Nippon India Retirement Fund vs HDFC Retirement Savings Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Fund | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6693 Cr | ₹3179 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 26 Feb 2016 | 11 Feb 2015 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 |
Turn Over | 14.13% | 61% |
Expense Ratio | 1.77 | 1.95 |
Manager | Dhruv Muchhal | Pranay Sinha |
ISIN Code | INF179KB1MG8 | INF204KA1B64 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
1 Month | 0.82% | -0.04% |
6 Month | 7.83% | 8.47% |
1 Year | 1.32% | -0.62% |
3 Year | 19.62% | 18.34% |
5 Year | 24.34% | 20.54% |
SIP Return Analysis
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
6 Month | 1.6% | 2.27% |
1 Year | 10.14% | 10.35% |
3 Year | 14.95% | 15.42% |
5 Year | 17.69% | 16.14% |
Rolling Lumpsum Returns
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
1 Year | 16.78% | 8.23% |
3 Year | 18.95% | 11.02% |
5 Year | 17.34% | 9.28% |
Risk Management
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 10.93% | 13.15% |
Sharp | 1.04% | 0.82% |
Beta | 0.81% | 0.98% |
Alpha | 3.58% | 1.59% |
Fund Managers
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Name | Dhruv Muchhal | Pranay Sinha |
Total AUM | ₹520687 Cr | ₹21046 Cr |
Funds Managed | 40 | 6 |
HDFC Retirement Savings Fund - Equity Plan - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Others | 7.76 | 5.32 |
Large Cap | 62.28 | 68.08 |
Mid Cap | 10.13 | 15.78 |
Small Cap | 19.83 | 10.83 |
Sector Allocation
Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Others | 6.94 | 0.53 |
Energy | 5.27 | 5.47 |
Financial Services | 31.13 | 29.92 |
Technology | 8.65 | 10.98 |
Industrials | 14.22 | 12.47 |
Real Estate | 1.16 | 0.99 |
Healthcare | 7.96 | 4.98 |
Consumer Cyclical | 9.8 | 14.03 |
Basic Materials | 5.19 | 6.44 |
Consumer Defensive | 3.79 | 5.21 |
Communication Services | 3.53 | 2.99 |
Utilities | 2.37 | 5.99 |
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