• Mutual Funds
  • Nippon Mutual Fund
  • Nippon India Retirement Fund Income Generation Scheme (PIDCW-A)

Formerly Nippon India Retmnt Inc Gen Reg DP

Nippon Mutual Fund

Nippon India Retirement Fund Income Generation Scheme (PIDCW-A)

Solution OrientedRetirement Fund

15.3212

NAV (Aug 05)

4.7%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 192 Cr

Outperformance Consistency

View all 7 analysis

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Scripbox Recommended Goals

Plans that will help you to achieve your life goals across multiple time frames.?

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.3212

NAV (Aug 5)

Fund Returns

Last 1Y

0.9%

Last 3Y

4.4%

Last 5Y

4.7%

Last 10Y

NA

Since Inception

6%

6 Month CAGR

0.2%

Scheme Information

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.

Expense Ratio

2.18

Launched (7y ago)

Feb 11, 2015

AUM in Crores

192.058

ISIN

INF204KA1C63

Lock-in

5

Benchmark

CRISIL Hybrid 85+15 - ConservativeTR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Pranay Sinha

Fund Manager

Sanjay Doshi

Fund Manager

Kinjal Desai

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Stock Holdings

7.06% govt stock 2046

26.7%
26.7%

7.62% govt stock 2039

13%
13%

8.13% govt stock 2045

11.6%
11.6%

5.79% govt stock 2030

9.5%
9.5%

8.17% govt stock 2044

9.1%
9.1%
See all holdings

Allocation by Sector

financial services

7.3%
7.3%

technology

3%
3%

consumer cyclical

1.7%
1.7%

energy

1.6%
1.6%

industrials

1.4%
1.4%
See all sectors

Comparison with Solution Oriented Funds

Fund NameFund Size
Nippon India Retirement Fund Wealth Creation Scheme (G)
Nippon India Retirement Fund Wealth Creation Scheme (G)

₹ 2,083 cr

₹ 528 cr

₹ 432 cr

₹ 221 cr

₹ 1,480 cr

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 234,206 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 99 equity,369 debt and 37 hybrid funds.

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  • 022-33031000
  • customer_care@reliancemutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Nippon India Value Fund (G)
    Nippon India Value Fund (G)

    20.8%

    15.7%

    4.1%

    6.9%

    3.9%

    6.7%

    20.4%

    17.6%

    3.9%

    5.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Nippon India Retirement Fund Income Generation Scheme (PIDCW-A) Review

    Nippon India Retirement Fund Income Generation Scheme (PIDCW-A) is a Retirement Fund Solution Oriented fund and has delivered an annualised return of 6% over a period of 7 years. The fund was previously known as Nippon India Retmnt Inc Gen Reg DP. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Kinjal Desai, Pranay Sinha, Sanjay Doshi.

    Nav of Nippon India Retirement Fund Income Generation Scheme (PIDCW-A) as of 8/5/2022 is ₹15.32 with the total AUM as of 8/6/2022 is ₹192.058. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Retirement Fund Income Generation Scheme (PIDCW-A) was launched on Feb 11, 2015. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for Nippon India Retirement Fund Income Generation Scheme (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Nippon India Retirement Fund Income Generation Scheme (PIDCW-A)?

    Nippon India Retirement Fund Income Generation Scheme (PIDCW-A) is a Retirement Fund Solution Oriented scheme predominantly investing across Solution Oriented stocks with an investment objective to generate wealth over the long term.

    How to invest in Nippon India Retirement Fund Income Generation Scheme (PIDCW-A)?

    You can invest in Nippon India Retirement Fund Income Generation Scheme (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Nippon India Retirement Fund Income Generation Scheme (PIDCW-A)?

    The minimum sip amount for Nippon India Retirement Fund Income Generation Scheme (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is Nippon India Retirement Fund Income Generation Scheme (PIDCW-A) good to invest in?

    As per Scripbox experts, Nippon India Retirement Fund Income Generation Scheme (PIDCW-A) is a Not Reviewed Yet fund. You can investNippon India Retirement Fund Income Generation Scheme (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Nippon India Retirement Fund Income Generation Scheme (PIDCW-A)?

    The expense ratio of the Nippon India Retirement Fund Income Generation Scheme (PIDCW-A) is 2.18% for regular plan.