Nippon India Retirement Fund vs ICICI Prudential Retirement Fund compare
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Chart Comparison
Overview
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Fund | ICICI Prudential Retirement Fund - Hybrid Aggressive - 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) | ₹902 Cr | ₹3218 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 27 Feb 2019 | 11 Feb 2015 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | BSE 500 |
Turn Over | 54% | 61% |
Expense Ratio | 2.31 | 1.95 |
Manager | Sharmila D'mello | Pranay Sinha |
ISIN Code | INF109KC1TU8 | INF204KA1B64 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
1 Month | -2.26% | -1.45% |
6 Month | 12.86% | 10.16% |
1 Year | 6.28% | -0.34% |
3 Year | 19.35% | 17.13% |
5 Year | 20.11% | 20.72% |
SIP Return Analysis
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
6 Month | 4.88% | 3.17% |
1 Year | 10.29% | 2.7% |
3 Year | 19.06% | 15.12% |
5 Year | 18.01% | 16.16% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
1 Year | 15.64% | 8.77% |
3 Year | 18.2% | 10.89% |
5 Year | 18.75% | 9.14% |
Risk Management
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 12.65% | 13.33% |
Sharp | 1.05% | 0.88% |
Beta | 1.33% | 0.97% |
Alpha | 4.61% | 2.02% |
Fund Managers
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Name | Sharmila D'mello | Pranay Sinha |
Total AUM | ₹354743 Cr | ₹21046 Cr |
Funds Managed | 35 | 6 |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Market Cap
Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Others | 18.9 | 4.3 |
Large Cap | 29.09 | 68.41 |
Mid Cap | 25.25 | 15.28 |
Small Cap | 26.76 | 12.01 |
Sector Allocation
Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Others | 14.83 | 0.89 |
Communication Services | 7.32 | 3.05 |
Industrials | 15.48 | 13.66 |
Basic Materials | 24.72 | 6.02 |
Financial Services | 16.75 | 30.83 |
Real Estate | 1.93 | 1.1 |
Consumer Cyclical | 10.86 | 13.2 |
Healthcare | 2.52 | 5.18 |
Technology | 5.39 | 9.18 |
Utilities | 0.21 | 5.6 |
Energy | - | 6.67 |
Consumer Defensive | - | 4.63 |
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