₹ 30.95
NAV (May 05)
View Less
Investment Duration5 years
7,32,612
Total Investment6,34,186
Wealth Gained13,66,798
Total Corpus Created (₹)
With CAGR of 24.222 % in 5 years₹ 30.9532
NAV (May 5)
Last 1Y | 6.2% |
Last 3Y | 18.2% |
Last 5Y | 24.2% |
Last 10Y | 12% |
Since Inception | 11.6% |
6 Month CAGR | -3.9% |
The scheme seeks 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.
Expense Ratio | 1.03 % |
Launched 10Y ago | 2015-02-11 |
AUM in Crores | 3044 |
ISIN | INF204KA1B72 |
Lock-in (days) | 1825 |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 14.6 |
Beta | 1 |
Sharpe Ratio | 0.6 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Nippon India Retirement Fund - Wealth Creation Scheme Direct (G) | 13,66,798 | 6,34,186 | 24.2% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
ICICI Bank Ltd.
7.04%HDFC Bank Ltd.
5.73%Reliance Industries Ltd.
4.36%Tata Consultancy Services Ltd.
4.35%Infosys Ltd.
4.33%Financial
30.64%Technology
9.39%Capital Goods
8.43%Energy
8.1%Services
5.74%Fund Name | Fund Size | |
---|---|---|
₹ 49,131 cr | ||
₹ 4,772 cr | ||
₹ 93,440 cr | ||
₹ 4,484 cr | ||
₹ 14,724 cr |
Nippon India Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
7.4% | 7.1% | ||
9.5% | 9.4% | ||
21.1% | 16.4% | ||
22.6% | 25% | ||
6.4% | 5.2% |
Investment Duration5 years
7,32,612
Total Investment6,34,186
Wealth Gained13,66,798
Total Corpus Created (₹)
With CAGR of 24.222 % in 5 yearsWhat is the expense ratio for Nippon India Retirement Fund - Wealth Creation Scheme Direct Plan Growth?
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Does Nippon India Retirement Fund - Wealth Creation Scheme Direct Growth have a lock-in period?
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How to invest in Nippon India Retirement Fund - Wealth Creation Scheme Direct Growth?
How can I redeem my investment in Nippon India Retirement Fund - Wealth Creation Scheme Direct Plan?