Nippon India Retirement Fund vs HDFC Retirement Savings Fund compare

HDFC Retirement Savings Fund - Equity Plan - Growth Option

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

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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)	₹5970 Cr	₹3288 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	1.78	1.92
Manager	Dhruv Muchhal	Pranay Sinha
ISIN Code	INF179KB1MG8	INF204KA1B64
Exits Load	Data not available./365	Data not available./365

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Month	0.9%	0.97%
6 Month	1.77%	3.34%
1 Year	20.19%	22.58%
3 Year	19.95%	18.01%
5 Year	23.54%	16.58%

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	11.16%	14.85%
3 Year	22.96%	23.89%
5 Year	25.2%	22.56%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Year	18.89%	9.22%
3 Year	18.78%	10.2%
5 Year	16.7%	8.53%

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	7.31	0.74
Large Cap	60.19	65.56
Mid Cap	11.01	15.75
Small Cap	21.49	17.95

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Others	7.31	0.74
Petroleum Products	4.24	4.05
Finance	1.36	3.41
IT - Software	7.08	10.02
Transport Services	5.05	0.99
Construction	3.86	4.43
Healthcare Services	0.51	-
Banks	25.33	21.95
Realty	0.86	1.25
Leisure Services	0.93	1.19
Pharmaceuticals & Biotechnology	6.8	4.75
Automobiles	6.92	1.83
Ferrous Metals	1.68	-
Fertilizers & Agrochemicals	0.81	-
Personal Products	1.01	0.28
Paper, Forest & Jute Products	0.48	-
Agricultural Food & other Products	0.63	-
Industrial Products	2.69	2.49
Consumer Durables	3.68	5.28
IT - Services	0.55	1.92
Diversified FMCG	2.13	1.92
Insurance	2.98	2.82
Entertainment	0.59	0.96
Gas	0.65	0.81
Aerospace & Defense	0.62	1.63
Industrial Manufacturing	1.63	4.54
Capital Markets	1.19	1.81
Telecom - Services	2.97	2.64
Electrical Equipment	1.32	-
Commercial Services & Supplies	1.62	-
Power	0.86	4.41
Beverages	1.21	1.46
Auto Components	0.45	4.28
Non - Ferrous Metals	-	1.75
Diversified Metals	-	0.49
Cement & Cement Products	-	1.9
Consumable Fuels	-	0.76
Other Utilities	-	0.64
Retailing	-	1.69
Textiles & Apparels	-	0.91