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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) | ₹7086 Cr | ₹3194 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 | -3.25% | -3.3% |
| 6 Month | -1.21% | -2.55% |
| 1 Year | 7.76% | 6.5% |
| 3 Year | 17.33% | 17.26% |
| 5 Year | 19.28% | 15.61% |
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 | -3.05% | -4.2% |
| 1 Year | -0.83% | -3.02% |
| 3 Year | 9.34% | 8.62% |
| 5 Year | 14.13% | 12.26% |
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 | 13.85% | 7.61% |
| 3 Year | 18.77% | 11.36% |
| 5 Year | 17.97% | 9.58% |
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 | 10.44% | 12.83% |
| Sharp | 1.07% | 0.84% |
| Beta | 0.82% | 0.97% |
| Alpha | 2.7% | 0.28% |
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 | 8.93 | 5.42 |
| Large Cap | 61.91 | 70.25 |
| Mid Cap | 9.77 | 14.56 |
| Small Cap | 19.39 | 9.76 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 7.96 | 0.81 |
| Energy | 5.63 | 6.24 |
| Financial Services | 30.62 | 30.62 |
| Technology | 9.46 | 9.74 |
| Industrials | 13.4 | 11.91 |
| Real Estate | 0.9 | 0.97 |
| Healthcare | 7.7 | 5.01 |
| Consumer Cyclical | 9.63 | 14.05 |
| Basic Materials | 5.65 | 6.61 |
| Consumer Defensive | 3.53 | 5.1 |
| Communication Services | 3.37 | 3.28 |
| Utilities | 2.14 | 5.66 |
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