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) ₹3288 Cr ₹402 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 1.92 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 -7.29% -6.79%
6 Month -9.51% -7.27%
1 Year 11.05% 9.97%
3 Year 15.31% 11.23%
5 Year 14.44% 11.12%

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 -3.15% -2.46%
3 Year 18.2% 13.72%
5 Year 19.2% 13.01%

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 9.22% 11.96%
3 Year 10.2% 11.95%
5 Year 8.53% 13.54%

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 0.74 7.37
Large Cap 65.56 59.87
Small Cap 17.95 19.39
Mid Cap 15.75 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 0.74 4.23
Petroleum Products 4.05 -
IT - Services 1.92 -
IT - Software 10.02 -
Construction 4.43 7.28
Pharmaceuticals & Biotechnology 4.75 -
Personal Products 0.28 -
Diversified FMCG 1.92 -
Non - Ferrous Metals 1.75 -
Banks 21.95 -
Industrial Manufacturing 4.54 -
Aerospace & Defense 1.63 -
Auto Components 4.28 -
Power 4.41 -
Automobiles 1.83 -
Capital Markets 1.81 -
Industrial Products 2.49 -
Telecom - Services 2.64 -
Insurance 2.82 1.39
Finance 3.41 -
Entertainment 0.96 -
Diversified Metals 0.49 -
Consumer Durables 5.28 -
Leisure Services 1.19 -
Cement & Cement Products 1.9 -
Gas 0.81 -
Consumable Fuels 0.76 -
Other Utilities 0.64 -
Transport Services 0.99 -
Beverages 1.46 -
Retailing 1.69 -
Realty 1.25 -
Textiles & Apparels 0.91 -
Sovereign - 0.34
Energy - 9.78
Technology - 5.3
Consumer Staples - 4.44
Financial - 28.38
Metals & Mining - 2.89
Healthcare - 7.59
Materials - 4.86
Services - 5.96
Capital Goods - 7.25
Automobile - 4.68
Consumer Discretionary - 2.82
Communication - 2.8

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