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) | ₹1041 Cr | ₹3244 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 | -1.76% | -2.81% |
| 6 Month | 5.19% | 1.35% |
| 1 Year | 6.83% | -3.82% |
| 3 Year | 19.96% | 15.83% |
| 5 Year | 17.94% | 16.54% |
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 | 1.99% | -0.13% |
| 1 Year | 18.2% | 8.57% |
| 3 Year | 18.41% | 12.76% |
| 5 Year | 17.57% | 14.33% |
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 | 13.66% | 7.84% |
| 3 Year | 18.61% | 11.24% |
| 5 Year | 19.45% | 9.45% |
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% | 12.83% |
| Sharp | 1.01% | 0.78% |
| Beta | 1.38% | 0.97% |
| Alpha | 4.85% | 0.53% |
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 | 21.58 | 5.55 |
| Large Cap | 27.09 | 69.45 |
| Mid Cap | 23.68 | 15.2 |
| Small Cap | 27.65 | 9.8 |
Sector Allocation
| Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 14.34 | 0.67 |
| Communication Services | 5.11 | 3.24 |
| Industrials | 13.97 | 11.99 |
| Basic Materials | 20.01 | 6.17 |
| Financial Services | 13.35 | 30.74 |
| Consumer Cyclical | 15 | 14.16 |
| Consumer Defensive | 1.38 | 5.31 |
| Healthcare | 6.58 | 5.04 |
| Real Estate | 1.6 | 0.97 |
| Technology | 8.55 | 10.28 |
| Utilities | 0.1 | 5.39 |
| Energy | - | 6.06 |
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