Aditya Birla Sun Life Retirement Fund vs Nippon India Retirement Fund compare
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
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) | ₹3288 Cr | ₹402 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 11 Feb 2015 | 11 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 | 1.92 | 2.41 |
Manager | Pranay Sinha | Dhaval Joshi |
ISIN Code | INF204KA1B64 | INF209KB1H99 |
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 | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
1 Month | -5.72% | -5.87% |
6 Month | -8.77% | -8.76% |
1 Year | 6.87% | 6.12% |
3 Year | 14.48% | 10.33% |
5 Year | 14.14% | 10.2% |
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 | -2.2% | -2.25% |
3 Year | 17.9% | 13.38% |
5 Year | 18.86% | 12.66% |
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 | 10.23% | 12.47% |
3 Year | 10.45% | 12.02% |
5 Year | 8.68% | 13.27% |
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 |
---|---|---|
Others | 0.74 | 2.79 |
Large Cap | 65.56 | 52.94 |
Small Cap | 17.95 | 25.15 |
Mid Cap | 15.75 | 19.14 |
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 |
---|---|---|
Others | 0.74 | 2.79 |
Petroleum Products | 4.05 | 4.06 |
IT - Services | 1.92 | - |
IT - Software | 10.02 | 8.23 |
Construction | 4.43 | 5.62 |
Pharmaceuticals & Biotechnology | 4.75 | 6.57 |
Personal Products | 0.28 | 1.3 |
Diversified FMCG | 1.92 | - |
Non - Ferrous Metals | 1.75 | 1.37 |
Banks | 21.95 | 21.16 |
Industrial Manufacturing | 4.54 | - |
Aerospace & Defense | 1.63 | - |
Auto Components | 4.28 | 5 |
Power | 4.41 | 2.31 |
Automobiles | 1.83 | 1.08 |
Capital Markets | 1.81 | - |
Industrial Products | 2.49 | 1.08 |
Telecom - Services | 2.64 | 3.06 |
Insurance | 2.82 | 3.7 |
Finance | 3.41 | 2.35 |
Entertainment | 0.96 | - |
Diversified Metals | 0.49 | - |
Consumer Durables | 5.28 | 6.7 |
Leisure Services | 1.19 | 0.95 |
Cement & Cement Products | 1.9 | 3.52 |
Gas | 0.81 | - |
Consumable Fuels | 0.76 | - |
Other Utilities | 0.64 | - |
Transport Services | 0.99 | 0.84 |
Beverages | 1.46 | - |
Retailing | 1.69 | 2.65 |
Realty | 1.25 | 3.03 |
Textiles & Apparels | 0.91 | - |
Household Products | - | 1.68 |
Healthcare Services | - | 2.82 |
Electrical Equipment | - | 3.67 |
Oil | - | 1.48 |
Chemicals & Petrochemicals | - | 1.54 |
Food Products | - | 1.46 |
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