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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 Moderately High
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 6.69% 3.6%
6 Month -8.12% 1.8%
1 Year 8.08% 10.06%
3 Year 15.44% 9.08%
5 Year 23.47% 8.7%

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 -0.76% 2.65%
1 Year -5.95% 7%
3 Year 16.59% 10.04%
5 Year 17.68% 8.42%

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 14.598% 4.736%
Sharp 0.564% 0.178%
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
Funds Managed 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 0.7 80.26
Large Cap 71.08 16.37
Small Cap 13.26 0.99
Mid Cap 14.96 2.38

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 0.7 80.26
Energy 5.81 1.45
Technology 13.54 4.2
Communication Services 5 -
Healthcare 4.86 0.35
Consumer Defensive 4.36 0.91
Industrials 10.31 2.06
Basic Materials 5.24 0.38
Financial Services 31.76 7.1
Consumer Cyclical 13.19 2.59
Utilities 3.91 0.69
Real Estate 1.33 -

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