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: 1.95% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 3,043.82 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 40% | Exit Load: Nil |
26.7457
0.13 (0.492%)
10.1%
Benchmark: 12.33%
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 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 | 14.88 |
| Sharpe Ratio | 0.55 |
| Alpha | 1.24 |
| Beta | 0.99 |
| 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
11.03%
Others
0.5%
Large Cap
72.01%
Mid Cap
16.46%
