HDFC Retirement Savings Fund vs Nippon India Retirement Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Fund | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5897 Cr | ₹3089 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 26 Feb 2016 | 11 Feb 2015 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 |
Turn Over | 14.13% | 61% |
Expense Ratio | 1.77 | 1.95 |
Manager | Dhruv Muchhal | Pranay Sinha |
ISIN Code | INF179KB1MG8 | INF204KA1B64 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
1 Month | 6.6% | 6.69% |
6 Month | -5.87% | -8.12% |
1 Year | 8.92% | 8.08% |
3 Year | 17.64% | 15.44% |
5 Year | 28.48% | 23.47% |
SIP Return Analysis
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
6 Month | -3.53% | -4.86% |
1 Year | -9.74% | -13.07% |
3 Year | 14.42% | 13.5% |
5 Year | 18.86% | 15.75% |
Rolling Lumpsum Returns
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
1 Year | 19.02% | 10.23% |
3 Year | 18.79% | 10.45% |
5 Year | 16.85% | 8.68% |
Risk Management
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 11.88% | 14.598% |
Sharp | 0.874% | 0.564% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Name | Dhruv Muchhal | Pranay Sinha |
Total AUM | ₹520687 Cr | ₹21046 Cr |
Funds Managed | 40 | 6 |
HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Others | 12.24 | 0.7 |
Large Cap | 58.58 | 71.08 |
Mid Cap | 8.29 | 14.96 |
Small Cap | 20.89 | 13.26 |
Sector Allocation
Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Others | 12.17 | 0.7 |
Energy | 4.28 | 5.81 |
Financial Services | 30.8 | 31.76 |
Technology | 8.97 | 13.54 |
Industrials | 14.32 | 10.31 |
Healthcare | 5.36 | 4.86 |
Consumer Cyclical | 10.1 | 13.19 |
Basic Materials | 4.29 | 5.24 |
Consumer Defensive | 4.55 | 4.36 |
Communication Services | 3.45 | 5 |
Utilities | 1.7 | 3.91 |
Real Estate | - | 1.33 |
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