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) ₹5970 Cr ₹3288 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 1.78 1.92
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 1.15% 2.65%
6 Month 1.99% 4.12%
1 Year 19.39% 22.37%
3 Year 19.74% 17.84%
5 Year 23.43% 16.46%

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 11.16% 14.85%
3 Year 22.96% 23.89%
5 Year 25.2% 22.56%

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 18.89% 9.22%
3 Year 18.78% 10.2%
5 Year 16.7% 8.53%

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 7.31 0.74
Large Cap 60.19 65.56
Mid Cap 11.01 15.75
Small Cap 21.49 17.95

Sector Allocation

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

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

Others 7.31 0.74
Petroleum Products 4.24 4.05
Finance 1.36 3.41
IT - Software 7.08 10.02
Transport Services 5.05 0.99
Construction 3.86 4.43
Healthcare Services 0.51 -
Banks 25.33 21.95
Realty 0.86 1.25
Leisure Services 0.93 1.19
Pharmaceuticals & Biotechnology 6.8 4.75
Automobiles 6.92 1.83
Ferrous Metals 1.68 -
Fertilizers & Agrochemicals 0.81 -
Personal Products 1.01 0.28
Paper, Forest & Jute Products 0.48 -
Agricultural Food & other Products 0.63 -
Industrial Products 2.69 2.49
Consumer Durables 3.68 5.28
IT - Services 0.55 1.92
Diversified FMCG 2.13 1.92
Insurance 2.98 2.82
Entertainment 0.59 0.96
Gas 0.65 0.81
Aerospace & Defense 0.62 1.63
Industrial Manufacturing 1.63 4.54
Capital Markets 1.19 1.81
Telecom - Services 2.97 2.64
Electrical Equipment 1.32 -
Commercial Services & Supplies 1.62 -
Power 0.86 4.41
Beverages 1.21 1.46
Auto Components 0.45 4.28
Non - Ferrous Metals - 1.75
Diversified Metals - 0.49
Cement & Cement Products - 1.9
Consumable Fuels - 0.76
Other Utilities - 0.64
Retailing - 1.69
Textiles & Apparels - 0.91

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