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Nippon India Retirement Fund vs HDFC Retirement Savings Fund compare

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

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

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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) ₹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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