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) | ₹3244 Cr | ₹150 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 | -2.08% | -0.35% |
| 6 Month | 1.17% | -0.25% |
| 1 Year | -4.55% | 1.87% |
| 3 Year | 15.96% | 7.98% |
| 5 Year | 16.7% | 6.32% |
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 | -0.13% | -0.16% |
| 1 Year | 8.57% | 2.46% |
| 3 Year | 12.76% | 6.49% |
| 5 Year | 14.33% | 6.87% |
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 | 7.84% | 7.41% |
| 3 Year | 11.24% | 6.81% |
| 5 Year | 9.45% | 7.13% |
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 | 12.83% | 4.6% |
| Sharp | 0.78% | 0.55% |
| Beta | 0.97% | 0.92% |
| Alpha | 0.53% | -1.07% |
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 | 5.42 | 78.11 |
| Large Cap | 68.4 | 18.9 |
| Mid Cap | 15.39 | 2.11 |
| Small Cap | 10.8 | 0.88 |
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 | 0.37 | 78.11 |
| Energy | 5.77 | 1.82 |
| Technology | 10.33 | 3.36 |
| Industrials | 12.27 | 2.37 |
| Basic Materials | 6.66 | 0.34 |
| Consumer Defensive | 5.33 | 0.87 |
| Financial Services | 30.26 | 8.66 |
| Consumer Cyclical | 14.14 | 3.04 |
| Healthcare | 4.89 | 0.38 |
| Utilities | 5.67 | 1.04 |
| Communication Services | 3.2 | - |
| Real Estate | 1.11 | - |
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