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) | ₹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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