ICICI Prudential Retirement Fund vs Nippon India Retirement Fund compare
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Retirement Fund - Hybrid Aggressive - 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) | ₹937 Cr | ₹3179 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 27 Feb 2019 | 11 Feb 2015 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | BSE 500 |
| Turn Over | 54% | 61% |
| Expense Ratio | 2.31 | 1.95 |
| Manager | Sharmila D'mello | Pranay Sinha |
| ISIN Code | INF109KC1TU8 | INF204KA1B64 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 1 Month | 2.4% | 1.75% |
| 6 Month | 12.82% | 7.23% |
| 1 Year | 11.06% | 3.13% |
| 3 Year | 20.44% | 17.03% |
| 5 Year | 20.64% | 20.49% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 4.66% | 2.99% |
| 1 Year | 20.39% | 11.41% |
| 3 Year | 20.14% | 15.1% |
| 5 Year | 18.59% | 15.81% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 14.85% | 8.23% |
| 3 Year | 18.39% | 11.02% |
| 5 Year | 19.12% | 9.28% |
Risk Management
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.61% | 13.10% |
| Sharp | 1.03% | 0.80% |
| Beta | 1.37% | 0.97% |
| Alpha | 4.44% | 1.28% |
Fund Managers
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Name | Sharmila D'mello | Pranay Sinha |
| Total AUM | ₹354743 Cr | ₹21046 Cr |
| Funds Managed | 35 | 6 |
| ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 20.04 | 5.32 |
| Large Cap | 28.11 | 68.08 |
| Mid Cap | 23.91 | 15.78 |
| Small Cap | 27.94 | 10.83 |
Sector Allocation
| Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 16.48 | 0.53 |
| Communication Services | 6.43 | 2.99 |
| Industrials | 14.1 | 12.47 |
| Basic Materials | 24.16 | 6.44 |
| Financial Services | 16.24 | 29.92 |
| Real Estate | 1.89 | 0.99 |
| Consumer Cyclical | 12.16 | 14.03 |
| Healthcare | 2.83 | 4.98 |
| Technology | 5.71 | 10.98 |
| Utilities | 0 | 5.99 |
| Energy | - | 5.47 |
| Consumer Defensive | - | 5.21 |
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