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

Retirement Fund NAV 22.9005 0 07 December, 2023

With a lock-in period of 5 years, Reliance Retirement Fund Wealth Creation Scheme offers retirement solutions to investors. The fund fulfills the long-term goals of investors by investing in equity, equity-related securities, and fixed income securities. Reliance Retirement Fund Wealth Creation Schemes ignificantly invests in the large-cap companies and good quality mid-cap companies. Reliance Retirement Plan offers income over long-term along with capital growth. It is suitable for the investors who have the appetite of tolerating moderately high-risk.

Fund Details

Fund Type Open Ended
Investment Plan Growth
Launch Date 05 February, 2015
Benchmark S&P BSE 500 TRI
Asset Size(Cr) 2641.1519
Turn over 61%
Min Investment ₹ 500
Min SIP Investment ₹ 100
Min Addl Investment ₹ 500
Exit Load Nil
Expense Ratio 1.96
Fund Manager Pranay Sinha, Sanjay Doshi, Kinjal Desai, Akshay Sharma
Fund House Nippon India Mutual Fund

Investment Returns (As on 07 Dec, 2023)

Duration Returns Benchmark Category
1 W -1.51% 0.33% 1.24%
1 M -1.07% 1.68% 2.86%
3 M 3.43% 2.58% 2.34%
6 M 21.43% 5.48% 1.39%
1 Y 19.89% 7.16% 6.08%
2 Y 11.96% 5.04% 7.76%
3 Y 22.34% 5.69% 12.84%
5 Y 11.52% 8.07% 7.75%

Risk Mesasures (As on 07 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 15.04 1.18 -1.69 0.97
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 2.2%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 19.89% 22.34% 11.52%
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 16.75% 17.83% 12.17%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 16.07% 15.33% 13.56%
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 13.45% 14.02% 10.22%
Franklin India Pension Plan-Growth 9.91% 9.31% 8.4%
SBI Gold Fund Regular Plan - Growth 20.17% 4.67% 12.71%
Nippon India Gold Savings Fund-Growth plan- Growth Option 20.33% 4.43% 12.12%

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How to Live a Comfortable Retirement with Reliance Retirement Fund?

Reliance Retirement Fund is an essential ingredient for cooking up a marvellous retirement plan. This multicap fund possesses all the qualities that would essentially be present in an option made specifically for devising a cohesive second-innings plan. A multicap fund by nature, it nests stocks of various categories harbouring great energy and potential to build wealth over a long term horizon. Thus, a little patience, judicious efforts and a tinge of brainstorming will help you design a wonderful retirement plan that will earn you enough for a comfortable retirement.

MySIPonline specialises in making tailor-made portfolio for clients, in which the schemes are made on the basis of the client’s profile to make him avail the best results. Our research and analysis team is always engaged in finding new and improved methods of designing investment portfolios, taking in the best mutual funds available in the market and putting them in proportions that will serve the best to the clients. We also publish tons of blogs, articles and other contents on mutual funds and the market in general, covering the latest changes made by the fund houses and trending topics floating in the market. Our first-class, free online services have made us North India’s no. 1 online investment portal, and we have been consecutively awarded as the best investment partner by numerous successful AMCs.

Reliance Retirement Fund – An Overview

India is one of the fastest growing economy in the world. It has been speculated by many leading economists that in the next few decades, India will stand on the podium of one of the strongest economy in the world, with jobs for every person that possesses some education. Also, people are delving deeper into mutual fund investing, since the awareness amongst the crowd regarding top funds such as Reliance Retirement Fund (Growth) is increasing by the day.

Keeping at sight the need to provide the investors with lucrative opportunities in the money market, Reliance Mutual Fund – one of India’s biggest asset management companies – came up with the idea of devising a fund that could serve the people to their best expectations and raise the bar of servility in the industry. Hence, the idea to form Reliance Retirement Fund – Regular Plan (G) was initiated, and the fund came to life on February 11, 2015.

In the initial years of its formation itself, Reliance Retirement Fund Nav shot to enormous fame. This was the direct result of providing the market with some of the best results it had ever seen, and satiating the needs of a wide range of investors running from the high risk-takers to the conservative policy makers. At present, the fund basks in the glory of a three star rating from CRISIL, and is counted amongst the best options to infuse diversification in the portfolio.

Reliance Retirement Fund– Wealth Creation: The Fundamentals

In order to make an infallible investment plan, it is imperative to acknowledge the fund to its entirety and learn about it inside out. There are some general parameters on the basis of which you can identify if the fund is suitable to you. This includes prying into the fund’s past performance, the current progress rate, and the future expectations. The following details about Reliance Retirement Fund (G) will give you an overview of the most important segments of this fund, and will help you draw a fruitful plan for your retirement: -

  • The Past Performance
    The past performance of a fund, though not an exact measure, is a plausible estimation of its future output. It tells us about the fund’s capacity to perform under different market pressures, and helps in building an opinion on the quality of management it has been put up to. The records have revealed that Reliance Retirement Fund – Regular Plan (Growth) has yielded as much as 8.23% returns since its inception, which is a pleasing figure considering that the fund is less than five years old. Further, the last three years have been quite progressive as the fund spewed returns at the rate of 7.69%. These figures testify that the fund possesses the potential to grow in the future, and will help in making a good retirement plan.
  • The Current Market Standing
    Reliance Retirement Fund has been moving at a steady pace. The growth graph has never been better and shows promising numbers to be fetched in the future. After suffering a pause about a year ago, the fund has again gained momentum and has been gaining new heights, as we speak. In the first quarter of 2018 the fund secured an astonishing growth rate, leaving behind the benchmark and raising the performance bar in the category. Thus, an SIP plan in this fund will give you a kick-start in charting the course to a cohesive retirement plan that will allow you to gather sufficient surplus to last a comfortable retirement.
  • The Future Expectations
    The above explanations on the past performance and the current market standings provide plenty of clues to plot the future of Reliance Retirement Fund Nav. Since the fund is ahead of its benchmark (S&P BSE 100 TRI) in achieving growth, it can be estimated that it will rise higher in the future and produce great wealth for the patrons. A simple SIP investment plan executed through MySIPonline can open the doors for a successful retirement. Since the fund allows an investment as small as Rs. 500 through SIP, it is quite affordable to make a cheerful retirement.

How to invest in Reliance Retirement Fund – Wealth Creation Scheme?

The simplest and easiest way to make a superb retirement plan is to invest through MySIPonline. At our website, you’d get tons of help to make your retirement comfortable and loveable. We provide online tools such as the SIP calculator that provides best estimates of the future value of your SIP investments. All you need to do is punch in your investment details like your SIP amount, expected returns and the desired time period. After submitting these details you’ll be served with the most accurate and likely value of your investments at your chosen maturity date. And, it doesn’t end here. You’ll also be able to use free online Tax Calculator that is directly accessible on our website. This mighty gizmo will help you perform complex tax computations with minutes, and you can achieve the best results regarding your tax liability.

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Retirement planning was a primary goal of my life. But now, by investing in the best Reliance Retirement Fund-Wealth Creation Scheme, I am free from all the worries regarding my future. It was made possible by taking your services and mentorship. I really appreciate your work, and thankful to your team.
Sachin Paliwal
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