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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) ₹3276 Cr ₹155 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 -1.28% 0.17%
6 Month 6.3% 3.99%
1 Year -3.01% 5.15%
3 Year 18.83% 9.92%
5 Year 21.31% 7.21%

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 4.93% 1.9%
1 Year 4.27% 5.89%
3 Year 16.94% 9.23%
5 Year 17.45% 8.24%

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 13.92% 4.43%
Sharp 1.09% 0.87%
Beta 0.97% 1.36%
Alpha 1.45% -0.74%

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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 4.16 78.91
Large Cap 70.17 18.02
Small Cap 11.49 1.04
Mid Cap 14.18 2.04

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 0.94 78.91
Energy 7.25 1.75
Technology 9.35 2.96
Industrials 13.34 2.47
Basic Materials 6.57 0.39
Consumer Defensive 4.1 0.86
Financial Services 31.6 8.21
Consumer Cyclical 12.32 3.06
Healthcare 4.77 0.36
Utilities 5.46 1.03
Communication Services 3.12 -
Real Estate 1.19 -

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