.98165 |
Consumer Cyclical | 13.18895 | 9.18754 |
Utilities | 3.90567 | 2.3862 |
Real Estate | 1.32686 | 3.56725 |
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