Aditya Birla Sun Life Retirement Fund vs Nippon India Retirement Fund compare

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tortoise-icon Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

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tortoise-icon Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3325 Cr ₹388 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 05 Feb 2015 10 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 1.93 2.39
Manager Pranay Sinha Dhaval Joshi
ISIN Code INF204KA1B64 INF209KB1H99
Exits Load Nil/365 Nil/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 1.73% 2.13%
6 Month 20.1% 19.73%
1 Year 43.18% 33.16%
3 Year 20.79% 14.81%
5 Year 19.4% 16.15%

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 - -
1 Year 16.9% 14.53%
3 Year 41.38% 30.51%
5 Year 72.61% 48.36%

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 20.99% 15.19%
3 Year 55.71% 36.66%
5 Year 81.86% 53.49%

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 12.83% 11.61%
Sharp 1.1% 0.68%
Beta 0.97% 0.85%
Alpha 2.83% -3.34%

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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 1.62 7.37
Large Cap 58.11 59.87
Small Cap 18.78 19.39
Mid Cap 21.51 13.36

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 1.62 4.23
Energy 9.88 9.78
Technology 8.77 5.3
Capital Goods 11.58 7.25
Consumer Staples 3.73 4.44
Construction 5.7 7.28
Metals & Mining 4.35 2.89
Financial 26.09 28.38
Healthcare 3.89 7.59
Automobile 7.2 4.68
Services 7.65 5.96
Communication 0.95 2.8
Insurance 2.67 1.39
Consumer Discretionary 2.92 2.82
Materials 2.3 4.86
Textiles 0.72 -
Sovereign - 0.34

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