HDFC Retirement Savings Fund vs Nippon India Retirement Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Fund | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7055 Cr | ₹3244 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 26 Feb 2016 | 11 Feb 2015 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 14.13% | 61% |
| Expense Ratio | 1.77 | 1.95 |
| Manager | Dhruv Muchhal | Pranay Sinha |
| ISIN Code | INF179KB1MG8 | INF204KA1B64 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 1 Month | -1.55% | -2.09% |
| 6 Month | 1.89% | 1.69% |
| 1 Year | 2.11% | -2.83% |
| 3 Year | 17.19% | 15.85% |
| 5 Year | 20.56% | 16.5% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 1.56% | -0.13% |
| 1 Year | 11.38% | 8.57% |
| 3 Year | 13.58% | 12.76% |
| 5 Year | 16.42% | 14.33% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 14.7% | 7.84% |
| 3 Year | 18.93% | 11.24% |
| 5 Year | 17.74% | 9.45% |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.44% | 12.83% |
| Sharp | 1.04% | 0.78% |
| Beta | 0.81% | 0.97% |
| Alpha | 3.25% | 0.53% |
Fund Managers
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Pranay Sinha |
| Total AUM | ₹520687 Cr | ₹21046 Cr |
| Funds Managed | 40 | 6 |
| HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 7.58 | 5.55 |
| Large Cap | 63.19 | 69.45 |
| Mid Cap | 9.8 | 15.2 |
| Small Cap | 19.43 | 9.8 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 7.02 | 0.67 |
| Energy | 5.55 | 6.06 |
| Financial Services | 31.17 | 30.74 |
| Technology | 9.34 | 10.28 |
| Industrials | 14.01 | 11.99 |
| Real Estate | 0.91 | 0.97 |
| Healthcare | 7.87 | 5.04 |
| Consumer Cyclical | 9.43 | 14.16 |
| Basic Materials | 5.47 | 6.17 |
| Consumer Defensive | 3.68 | 5.31 |
| Communication Services | 3.4 | 3.24 |
| Utilities | 2.14 | 5.39 |
Top Comparisons
Motilal Oswal Small Cap Fund - Regular (G)
3Y Returns0%
Quant Small Cap Fund Regular Growth
3Y Returns19.33%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns18.73%
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns14.29%
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
3Y Returns12.62%
Kotak Multi Asset Omni FOF - Growth
3Y Returns18.58%
HDFC Low Duration Fund - Growth
3Y Returns7.19%
HSBC Low Duration Fund - Regular Growth
3Y Returns7.67%