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) | ₹1082 Cr | ₹3194 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 | 1.12% | 0.12% |
| 6 Month | 3.12% | -1.24% |
| 1 Year | 15.24% | 4.01% |
| 3 Year | 21.32% | 17.16% |
| 5 Year | 16.55% | 15.47% |
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 | 1.9% | -1.25% |
| 1 Year | 16.04% | 4.77% |
| 3 Year | 17.55% | 10.84% |
| 5 Year | 17.4% | 13.42% |
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 | 13.36% | 7.61% |
| 3 Year | 18.76% | 11.36% |
| 5 Year | 19.21% | 9.58% |
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 | 11.22% | 12.83% |
| Sharp | 1.18% | 0.84% |
| Beta | 1.39% | 0.97% |
| Alpha | 6.12% | 0.28% |
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 | 27.5 | 5.42 |
| Large Cap | 28.17 | 70.25 |
| Mid Cap | 22.91 | 14.56 |
| Small Cap | 21.43 | 9.76 |
Sector Allocation
| Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 18.77 | 0.81 |
| Communication Services | 2.38 | 3.28 |
| Energy | 0.97 | 6.24 |
| Industrials | 12.94 | 11.91 |
| Basic Materials | 20.34 | 6.61 |
| Consumer Cyclical | 13.26 | 14.05 |
| Financial Services | 11.38 | 30.62 |
| Consumer Defensive | 2.24 | 5.1 |
| Healthcare | 7.61 | 5.01 |
| Real Estate | 2.33 | 0.97 |
| Technology | 7.69 | 9.74 |
| Utilities | 0.1 | 5.66 |
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