• Home
  • MF Research
  • Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

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

NAV
₹ 16.0886 ₹ 0.16 (0.97 %)
as on 27-05-2022
Asset Size (AUM)
2,275.09 Cr
Launch Date
Feb 05, 2015
Investment Objective
The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Feb 05, 2015

6.68

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
1.94%
Volatility
0.0 %
Fund House
Nippon India Mutual Fund
Fund Manager
Kinjal Desai,Sanjay Doshi,Pranay Sinha
Key Features
Scheme description
This fund has moderate ups and downs compared to other equity funds but can give good returns in the very long run. Investment in this fund can be made for a horizon of at least 7 years or more for retirement planning purposes only.
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)

Entry Load
Not applicable
Exit Load
Nil
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 27-05-2022

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 05-02-2015 6.17 32.65 5.02 6.21 0.0
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 24.06 41.07 15.17 0.0 0.0
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth 10-02-2021 11.16 0.0 0.0 0.0 0.0
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth 10-02-2021 10.86 0.0 0.0 0.0 0.0
HDFC Retirement Savings Fund - Equity Plan - Growth Option 25-02-2016 10.85 41.93 16.52 13.0 0.0
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option 02-02-2019 7.06 25.91 10.11 0.0 0.0
UTI - Retirement Benefit Pension Fund - Regular Plan 26-12-1994 6.7 18.86 8.09 6.78 9.59
SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth 10-02-2021 5.04 0.0 0.0 0.0 0.0
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option 05-02-2016 3.7 27.73 11.29 10.37 0.0
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth 10-02-2021 3.21 0.0 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings