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Nippon India Retirement Fund vs Nippon India Retirement Fund compare

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

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tortoise-icon Nippon India Retirement Fund- Income Generation 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 Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option
Fund Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Risk Moderately High Risk
Asset Size (Cr) ₹3089 Cr ₹153 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 11 Feb 2015 11 Feb 2015
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark BSE 500 CRISIL Hybrid 85+15 Conservative Index
Turn Over 61% 1243%
Expense Ratio 1.95 2.09
Manager Pranay Sinha Pranay Sinha
ISIN Code INF204KA1B64 INF204KA1C22
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option
1 Month -4.51% -0.36%
6 Month -12.6% -0.55%
1 Year 4.56% 6.17%
3 Year 15% 7.33%
5 Year 14.22% 6.81%

SIP Return Analysis

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option
6 Month - -
1 Year -10.74% 3.12%
3 Year 14.5% 8.49%
5 Year 16.96% 7.5%

Rolling Lumpsum Returns

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option
1 Year 10.23% 7.9%
3 Year 10.45% 6.55%
5 Year 8.68% 7.06%

Risk Management

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option
Standard Deviation 14.191% 4.586%
Sharp 0.64% 0.331%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option
Name Pranay Sinha Pranay Sinha
Total AUM ₹21046 Cr ₹21046 Cr
Fund Manage 6 6
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option

Market Cap

Scheme Name

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

Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option

Others 0.74 80.71
Large Cap 65.56 15.01
Small Cap 17.95 1.62
Mid Cap 15.75 2.66

Sector Allocation

Scheme Name

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

Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option

Others 0.74 80.71
Petroleum Products 4.05 1.5
IT - Services 1.92 -
IT - Software 10.02 2.83
Construction 4.43 0.91
Pharmaceuticals & Biotechnology 4.75 0.23
Personal Products 0.28 -
Diversified FMCG 1.92 0.39
Non - Ferrous Metals 1.75 -
Banks 21.95 5.82
Industrial Manufacturing 4.54 0.62
Aerospace & Defense 1.63 0.29
Auto Components 4.28 1.21
Power 4.41 0.51
Automobiles 1.83 0.46
Capital Markets 1.81 -
Industrial Products 2.49 0.66
Telecom - Services 2.64 -
Insurance 2.82 1.02
Finance 3.41 -
Entertainment 0.96 -
Diversified Metals 0.49 -
Consumer Durables 5.28 1.37
Leisure Services 1.19 -
Cement & Cement Products 1.9 0.22
Gas 0.81 -
Consumable Fuels 0.76 -
Other Utilities 0.64 -
Transport Services 0.99 -
Beverages 1.46 0.47
Retailing 1.69 0.65
Realty 1.25 -
Textiles & Apparels 0.91 -
Healthcare Services - 0.13

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