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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) | ₹3194 Cr | ₹431 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 | 1.95 | 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 | -1.1% | -2% |
| 6 Month | -1.16% | 1.33% |
| 1 Year | 6.51% | 13.15% |
| 3 Year | 17.87% | 16.15% |
| 5 Year | 16.47% | 11.96% |
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 | 0.27% | 2.16% |
| 1 Year | 7.12% | 15.55% |
| 3 Year | 11.08% | 13.8% |
| 5 Year | 13.62% | 13.05% |
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 | 7.61% | 9.71% |
| 3 Year | 11.36% | 12.58% |
| 5 Year | 9.58% | 14.2% |
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 | 12.70% | 12.91% |
| Sharp | 0.84% | 0.72% |
| Beta | 0.97% | 0.96% |
| Alpha | 0.66% | -0.42% |
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 |
| Funds Managed | 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 | 5.42 | 10.98 |
| Large Cap | 70.25 | 41.62 |
| Mid Cap | 14.56 | 22.3 |
| Small Cap | 9.76 | 25.09 |
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 | 0.81 | 2.42 |
| Energy | 6.24 | 2.14 |
| Technology | 9.74 | 11.93 |
| Industrials | 11.91 | 14.62 |
| Basic Materials | 6.61 | 9.56 |
| Consumer Defensive | 5.1 | 7.02 |
| Financial Services | 30.62 | 25.89 |
| Consumer Cyclical | 14.05 | 13.61 |
| Healthcare | 5.01 | 7.32 |
| Utilities | 5.66 | 2.89 |
| Communication Services | 3.28 | - |
| Real Estate | 0.97 | 2.6 |
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