Nippon India Retirement Fund vs ICICI Prudential Retirement Fund compare

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tortoise-icon ICICI Prudential Retirement Fund - Hybrid Aggressive - 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 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) ₹547 Cr ₹3325 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 02 Feb 2019 05 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 2.37 1.93
Manager Sharmila D'mello Pranay Sinha
ISIN Code INF109KC1TU8 INF204KA1B64
Exits Load Nil/365 Nil/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 0.93% 1.73%
6 Month 17.77% 20.1%
1 Year 43.56% 43.18%
3 Year 20.45% 20.79%
5 Year 19.9% 19.4%

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 - -
1 Year 21.67% 16.9%
3 Year 47.3% 41.38%
5 Year 77.61% 72.61%

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 16.69% 9.13%
3 Year 18.28% 10.2%
5 Year 18.33% 8.52%

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 11.22% 12.83%
Sharp 1.27% 1.1%
Beta 0.87% 0.97%
Alpha 7.46% 2.83%

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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 17.65 1.62
Small Cap 13.97 18.78
Large Cap 47.42 58.11
Mid Cap 20.99 21.51

Sector Allocation

Scheme Name

ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

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

Others 17.65 1.62
Cement & Cement Products 6.19 -
Telecom - Services 7.31 -
Realty 3.1 -
Petroleum Products 1.46 -
Electrical Equipment 1.35 -
Construction 1.68 5.7
Ferrous Metals 5.75 -
Non - Ferrous Metals 2.97 -
Automobiles 6.19 -
Aerospace & Defense 0.97 -
Pharmaceuticals & Biotechnology 2.13 -
IT - Software 5.29 -
Banks 2.23 -
Capital Markets 5.41 -
Finance 5.9 -
Consumer Durables 0.36 -
Diversified Metals 1.5 -
Industrial Products 3.76 -
Entertainment 0.08 -
Agricultural, Commercial & Construction Vehicles 1.03 -
Retailing 1.86 -
Chemicals & Petrochemicals 2.68 -
Leisure Services 0.01 -
Auto Components 2.15 -
Fertilizers & Agrochemicals 1.4 -
Transport Services 4.8 -
Insurance 0.51 2.67
Transport Infrastructure 2.19 -
Textiles & Apparels 0.29 -
Commercial Services & Supplies 1.83 -
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

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