HDFC Retirement Savings Fund vs Nippon India Retirement Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 -2.71% -3.27%
6 Month 12.57% 13.37%
1 Year 31.94% 35.36%
3 Year 18.57% 15.43%
5 Year 23.95% 16.5%

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 19.7% 21.27%
3 Year 25.04% 24.65%
5 Year 26.28% 22.71%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth

3Y Returns0%

VS

Axis Global Innovation Fund of Fund - Regular Plan - Growth Axis Global Innovation Fund of Fund - Regular Plan - Growth

3Y Returns6.25%

Compare Now

HDFC Mid-Cap Opportunities Fund - Growth Plan HDFC Mid-Cap Opportunities Fund - Growth Plan

3Y Returns24.96%

VS

Quant Mid Cap Fund-Growth Quant Mid Cap Fund-Growth

3Y Returns22.7%

Compare Now

Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)

3Y Returns0%

VS

Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)

3Y Returns0%

Compare Now

Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

3Y Returns12.91%

VS

HDFC Asset Allocator Fund of Funds - Growth Option HDFC Asset Allocator Fund of Funds - Growth Option

3Y Returns13.9%

Compare Now
Request call back
Add to Cart Successfully