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

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

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Month	1.87%	1.73%
6 Month	17.97%	20.1%
1 Year	37.27%	43.18%
3 Year	23.33%	20.79%
5 Year	26.08%	19.4%

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	16.32%	16.9%
3 Year	44.91%	41.38%
5 Year	94.95%	72.61%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Year	26.82%	20.99%
3 Year	70.52%	55.71%
5 Year	100.8%	81.86%

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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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

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

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