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: 1.92% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3,288.28 Cr As on 31-10-2024(Source:AMFI)
Turn over: 40% | Exit Load: Nil

28.3147

11.21%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
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 13.06
Sharpe Ratio 0.93
Alpha 2.78
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 33.29 24.03 14.94 16.19 -
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 41.09 29.34 18.5 23.2 -
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option 02-02-2019 35.86 25.15 15.95 18.03 -
Axis Retirement Savings Fund - Dynamic Plan - Regular Growth 20-12-2019 34.07 19.75 10.0 - -
HDFC Retirement Savings Fund - Equity Plan - Growth Option 07-02-2016 30.16 25.7 18.13 23.65 -
Axis Retirement Savings Fund - Aggressive Plan - Regular Growth 01-12-2019 29.76 18.29 8.68 - -
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 01-11-2011 29.64 22.6 12.32 15.7 14.1
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 28.62 18.4 10.58 13.27 -
Union Retirement Fund - Regular Plan - Growth Option 22-09-2022 26.81 21.61 - - -
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 26.11 20.24 11.82 14.8 13.06

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

17.95%

Others

0.58%

Large Cap

65.63%

Mid Cap

15.84%

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