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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) | ₹3276 Cr | ₹418 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 | -1.28% | -1.26% |
| 6 Month | 6.3% | 10.13% |
| 1 Year | -3.01% | 2.09% |
| 3 Year | 18.83% | 15.19% |
| 5 Year | 21.31% | 15.56% |
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 | 4.93% | 7.97% |
| 1 Year | 4.27% | 11.28% |
| 3 Year | 16.94% | 16.4% |
| 5 Year | 17.45% | 14.14% |
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 | 8.77% | 11.05% |
| 3 Year | 10.89% | 12.22% |
| 5 Year | 9.14% | 14.04% |
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 | 13.92% | 14.01% |
| Sharp | 1.09% | 0.87% |
| Beta | 0.97% | 0.96% |
| Alpha | 1.45% | -1.69% |
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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 | 4.16 | 5.92 |
| Large Cap | 70.17 | 44.87 |
| Small Cap | 11.49 | 25.69 |
| Mid Cap | 14.18 | 23.52 |
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 | 0.94 | 3.08 |
| Energy | 7.25 | 4.74 |
| Technology | 9.35 | 9.11 |
| Industrials | 13.34 | 17.78 |
| Basic Materials | 6.57 | 8.37 |
| Consumer Defensive | 4.1 | 5.54 |
| Financial Services | 31.6 | 26.49 |
| Consumer Cyclical | 12.32 | 9.9 |
| Healthcare | 4.77 | 7.57 |
| Utilities | 5.46 | 3.38 |
| Communication Services | 3.12 | 1.29 |
| Real Estate | 1.19 | 2.75 |
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