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  • Nippon Mutual Fund
  • Nippon India Retirement Fund Wealth Creation Scheme (Growth)

Formerly Reliance Retmnt Wlt Creation Reg Gr

Nippon Mutual Fund

Nippon India Retirement Fund Wealth Creation Scheme (Growth)

Solution OrientedRetirement Fund

28.8255

NAV (Jul 24)

17.3%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Goals
Plans that will help you to achieve your life goals across multiple time frames.?Learn more

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

28.8255

NAV (Jul 24)

Fund Returns

Last 1Y
40.7%
Last 3Y
21.2%
Last 5Y
17.3%
Last 10Y
NA
Since Inception
11.8%
6 Month CAGR
21.8%

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
1.91
Launched (9y ago)
Feb 11, 2015
AUM in Crores
3324.528
ISIN
INF204KA1B64
Lock-in
5
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.3
Standard Deviation (5yr)
20.9
Beta (3yr)
0.98
Beta (5yr)
1.07
Sharpe Ratio (3yr)
1.123
Sharpe Ratio (5yr)
0.569
YTM
0
Fund Managers

Kinjal Desai

Fund Manager

Pranay Sinha

Fund Manager

Ashutosh Bhargava

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Nippon India Retirement Fund Wealth Creation Scheme (Growth)70%11,31,362 3,98,75017.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-07-24

Top Stock Holdings

icici bank ltd

7.2%
7.2%

hdfc bank ltd

6.6%
6.6%

reliance industries ltd

6.1%
6.1%

tata consultancy services ltd

4%
4%

axis bank ltd

3.7%
3.7%
See all holdings

Allocation by Sector

financial services

30.4%
30.4%

industrials

13.9%
13.9%

technology

13.1%
13.1%

consumer cyclical

12.1%
12.1%

energy

6.6%
6.6%
See all sectors

Comparison with Solution Oriented Funds

Fund NameFund Size
ICICI Prudential Retirement Fund Pure Debt Plan (G)
ICICI Prudential Retirement Fund Pure Debt Plan (G)

₹ 120 cr

₹ 1,060 cr

₹ 3,324 cr

₹ 519 cr

₹ 363 cr

amc-img

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 397,127 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 105 equity,425 debt and 71 hybrid funds.amc-img
phone-img022-33031000
Fund NameScripbox Opinion
Till Date CAGR
Nippon India Arbitrage Fund (G)
Nippon India Arbitrage Fund (G)

5.7%

6.9%

5.7%

6.7%

5.7%

5.8%

5.7%

6.7%

5.7%

5.8%

Nippon India Retirement Fund Wealth Creation Scheme (G) Review

Nippon India Retirement Fund Wealth Creation Scheme (G) is a Retirement Fund Solution Oriented fund and has delivered an annualised return of 11.9% over a period of 9 years. The fund was previously known as Reliance Retmnt Wlt Creation Reg Gr. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Ashutosh Bhargava, Kinjal Desai, Pranay Sinha.

Nav of Nippon India Retirement Fund Wealth Creation Scheme (G) as of 7/24/2024 is ₹28.83 with the total AUM as of 7/25/2024 is ₹3324.528. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Retirement Fund Wealth Creation Scheme (G) was launched on Feb 11, 2015. The category risk of the fund is Very High Risk.

The minimum SIP amount for Nippon India Retirement Fund Wealth Creation Scheme (G) 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 Wealth Creation Scheme (G)?

Nippon India Retirement Fund Wealth Creation Scheme (G) is a Retirement Fund Solution Oriented scheme predominantly investing across Solution Oriented instruments with an investment objective to generate wealth over the long term.

How to invest in Nippon India Retirement Fund Wealth Creation Scheme (G)?

You can invest in Nippon India Retirement Fund Wealth Creation Scheme (G) 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 Wealth Creation Scheme (G)?

The minimum sip amount for Nippon India Retirement Fund Wealth Creation Scheme (G) is ₹1000. You can invest in multiples of ₹5000.

Is Nippon India Retirement Fund Wealth Creation Scheme (G) good to invest in?

As per Scripbox experts, Nippon India Retirement Fund Wealth Creation Scheme (G) is a Not Reviewed Yet fund. You can investNippon India Retirement Fund Wealth Creation Scheme (G) 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 Wealth Creation Scheme (G)?

The expense ratio of the Nippon India Retirement Fund Wealth Creation Scheme (G) is 1.91% for regular plan.