HDFC Retirement Savings Fund vs Nippon India Retirement Fund compare

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tortoise-icon HDFC Retirement Savings Fund - Equity Plan - Growth Option

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

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Chart Comparison

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

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) ₹5555 Cr ₹3325 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 07 Feb 2016 05 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 1.79 1.93
Manager Dhruv Muchhal Pranay Sinha
ISIN Code INF179KB1MG8 INF204KA1B64
Exits Load Nil/365 Nil/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 1.87% 1.73%
6 Month 17.97% 20.1%
1 Year 37.27% 43.18%
3 Year 23.33% 20.79%
5 Year 26.08% 19.4%

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 - -
1 Year 16.32% 16.9%
3 Year 44.91% 41.38%
5 Year 94.95% 72.61%

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 26.82% 20.99%
3 Year 70.52% 55.71%
5 Year 100.8% 81.86%

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 10.44% 12.83%
Sharp 1.4% 1.1%
Beta 0.76% 0.97%
Alpha 4.6% 2.83%

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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
Fund Manage 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 7 1.62
Large Cap 58.86 58.11
Mid Cap 12.13 21.51
Small Cap 22.01 18.78

Sector Allocation

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

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

Others 5.09 1.62
Automobiles 7.88 -
Petroleum Products 4.13 -
Finance 1.69 -
IT - Software 6.09 -
Transport Services 3.92 -
Construction 4.04 5.7
Healthcare Services 0.68 -
Banks 26.41 -
Realty 0.83 -
Leisure Services 1.21 -
Pharmaceuticals & Biotechnology 7.97 -
Ferrous Metals 1.4 -
Fertilizers & Agrochemicals 0.91 -
Personal Products 1.16 -
Paper, Forest & Jute Products 0.49 -
Agricultural Food & other Products 0.77 -
Industrial Products 3.48 -
Consumer Durables 3.02 -
IT - Services 0.83 -
Diversified FMCG 1.99 -
Aerospace & Defense 1.42 -
Insurance 3 2.67
Entertainment 0.58 -
Gas 0.53 -
Industrial Manufacturing 0.92 -
Capital Markets 1.16 -
Telecom - Services 2.86 -
Electrical Equipment 1.43 -
Commercial Services & Supplies 1.08 -
Power 0.95 -
Beverages 1.61 -
Auto Components 0.47 -
Energy - 9.88
Technology - 8.77
Capital Goods - 11.58
Consumer Staples - 3.73
Metals & Mining - 4.35
Financial - 26.09
Healthcare - 3.89
Automobile - 7.2
Services - 7.65
Communication - 0.95
Consumer Discretionary - 2.92
Materials - 2.3
Textiles - 0.72

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