Nippon India Retirement Fund vs Nippon India Retirement Fund compare
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option
Chart Comparison
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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