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) | ₹916 Cr | ₹3144 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 | 0.94% | -0.21% |
6 Month | 14.82% | 8.2% |
1 Year | 6.73% | -0.59% |
3 Year | 21.77% | 18.64% |
5 Year | 21.04% | 20.77% |
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 | 4.16% | 1.81% |
1 Year | 19.13% | 9.63% |
3 Year | 19.86% | 15.05% |
5 Year | 18.36% | 15.83% |
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 | 14.85% | 8.23% |
3 Year | 18.39% | 11.02% |
5 Year | 19.12% | 9.28% |
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 | 12.58% | 13.15% |
Sharp | 1.00% | 0.82% |
Beta | 1.36% | 0.98% |
Alpha | 4.23% | 1.59% |
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 | 20.04 | 5.32 |
Large Cap | 28.11 | 68.08 |
Mid Cap | 23.91 | 15.78 |
Small Cap | 27.94 | 10.83 |
Sector Allocation
Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Others | 16.48 | 0.53 |
Communication Services | 6.43 | 2.99 |
Industrials | 14.1 | 12.47 |
Basic Materials | 24.16 | 6.44 |
Financial Services | 16.24 | 29.92 |
Real Estate | 1.89 | 0.99 |
Consumer Cyclical | 12.16 | 14.03 |
Healthcare | 2.83 | 4.98 |
Technology | 5.71 | 10.98 |
Utilities | 0 | 5.99 |
Energy | - | 5.47 |
Consumer Defensive | - | 5.21 |
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