Nippon India Retirement Fund vs HDFC Retirement Savings Fund compare

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HDFC Retirement Savings Fund - Equity Plan - Growth Option

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Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹7055 Cr	₹3244 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

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Month	-0.36%	-1.51%
6 Month	2.63%	1.88%
1 Year	1.83%	-2.99%
3 Year	17.41%	15.73%
5 Year	21.12%	17.22%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
6 Month	1.56%	-0.13%
1 Year	11.38%	8.57%
3 Year	13.58%	12.76%
5 Year	16.42%	14.33%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Year	14.7%	7.84%
3 Year	18.93%	11.24%
5 Year	17.74%	9.45%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Standard Deviation	10.89%	13.08%
Sharp	0.96%	0.71%
Beta	0.81%	0.97%
Alpha	3.25%	0.94%

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

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Others	7.04	5.42
Large Cap	62.76	68.4
Mid Cap	9.9	15.39
Small Cap	20.3	10.8

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Others	6.24	0.37
Energy	5.5	5.77
Financial Services	30.81	30.26
Technology	9.02	10.33
Industrials	14.14	12.27
Real Estate	1.18	1.11
Healthcare	7.98	4.89
Consumer Cyclical	9.66	14.14
Basic Materials	5.67	6.66
Consumer Defensive	3.77	5.33
Communication Services	3.72	3.2
Utilities	2.32	5.67