Nippon India Retirement Fund vs Aditya Birla Sun Life Retirement Fund compare

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Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

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Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3179 Cr	₹411 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

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	2.27%	2.87%
6 Month	6.96%	11.95%
1 Year	2.62%	5.73%
3 Year	17.34%	15.09%
5 Year	20.92%	15.19%

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	0.45%	0.79%
1 Year	6.49%	11.86%
3 Year	13.27%	13.48%
5 Year	14.85%	12.49%

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	8.23%	10.43%
3 Year	11.02%	12.36%
5 Year	9.28%	14.33%

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	13.15%	13.20%
Sharp	0.82%	0.65%
Beta	0.98%	0.96%
Alpha	1.59%	-0.64%

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

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	5.32	7.72
Large Cap	68.08	45.83
Mid Cap	15.78	18.8
Small Cap	10.83	27.65

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	0.53	2.75
Energy	5.47	1.97
Technology	10.98	10.66
Industrials	12.47	16.98
Basic Materials	6.44	9.97
Consumer Defensive	5.21	7.65
Financial Services	29.92	24.83
Consumer Cyclical	14.03	11.61
Healthcare	4.98	7.68
Utilities	5.99	3.21
Communication Services	2.99	-
Real Estate	0.99	2.69