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

(Erstwhile Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option)
Fund House: Nippon India Mutual Fund
Category: Retirement Fund
Launch Date: 05-02-2015
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
TER: 1.93% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3,090.88 Cr As on (30-04-2024)
Turn over: 41% | Exit Load: Nil

26.59

11.06%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE India Bond Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 5 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.15
Sharpe Ratio 1.17
Alpha 1.41
Beta 0.97
Yield to Maturity -
Average Maturity -

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 44.66 28.61 21.1 14.67 -
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 60.63 34.3 30.77 22.85 -
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option 02-02-2019 50.55 29.4 21.54 17.75 -
Union Retirement Fund - Regular Plan - Growth Option 22-09-2022 40.02 - - - -
HDFC Retirement Savings Fund - Equity Plan - Growth Option 07-02-2016 38.07 29.87 23.99 22.48 -
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 01-11-2011 37.76 24.37 16.17 15.61 15.2
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 34.13 21.49 13.07 12.2 -
Axis Retirement Savings Fund - Dynamic Plan - Regular Growth 20-12-2019 32.56 20.3 13.35 - -
Axis Retirement Savings Fund - Aggressive Plan - Regular Growth 01-12-2019 31.51 19.44 11.76 - -
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 31.35 21.4 14.8 14.11 14.84

Scheme Characteristics

Scheme having a lock-in for at least 5 years or till retirement age whichever is earlier.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

17.99%

Others

1.08%

Large Cap

58.26%

Mid Cap

22.67%

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