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Nippon India Retirement Fund vs ICICI Prudential Retirement Fund compare

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tortoise-icon ICICI Prudential Retirement Fund - Hybrid Aggressive - 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 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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