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Nippon India Retirement Fund vs Aditya Birla Sun Life Retirement Fund compare
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
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) | ₹3089 Cr | ₹373 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 | 1.95 | 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 | -2.72% | -2.87% |
| 6 Month | -13.68% | -13.91% |
| 1 Year | 2.29% | 2.36% |
| 3 Year | 15.36% | 11.2% |
| 5 Year | 18.34% | 11.87% |
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 | -10.06% | -10.5% |
| 1 Year | -17.01% | -17.2% |
| 3 Year | 12.66% | 8.26% |
| 5 Year | 15.78% | 9.62% |
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 | 10.23% | 12.47% |
| 3 Year | 10.45% | 12.02% |
| 5 Year | 8.68% | 13.27% |
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 | 14.598% | 13.102% |
| Sharp | 0.564% | 0.392% |
| Beta | - | - |
| Alpha | - | - |
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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 | 0.69983 | 5.80023 |
| Large Cap | 71.08142 | 51.19164 |
| Small Cap | 13.25987 | 23.06869 |
| Mid Cap | 14.95888 | 19.93943 |
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 | 0.69983 | 5.80023 |
| Energy | 5.81153 | 4.82793 |
| Technology | 13.54149 | 10.40635 |
| Communication Services | 4.99557 | 3.02217 |
| Healthcare | 4.86468 | 8.6924 |
| Consumer Defensive | 4.36346 | 4.18216 |
| Industrials | 10.30553 | 12.80353 |
| Basic Materials | 5.23581 | 8.14258 |
| Financial Services | 31.76062 | 26.98165 |
| Consumer Cyclical | 13.18895 | 9.18754 |
| Utilities | 3.90567 | 2.3862 |
| Real Estate | 1.32686 | 3.56725 |
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