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Nippon India Retirement Fund vs HDFC Retirement Savings Fund compare

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tortoise-icon HDFC Retirement Savings Fund - Equity Plan - Growth Option

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tortoise-icon 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) ₹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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