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)	₹3089 Cr	₹373 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	1.43%	4.96%
6 Month	-6.19%	-1.18%
1 Year	2.87%	7.05%
3 Year	21.61%	18.5%
5 Year	23.02%	16.58%

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	5.9%	10.85%
1 Year	1.2%	11.16%
3 Year	16.81%	16.51%
5 Year	17.36%	14.09%

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	9.41%	11.52%
3 Year	10.7%	11.98%
5 Year	8.99%	13.42%

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	14.598%	13.102%
Sharp	0.564%	0.392%
Beta	-	-
Alpha	-	-

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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	0.7	5.8
Large Cap	71.08	51.19
Small Cap	13.26	23.07
Mid Cap	14.96	19.94

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	0.7	5.8
Energy	5.81	4.83
Technology	13.54	10.41
Communication Services	5	3.02
Healthcare	4.86	8.69
Consumer Defensive	4.36	4.18
Industrials	10.31	12.8
Basic Materials	5.24	8.14
Financial Services	31.76	26.98
Consumer Cyclical	13.19	9.19
Utilities	3.91	2.39
Real Estate	1.33	3.57