- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Nippon India Retirement Fund vs Axis Retirement Savings Fund compare
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Fund | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹3144 Cr | ₹309 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 11 Feb 2015 | 20 Dec 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE India Bond Index |
| Turn Over | 61% | 32.33% |
| Expense Ratio | 1.95 | 2.42 |
| Manager | Pranay Sinha | Vinayak Jayanath |
| ISIN Code | INF204KA1B64 | INF846K01T44 |
| 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 | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | 3.09% | 2.23% |
| 6 Month | 14.51% | 11.5% |
| 1 Year | -2.92% | -2.48% |
| 3 Year | 16.75% | 12.22% |
| 5 Year | 21.01% | 14.51% |
SIP Return Analysis
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 4.17% | 2.47% |
| 1 Year | 9.93% | 6.6% |
| 3 Year | 16.22% | 14.37% |
| 5 Year | 16.57% | 12.55% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 8.77% | 14.67% |
| 3 Year | 10.89% | 12.3% |
| 5 Year | 9.14% | 15.07% |
Risk Management
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 13.33% | 11.59% |
| Sharp | 0.71% | 0.44% |
| Beta | 0.97% | 1.21% |
| Alpha | 1.83% | -0.91% |
Fund Managers
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Name | Pranay Sinha | Vinayak Jayanath |
| Total AUM | ₹21046 Cr | ₹0 Cr |
| Funds Managed | 6 | 18 |
| Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
Market Cap
| Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 4.3 | 16.16 |
| Large Cap | 68.41 | 53.5 |
| Mid Cap | 15.28 | 17.64 |
| Small Cap | 12.01 | 12.7 |
Sector Allocation
| Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 0.89 | 12.04 |
| Energy | 6.67 | 6.04 |
| Technology | 9.18 | 8.9 |
| Industrials | 13.66 | 12.44 |
| Basic Materials | 6.02 | 4.78 |
| Consumer Defensive | 4.63 | 3.15 |
| Financial Services | 30.83 | 25.5 |
| Consumer Cyclical | 13.2 | 8.13 |
| Healthcare | 5.18 | 9.95 |
| Utilities | 5.6 | 2.35 |
| Communication Services | 3.05 | 3.8 |
| Real Estate | 1.1 | 2.93 |
Top Comparisons
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns12.78%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns18.19%
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.6%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.81%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns14.35%
Quant Large and Mid Cap Fund-Growth
3Y Returns15.3%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns7.09%
Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
3Y Returns6.51%
