Nippon India Retirement Fund vs Nippon India Retirement Fund compare

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tortoise-icon Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

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tortoise-icon Nippon India Retirement Fund- Income Generation 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 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) ₹3325 Cr ₹164 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 05 Feb 2015 05 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 1.93 2.1
Manager Pranay Sinha Pranay Sinha
ISIN Code INF204KA1B64 INF204KA1C22
Exits Load Nil/365 Nil/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 1.73% 1.22%
6 Month 20.1% 7.04%
1 Year 43.18% 14.33%
3 Year 20.79% 8.2%
5 Year 19.4% 7.77%

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 - -
1 Year 16.9% 6.02%
3 Year 41.38% 14.75%
5 Year 72.61% 21.94%

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 20.99% 7.21%
3 Year 55.71% 17.76%
5 Year 81.86% 24.22%

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 1.1% 0.33%
Beta 0.97% 0.7%
Alpha 2.83% -0.92%

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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
Fund Manage 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 1.62 80.06
Large Cap 58.11 13.63
Small Cap 18.78 2.04
Mid Cap 21.51 4.27

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 1.62 3.09
Energy 9.88 2.21
Technology 8.77 2.22
Capital Goods 11.58 1.68
Consumer Staples 3.73 0.94
Construction 5.7 0.91
Metals & Mining 4.35 0.4
Financial 26.09 5.22
Healthcare 3.89 0.54
Automobile 7.2 2.27
Services 7.65 1.38
Communication 0.95 -
Insurance 2.67 1.28
Consumer Discretionary 2.92 0.49
Materials 2.3 0.4
Textiles 0.72 -
Sovereign - 76.97

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