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

27.1128

10.25%

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 14.88
Sharpe Ratio 0.55
Alpha 1.24
Beta 0.99
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 8.06 24.18 15.45 23.49 10.38
UTI Retirement Fund - Regular Plan 26-12-1994 11.17 15.42 11.93 15.5 9.26
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 10.91 18.48 11.49 14.44 -
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option 05-02-2015 10.03 11.18 9.09 8.7 7.16
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 9.82 20.24 11.01 14.97 -
Axis Retirement Fund - Dynamic Plan - Regular Growth 05-12-2019 9.63 20.68 12.25 15.08 -
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth 05-02-2021 9.24 10.2 9.01 - -
HDFC Retirement Savings Fund - Equity Plan - Growth Option 07-02-2016 8.89 22.43 17.64 28.49 -
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 8.89 19.38 12.57 17.35 11.27
ICICI Prudential Retirement Fund - Pure Debt - Growth Option 05-02-2019 8.63 7.46 6.45 6.08 -

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

11.03%

Others

0.5%

Large Cap

72.01%

Mid Cap

16.46%

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