PGIM India Retirement Fund vs NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH compare
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
PGIM India Retirement Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | PGIM India Retirement Fund - Regular (G) |
|---|---|---|---|---|---|---|---|---|---|
| Fund | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | PGIM India Retirement Fund - Regular (G) |
| Investment Plan | Growth | Growth | Growth | Growth | Growth | Growth | Growth | Growth | Growth |
| Level of Risk | Low | Average | Low | Low | Low | Low | Low | Low | Very High |
| Asset Size (Cr) | ₹2 Cr | ₹2 Cr | ₹2 Cr | ₹2 Cr | ₹2 Cr | ₹2 Cr | ₹2 Cr | ₹2 Cr | ₹92 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 | ₹5000 | ₹5000 | ₹5000 | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹200000 | ₹5000 | ₹200000 | ₹0 | ₹0 | ₹200000 | ₹200000 | ₹0 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 | ₹1000 | ₹1000 | ₹1000 | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 15 Mar 2007 | 15 Apr 2025 | 15 Mar 2007 | 15 Mar 2007 | 15 Mar 2007 | 15 Mar 2007 | 15 Mar 2007 | 15 Mar 2007 | 09 Apr 2024 |
| Category | FMP | FMP | FMP | FMP | FMP | FMP | FMP | FMP | Retirement Funds |
| Fund Type | Close Ended | Open Ended | Close Ended | Close Ended | Close Ended | Close Ended | Close Ended | Close Ended | Open Ended |
| Benchmark | CRISIL Liquid TRI | CRISIL Liquid TRI | CRISIL Liquid TRI | CRISIL Liquid TRI | CRISIL Liquid TRI | CRISIL Liquid TRI | BSE 500 | ||
| Turn Over | % | % | % | % | % | % | % | % | % |
| Expense Ratio | 0.13 | 0.13 | 0.13 | 0.13 | 0.13 | 0.13 | 0.13 | 0.13 | 2.31 |
| Manager | Vinay Paharia | ||||||||
| ISIN Code | INF204K01CV0 | INF204K01CV0 | INF204K01CV0 | INF204K01CV0 | INF204K01CV0 | INF204K01CV0 | INF204K01CV0 | INF204K01CV0 | INF663L01Y46 |
| Exits Load | Data not available./365 | /365 | Data not available./365 | Data not available./365 | Data not available./365 | Data not available./365 | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | PGIM India Retirement Fund - Regular (G) |
|---|---|---|---|---|---|---|---|---|---|
| 1 Month | 0.45% | 0.45% | 0.45% | 0.45% | 0.45% | 0.45% | 0.45% | 0.45% | 2.35% |
| 6 Month | 2.72% | 2.72% | 2.72% | 2.72% | 2.72% | 2.72% | 2.72% | 2.72% | 6.57% |
| 1 Year | 5.58% | 5.58% | 5.58% | 5.58% | 5.58% | 5.58% | 5.58% | 5.58% | 5.28% |
| 3 Year | 5.92% | 5.92% | 5.92% | 5.92% | 5.92% | 5.92% | 5.92% | 5.92% | - |
| 5 Year | 4.78% | 4.78% | 4.78% | 4.78% | 4.78% | 4.78% | 4.78% | 4.78% | - |
SIP Return Analysis
| Scheme Name | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | PGIM India Retirement Fund - Regular (G) |
|---|---|---|---|---|---|---|---|---|---|
| 6 Month | - | - | - | - | - | - | - | - | 1.14% |
| 1 Year | 1.49% | 1.49% | 1.49% | 1.49% | 1.49% | 1.49% | 1.49% | 1.49% | 12.1% |
| 3 Year | 4.06% | 4.06% | 4.06% | 4.06% | 4.06% | 4.06% | 4.06% | 4.06% | - |
| 5 Year | 4.54% | 4.54% | 4.54% | 4.54% | 4.54% | 4.54% | 4.54% | 4.54% | - |
Rolling Lumpsum Returns
| Scheme Name | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | PGIM India Retirement Fund - Regular (G) |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.82% | 6.82% | 6.82% | 6.82% | 6.82% | 6.82% | 6.82% | 6.82% | 8.74% |
| 3 Year | 6.86% | 6.86% | 6.86% | 6.86% | 6.86% | 6.86% | 6.86% | 6.86% | - |
| 5 Year | 7.47% | 7.47% | 7.47% | 7.47% | 7.47% | 7.47% | 7.47% | 7.47% | - |
Risk Management
| Scheme Name | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | PGIM India Retirement Fund - Regular (G) |
|---|---|---|---|---|---|---|---|---|---|
| Standard Deviation | 0.41% | 0.41% | 0.41% | 0.41% | 0.41% | 0.41% | 0.41% | 0.41% | - |
| Sharp | -0.62% | -0.62% | -0.62% | -0.62% | -0.62% | -0.62% | -0.62% | -0.62% | - |
| Beta | 0.57% | 0.57% | 0.57% | 0.57% | 0.57% | 0.57% | 0.57% | 0.57% | - |
| Alpha | 0.89% | 0.89% | 0.89% | 0.89% | 0.89% | 0.89% | 0.89% | 0.89% | - |
Fund Managers
| Scheme Name | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | PGIM India Retirement Fund - Regular (G) |
|---|---|---|---|---|---|---|---|---|---|
| Name | Vinay Paharia | ||||||||
| Total AUM | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹0 Cr | ||||
| Funds Managed | 95 | 95 | 95 | 95 | 10 | ||||
| NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH | PGIM India Retirement Fund - Regular (G) |
Market Cap
| Scheme Name |
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH |
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH |
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH |
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH |
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH |
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH |
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH |
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH |
PGIM India Retirement Fund - Regular (G) |
|---|---|---|---|---|---|---|---|---|---|
| Others | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 9.58 |
| Large Cap | - | - | - | - | - | - | - | - | 36.15 |
| Small Cap | - | - | - | - | - | - | - | - | 27.25 |
| Mid Cap | - | - | - | - | - | - | - | - | 27.02 |
Sector Allocation
| Scheme Name |
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH |
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH |
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH |
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH |
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH |
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH |
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH |
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH |
PGIM India Retirement Fund - Regular (G) |
|---|---|---|---|---|---|---|---|---|---|
| Others | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 5.17 |
| Energy | - | - | - | - | - | - | - | - | 4.12 |
| Consumer Defensive | - | - | - | - | - | - | - | - | 6.07 |
| Communication Services | - | - | - | - | - | - | - | - | 4.7 |
| Industrials | - | - | - | - | - | - | - | - | 15.58 |
| Consumer Cyclical | - | - | - | - | - | - | - | - | 12.63 |
| Healthcare | - | - | - | - | - | - | - | - | 12.57 |
| Financial Services | - | - | - | - | - | - | - | - | 21.17 |
| Basic Materials | - | - | - | - | - | - | - | - | 10.37 |
| Technology | - | - | - | - | - | - | - | - | 5.2 |
| Utilities | - | - | - | - | - | - | - | - | 1.24 |
| Real Estate | - | - | - | - | - | - | - | - | 1.18 |
Top Comparisons
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
3Y Returns7.09%
UTI Medium to Long Duration Fund- Regular Plan - Growth
3Y Returns7.21%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns15.32%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns23.44%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns31.76%
INVESCO INDIA GOLD ETF FUND OF FUND- Growth
3Y Returns31.39%
Nippon India Low Duration Fund - Retail Plan - Growth Plan - Growth Option
3Y Returns7.04%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.2%