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Nippon India Retirement Fund - Wealth Creation Scheme - Regular Growth

Formerly Reliance Retmnt Wlt Creation Reg Gr
Returns (1yr)
-35.43 %
Latest NAV
8.87

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Fund Information

as on 27th of May, 03:45 AM

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.

Fund Managers

  • profile-pic
    Anju Chhajer
    profile-pic
    Kinjal Desai
    profile-pic
    Sanjay H Parekh
  • expense-ratio
    Expense Ratio
    2.44
    benchmark
    Benchmark
    S&P BSE 500 India TR INR
  • Aum image
    AUM
    ₹ 1285.99 Crores
    ISIN
    ISIN
    INF204KA1B64
  • Category Risk:

    Moderately High risk

Holding Information

as on 27th of May, 03:45 AM

Top Holding

Hdfc Bank Ltd
10%
Icici Bank Ltd
8%
Infosys Ltd
7%
Reliance Industries Ltd
5%
Housing Development Finance Corp Ltd
4%

Top Sectors

Financial Services
34%
Industrials
11%
Energy
10%
Consumer Defensive
9%
Technology
8%

Allocation

Equity
96%
Others
2%
Debt
0%

Investment Return Calculator

as on 27th of May, 03:45 AM
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  • Savings Bank
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  • Gold
  • Property
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  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 27th of May, 03:45 AM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
500
SIP Multiple
500

About the Fund

Nippon India Retirement Fund - Wealth Creation Scheme - Regular Growth is a NA NA fund and has delivered an annualised return of -35.43% over a period of 1 year. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers names are Anju Chhajer, Kinjal Desai, Sanjay H Parekh. 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. The fund charges 2.44000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.