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) | ₹3089 Cr | ₹153 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 | 2.69% | 2.2% |
6 Month | -4.31% | 3.17% |
1 Year | 5.87% | 10.47% |
3 Year | 16.94% | 9.43% |
5 Year | 23.07% | 8.37% |
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 | 0.58% | 3% |
1 Year | -5.14% | 7.34% |
3 Year | 16.97% | 10.24% |
5 Year | 17.84% | 8.54% |
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 | 10.23% | 7.9% |
3 Year | 10.45% | 6.55% |
5 Year | 8.68% | 7.06% |
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 | 14.598% | 4.736% |
Sharp | 0.564% | 0.178% |
Beta | - | - |
Alpha | - | - |
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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 | 0.7 | 80.26 |
Large Cap | 71.08 | 16.37 |
Small Cap | 13.26 | 0.99 |
Mid Cap | 14.96 | 2.38 |
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 | 0.7 | 80.26 |
Energy | 5.81 | 1.45 |
Technology | 13.54 | 4.2 |
Communication Services | 5 | - |
Healthcare | 4.86 | 0.35 |
Consumer Defensive | 4.36 | 0.91 |
Industrials | 10.31 | 2.06 |
Basic Materials | 5.24 | 0.38 |
Financial Services | 31.76 | 7.1 |
Consumer Cyclical | 13.19 | 2.59 |
Utilities | 3.91 | 0.69 |
Real Estate | 1.33 | - |
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