Nippon India Retirement Fund vs ICICI Prudential Retirement Fund compare
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Chart Comparison
Overview
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Fund | ICICI Prudential Retirement Fund - Hybrid Aggressive - 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) | ₹746 Cr | ₹3089 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 27 Feb 2019 | 11 Feb 2015 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | BSE 500 |
Turn Over | 54% | 61% |
Expense Ratio | 2.31 | 1.95 |
Manager | Sharmila D'mello | Pranay Sinha |
ISIN Code | INF109KC1TU8 | INF204KA1B64 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
1 Month | -5% | -5.12% |
6 Month | -9.2% | -12.84% |
1 Year | 4.43% | 2.23% |
3 Year | 17.09% | 17.76% |
5 Year | 17.44% | 17.19% |
SIP Return Analysis
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
6 Month | -7.29% | -10.06% |
1 Year | -11.17% | -15.48% |
3 Year | 15.76% | 13.25% |
5 Year | 16.72% | 16.23% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
1 Year | 17.49% | 10.23% |
3 Year | 18.1% | 10.45% |
5 Year | 18.12% | 8.68% |
Risk Management
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 11.939% | 14.191% |
Sharp | 0.814% | 0.64% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Name | Sharmila D'mello | Pranay Sinha |
Total AUM | ₹354743 Cr | ₹21046 Cr |
Fund Manage | 35 | 6 |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Market Cap
Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Others | 16.35318 | 0.69983 |
Large Cap | 46.16781 | 71.08142 |
Small Cap | 18.2919 | 13.25987 |
Mid Cap | 19.18715 | 14.95888 |
Sector Allocation
Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Others | 15.76618 | 0.69983 |
Communication Services | 9.65592 | 4.99557 |
Basic Materials | 20.02113 | 5.23581 |
Energy | 0.79565 | 5.81153 |
Industrials | 14.2754 | 10.30553 |
Financial Services | 11.46339 | 31.76062 |
Real Estate | 3.8033 | 1.32686 |
Consumer Cyclical | 9.59616 | 13.18895 |
Healthcare | 0.67031 | 4.86468 |
Technology | 12.71568 | 13.54149 |
Consumer Defensive | 1.23692 | 4.36346 |
Utilities | - | 3.90567 |
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