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Nippon India Retirement Fund vs Aditya Birla Sun Life 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) | ₹3244 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 | -2.09% | -0.25% |
| 6 Month | 1.69% | 5.13% |
| 1 Year | -2.83% | 5.14% |
| 3 Year | 15.85% | 15.13% |
| 5 Year | 16.5% | 12.31% |
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 | -0.13% | 2.45% |
| 1 Year | 8.57% | 18.85% |
| 3 Year | 12.76% | 15.08% |
| 5 Year | 14.33% | 13.38% |
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 | 7.78% | 9.79% |
| 3 Year | 11.26% | 12.51% |
| 5 Year | 9.48% | 14.3% |
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% | 13.18% |
| Sharp | 0.78% | 0.61% |
| Beta | 0.97% | 0.96% |
| Alpha | 0.53% | -0.46% |
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 | 5.55 | 10.24 |
| Large Cap | 69.45 | 43.31 |
| Mid Cap | 15.2 | 21.23 |
| Small Cap | 9.8 | 25.22 |
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 | 0.67 | 2.91 |
| Energy | 6.06 | 2.07 |
| Technology | 10.28 | 12.33 |
| Industrials | 11.99 | 14.31 |
| Basic Materials | 6.17 | 9.3 |
| Consumer Defensive | 5.31 | 7.03 |
| Financial Services | 30.74 | 25.77 |
| Consumer Cyclical | 14.16 | 12.97 |
| Healthcare | 5.04 | 7.61 |
| Utilities | 5.39 | 2.96 |
| Communication Services | 3.24 | - |
| Real Estate | 0.97 | 2.74 |
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