Nippon India Retirement Fund vs Aditya Birla Sun Life 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 -6.46% -6.84%
6 Month -6.86% -6.62%
1 Year 11.94% 10.15%
3 Year 15.06% 10.95%
5 Year 15.36% 11.37%

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 8.3% 7.86%
3 Year 22.39% 17.49%
5 Year 21.78% 15.35%

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 2.79
Large Cap 65.56 52.94
Small Cap 17.95 25.15
Mid Cap 15.75 19.14

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 2.79
Petroleum Products 4.05 4.06
IT - Services 1.92 -
IT - Software 10.02 8.23
Construction 4.43 5.62
Pharmaceuticals & Biotechnology 4.75 6.57
Personal Products 0.28 1.3
Diversified FMCG 1.92 -
Non - Ferrous Metals 1.75 1.37
Banks 21.95 21.16
Industrial Manufacturing 4.54 -
Aerospace & Defense 1.63 -
Auto Components 4.28 5
Power 4.41 2.31
Automobiles 1.83 1.08
Capital Markets 1.81 -
Industrial Products 2.49 1.08
Telecom - Services 2.64 3.06
Insurance 2.82 3.7
Finance 3.41 2.35
Entertainment 0.96 -
Diversified Metals 0.49 -
Consumer Durables 5.28 6.7
Leisure Services 1.19 0.95
Cement & Cement Products 1.9 3.52
Gas 0.81 -
Consumable Fuels 0.76 -
Other Utilities 0.64 -
Transport Services 0.99 0.84
Beverages 1.46 -
Retailing 1.69 2.65
Realty 1.25 3.03
Textiles & Apparels 0.91 -
Household Products - 1.68
Healthcare Services - 2.82
Electrical Equipment - 3.67
Oil - 1.48
Chemicals & Petrochemicals - 1.54
Food Products - 1.46

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