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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) | ₹3258 Cr | ₹427 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 | 1.5% | 3.24% |
| 6 Month | 5.1% | 9.43% |
| 1 Year | 4.88% | 10.21% |
| 3 Year | 16.83% | 15.06% |
| 5 Year | 19.11% | 14.1% |
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 | 1.52% | 3.05% |
| 1 Year | 10.04% | 18.81% |
| 3 Year | 14.36% | 15.74% |
| 5 Year | 15.35% | 13.73% |
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 | 8.04% | 9.92% |
| 3 Year | 11.17% | 12.44% |
| 5 Year | 9.41% | 14.4% |
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 | 13.10% | 13.19% |
| Sharp | 0.80% | 0.64% |
| Beta | 0.97% | 0.95% |
| Alpha | 1.28% | -0.76% |
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 | 5.32 | 7.72 |
| Large Cap | 68.08 | 45.83 |
| Mid Cap | 15.78 | 18.8 |
| Small Cap | 10.83 | 27.65 |
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 | 0.53 | 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 |
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