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) | ₹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 |
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 | 2.69% | 2.45% |
6 Month | -4.31% | -5.65% |
1 Year | 5.87% | 5.48% |
3 Year | 16.94% | 13.03% |
5 Year | 23.07% | 15.18% |
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 | 0.58% | 0.78% |
1 Year | -5.14% | -4.43% |
3 Year | 16.97% | 13.05% |
5 Year | 17.84% | 12.2% |
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 | 10.23% | 12.47% |
3 Year | 10.45% | 12.02% |
5 Year | 8.68% | 13.27% |
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 | 14.598% | 13.102% |
Sharp | 0.564% | 0.392% |
Beta | - | - |
Alpha | - | - |
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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 | 0.7 | 5.8 |
Large Cap | 71.08 | 51.19 |
Small Cap | 13.26 | 23.07 |
Mid Cap | 14.96 | 19.94 |
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 | 0.7 | 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 |
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