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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) | ₹3179 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 | 2.27% | 0.07% |
| 6 Month | 6.96% | - |
| 1 Year | 2.62% | 3.32% |
| 3 Year | 17.34% | 8.73% |
| 5 Year | 20.92% | 7.15% |
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 | 0.45% | -0.08% |
| 1 Year | 6.49% | 2.78% |
| 3 Year | 13.27% | 7.04% |
| 5 Year | 14.85% | 7.15% |
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 | 8.23% | 7.63% |
| 3 Year | 11.02% | 6.76% |
| 5 Year | 9.28% | 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 | 13.15% | 4.35% |
| Sharp | 0.82% | 0.48% |
| Beta | 0.98% | 1.43% |
| Alpha | 1.59% | -1.20% |
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 | 5.32 | 79.04 |
| Large Cap | 68.08 | 17.87 |
| Mid Cap | 15.78 | 2.2 |
| Small Cap | 10.83 | 0.9 |
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 | 0.53 | 79.04 |
| Energy | 5.47 | 1.63 |
| Technology | 10.98 | 3.35 |
| Industrials | 12.47 | 2.18 |
| Basic Materials | 6.44 | 0.35 |
| Consumer Defensive | 5.21 | 0.88 |
| Financial Services | 29.92 | 8.14 |
| Consumer Cyclical | 14.03 | 3.01 |
| Healthcare | 4.98 | 0.36 |
| Utilities | 5.99 | 1.07 |
| Communication Services | 2.99 | - |
| Real Estate | 0.99 | - |
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