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: BSE 500 TRI |
| TER: 1.93% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 3,118.53 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 40% | Exit Load: NIL |
28.7583
0.15 (0.5351%)
10.72%
Benchmark: 12.59%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 investment objective of the scheme is to provide capital appreciation and consistent income to the investors which will be in line with their retirement goals by investing in a mix of securities comprising of equity, equity related instruments and fixed income securities. However, there can be no assurance or guarantee that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.79 |
| Sharpe Ratio | 0.73 |
| Alpha | 1.39 |
| Beta | 0.98 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Scheme having a lock-in for at least 5 years or till retirement age whichever is earlier.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
11.3%
Others
0.6%
Large Cap
72.76%
Mid Cap
15.34%
