Nippon India Retirement Fund Wealth Creation Scheme Growth

25.12
NAV (Apr 15,2024)

Nippon India Retirement Fund - Wealth Creation Scheme - Growth is a popular investment option in India for retirement planning. With a minimum investment of INR 500, this scheme offers potential wealth creation for a secure future. Established on February 11, 2015, the scheme currently has an asset under management of INR 2899.03 crores. With an expense ratio of 1.95%, this growth-oriented scheme provides long-term growth opportunities for retirement savings. Start planning and investing in your retirement today with Nippon India Retirement Fund - Wealth Creation Scheme - Growth.

Nippon India Retirement Fund Wealth Creation Scheme Growth Latest Trend

  • 1M
  • 2M
  • 3M

Nippon India Retirement Fund Wealth Creation Scheme Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0.02
  • Beta
    UM_URBAN_MONEY

    0.96
  • Sharpe
    UM_URBAN_MONEY

    0.21
  • Sortino
    UM_URBAN_MONEY

    0.35

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.95%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

3003.63 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 16, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,548.65 (5.49%)11,800.55 (18.01%)14,487.15 (44.87%)18,067.52 (80.68%)18,764.86 (87.65%)
31,645.95 (5.49%)35,401.65 (18.01%)43,461.45 (44.87%)54,202.56 (80.68%)56,294.58 (87.65%)
52,743.25 (5.49%)59,002.75 (18.01%)72,435.75 (44.87%)90,337.6 (80.68%)93,824.3 (87.65%)
84,389.2 (5.49%)94,404.4 (18.01%)1,15,897.2 (44.87%)1,44,540.16 (80.68%)1,50,118.88 (87.65%)
1,05,486.5 (5.49%)1,18,005.5 (18.01%)1,44,871.5 (44.87%)1,80,675.2 (80.68%)1,87,648.6 (87.65%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Reliance Industries Limited7.42%
  • ICICI Bank Limited7.28%
  • HDFC Bank Limited6.27%
  • Bosch Limited4.00%
  • Tata Consultancy Services Limited3.78%
  • Larsen & Toubro Limited3.45%
  • Axis Bank Limited2.96%
  • Kaynes Technology India Limited2.87%
  • Triparty Repo2.82%
  • Infosys Limited2.74%
  • State Bank of India2.50%
  • Dixon Technologies India Limited2.49%
  • Cyient Dlm Ltd2.28%
  • NTPC Limited2.24%
  • Bajaj Finance Limited2.17%
  • Zomato Limited2.12%
  • ICICI Lombard General Insurance Company Limited2.10%
  • LTIMindtree Limited1.97%
  • Hindustan Unilever Limited1.88%
  • Samvardhana Motherson International Limited1.75%
  • EIH Limited1.72%
  • Dabur India Limited1.48%
  • UltraTech Cement Limited1.46%
  • Indraprastha Gas Limited1.43%
  • Sona BLW Precision Forgings Limited1.41%
  • Apollo Hospitals Enterprise Limited1.33%
  • Brigade Enterprises Limited1.30%
  • Titan Company Limited1.27%
  • BSE Limited1.26%
  • HDFC Asset Management Company Limited1.25%
  • Container Corporation of India Limited1.15%
  • SBI Life Insurance Company Limited1.12%
  • Gland Pharma Limited1.11%
  • Birla Corporation Limited1.07%
  • IPCA Laboratories Limited1.06%
  • Mishra Dhatu Nigam Limited1.02%
  • Hindustan Aeronautics Limited1.00%
  • PVR INOX Limited0.99%
  • Indus Towers Limited0.97%
  • United Breweries Limited0.95%
  • Carborundum Universal Limited0.95%
  • AU Small Finance Bank Limited0.94%
  • Bajaj Finserv Limited0.93%
  • Sterling And Wilson Renewable Energy Limited0.91%
  • Praj Industries Limited0.89%
  • Voltas Limited0.83%
  • K P R Mill Limited0.80%
  • Affle India Limited0.78%
  • Clean Science and Technology Limited0.75%
  • Bharat Forge Limited0.75%
  • FSN E Commerce Ventures Limited0.65%
  • Thyrocare Technologies Limited0.63%
  • Crompton Greaves Consumer Electricals Limited0.62%
  • Jyoti CNC Automation Ltd0.27%
  • Cash Margin CCIL0.00%
  • Yes Bank Limited0.00%
  • Net Current Assets-0.17%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

45.97%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

35.70%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

30.65%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

29.32%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

24.34%

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

21.43%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

19.71%

UTI Retirement FundUTI Retirement Fund

OTHER

High

19.64%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

17.94%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

17.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

47.95%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

37.48%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

35.99%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

33.13%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

28.69%

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

27.85%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

26.68%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

20.23%

UTI Retirement FundUTI Retirement Fund

OTHER

High

20.06%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

18.67%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

27.04%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

26.80%

UTI Retirement FundUTI Retirement Fund

OTHER

High

13.53%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

13.24%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

13.04%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

11.65%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

11.19%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

9.85%

SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth

OTHER

Moderate

8.35%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

21.41%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

13.57%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

12.55%

UTI Retirement FundUTI Retirement Fund

OTHER

High

10.54%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

9.12%

Fund Managers

PS

Mr. Pranay SinhaFund Manager

Mr. Pranay Sinha has an overall experience of around 10 years in financial markets. Prior to joining BSLAMC, he was working as a Trader - Interest Rates in BNP Paribas Bank (October 2010 - August, 2014). He has also worked with Morgan Stanley Investment Management Private Limited (March 2008 - October 2010) and ICICI Prudential Asset Management Company Limited (October 2005 - March 2008).

AB

Mr. Ashutosh BhargavaDeputy Investment Strategist and Fund Manager

KD

Ms. Kinjal Desai

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