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Nippon India Retirement Fund vs Nippon India Retirement Fund compare
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹3144 Cr | ₹151 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 11 Feb 2015 | 11 Feb 2015 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | CRISIL Hybrid 85+15 Conservative Index |
| Turn Over | 61% | 1243% |
| Expense Ratio | 1.95 | 2.09 |
| Manager | Pranay Sinha | Pranay Sinha |
| ISIN Code | INF204KA1B64 | INF204KA1C22 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option |
|---|---|---|
| 1 Month | 2.6% | -0.05% |
| 6 Month | 15.28% | 4.48% |
| 1 Year | -2.81% | 2.91% |
| 3 Year | 16.68% | 8.22% |
| 5 Year | 20.71% | 7.25% |
SIP Return Analysis
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 4.17% | 0.15% |
| 1 Year | 9.93% | 3.84% |
| 3 Year | 16.22% | 7.86% |
| 5 Year | 16.57% | 7.48% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 8.77% | 7.77% |
| 3 Year | 10.89% | 6.72% |
| 5 Year | 9.14% | 7.12% |
Risk Management
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.33% | 4.46% |
| Sharp | 0.71% | 0.33% |
| Beta | 0.97% | 1.40% |
| Alpha | 1.83% | -0.92% |
Fund Managers
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option |
|---|---|---|
| Name | Pranay Sinha | Pranay Sinha |
| Total AUM | ₹21046 Cr | ₹21046 Cr |
| Funds Managed | 6 | 6 |
| Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option |
|---|---|---|
| Others | 4.3 | 79.33 |
| Large Cap | 68.41 | 17.6 |
| Mid Cap | 15.28 | 2.12 |
| Small Cap | 12.01 | 0.94 |
Sector Allocation
| Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option |
|---|---|---|
| Others | 0.89 | 79.33 |
| Energy | 6.67 | 1.61 |
| Technology | 9.18 | 2.81 |
| Industrials | 13.66 | 2.57 |
| Basic Materials | 6.02 | 0.36 |
| Consumer Defensive | 4.63 | 0.89 |
| Financial Services | 30.83 | 8.14 |
| Consumer Cyclical | 13.2 | 2.85 |
| Healthcare | 5.18 | 0.37 |
| Utilities | 5.6 | 1.05 |
| Communication Services | 3.05 | - |
| Real Estate | 1.1 | - |
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