Nippon India Retirement Fund vs HDFC Retirement Savings Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Chart Comparison
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) | ₹5897 Cr | ₹3089 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 | 1.77 | 1.95 |
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 | -3.29% | -2.72% |
6 Month | -12.08% | -13.68% |
1 Year | 2.98% | 2.29% |
3 Year | 17.91% | 15.36% |
5 Year | 23.51% | 18.34% |
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 | -8.33% | -10.06% |
1 Year | -13.61% | -17.01% |
3 Year | 13.73% | 12.66% |
5 Year | 19.12% | 15.78% |
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 | 19.02% | 10.23% |
3 Year | 18.79% | 10.45% |
5 Year | 16.85% | 8.68% |
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 | 11.88% | 14.598% |
Sharp | 0.874% | 0.564% |
Beta | - | - |
Alpha | - | - |
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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 | 12.24368 | 0.69983 |
Large Cap | 58.58021 | 71.08142 |
Mid Cap | 8.28824 | 14.95888 |
Small Cap | 20.88784 | 13.25987 |
Sector Allocation
Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Others | 12.17184 | 0.69983 |
Energy | 4.28297 | 5.81153 |
Financial Services | 30.80498 | 31.76062 |
Technology | 8.97006 | 13.54149 |
Industrials | 14.3238 | 10.30553 |
Healthcare | 5.35592 | 4.86468 |
Consumer Cyclical | 10.10481 | 13.18895 |
Basic Materials | 4.28895 | 5.23581 |
Consumer Defensive | 4.54922 | 4.36346 |
Communication Services | 3.44965 | 4.99557 |
Utilities | 1.69777 | 3.90567 |
Real Estate | - | 1.32686 |
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