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

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

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tortoise-icon 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

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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