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) | ₹6701 Cr | ₹3276 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 | -2% | -1.45% |
6 Month | 8.53% | 10.16% |
1 Year | 1.12% | -0.34% |
3 Year | 18.32% | 17.13% |
5 Year | 24.57% | 20.72% |
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 | 2.98% | 3.91% |
1 Year | 1.99% | 1.33% |
3 Year | 14.6% | 14.57% |
5 Year | 17.9% | 15.83% |
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 | 17.17% | 8.77% |
3 Year | 19.1% | 10.89% |
5 Year | 17.18% | 9.14% |
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 | 11.08% | 13.33% |
Sharp | 1.11% | 0.88% |
Beta | 0.80% | 0.97% |
Alpha | 4.04% | 2.02% |
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 | 11.48 | 4.3 |
Large Cap | 60.93 | 68.41 |
Mid Cap | 8.67 | 15.28 |
Small Cap | 18.91 | 12.01 |
Sector Allocation
Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Others | 10.61 | 0.89 |
Energy | 5.34 | 6.67 |
Financial Services | 31.76 | 30.83 |
Technology | 7.11 | 9.18 |
Industrials | 14.1 | 13.66 |
Real Estate | 1.15 | 1.1 |
Healthcare | 6.89 | 5.18 |
Consumer Cyclical | 8.6 | 13.2 |
Basic Materials | 4.86 | 6.02 |
Consumer Defensive | 3.72 | 4.63 |
Communication Services | 3.6 | 3.05 |
Utilities | 2.26 | 5.6 |
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