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

28.8306

11.37%

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 32.84 24.72 16.78 16.5 -
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 38.42 30.15 20.06 23.36 -
Axis Retirement Savings Fund - Dynamic Plan - Regular Growth 20-12-2019 33.92 20.79 11.46 - -
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option 02-02-2019 33.01 25.29 17.06 17.98 -
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 29.38 19.09 12.25 13.32 -
HDFC Retirement Savings Fund - Equity Plan - Growth Option 07-02-2016 28.23 25.09 18.98 23.61 -
Axis Retirement Savings Fund - Aggressive Plan - Regular Growth 01-12-2019 28.19 19.41 9.88 - -
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 01-11-2011 26.73 22.94 13.59 15.84 14.06
Union Retirement Fund - Regular Plan - Growth Option 22-09-2022 25.79 22.21 - - -
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 24.06 20.63 12.95 14.96 13.02

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

0.74%

Large Cap

65.56%

Mid Cap

15.75%

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