Aditya Birla Sun Life 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 Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

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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 Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Fund Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3325 Cr ₹388 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 05 Feb 2015 10 Mar 2019
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 61% 6%
Expense Ratio 1.93 2.39
Manager Pranay Sinha Dhaval Joshi
ISIN Code INF204KA1B64 INF209KB1H99
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Month 1.73% 2.13%
6 Month 20.1% 19.73%
1 Year 43.18% 33.16%
3 Year 20.79% 14.81%
5 Year 19.4% 16.15%

SIP Return Analysis

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
6 Month - -
1 Year 16.9% 14.53%
3 Year 41.38% 30.51%
5 Year 72.61% 48.36%

Rolling Lumpsum Returns

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Year 20.99% 15.19%
3 Year 55.71% 36.66%
5 Year 81.86% 53.49%

Risk Management

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Standard Deviation 12.83% 11.61%
Sharp 1.1% 0.68%
Beta 0.97% 0.85%
Alpha 2.83% -3.34%

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Fund Managers

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Name Pranay Sinha Dhaval Joshi
Total AUM ₹21046 Cr ₹361932 Cr
Fund Manage 6 55
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Market Cap

Scheme Name

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

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Large Cap 58.11 59.87
Mid Cap 21.51 13.36
Small Cap 18.78 19.39
Others 1.62 7.37

Sector Allocation

Scheme Name

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

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Financial 26.09 28.38
Energy 9.88 9.78
Construction 5.7 7.28
Technology 8.77 5.3
Automobile 7.2 4.68
Capital Goods 11.58 7.25
Services 7.65 5.96
Consumer Staples 3.73 4.44
Insurance 2.67 1.39
Metals & Mining 4.35 2.89
Others 1.62 4.23
Materials 2.3 4.86
Healthcare 3.89 7.59
Consumer Discretionary 2.92 2.82
Communication 0.95 2.8
Textiles 0.72 -
Sovereign - 0.34

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