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  • Nippon Mutual Fund
  • Nippon India Retirement Fund Wealth Creation Scheme Bonus (PIDCW-A)

Formerly Reliance Retmnt Wlt Creation Reg Bns

Nippon Mutual Fund

Nippon India Retirement Fund Wealth Creation Scheme Bonus (PIDCW-A)

Solution OrientedRetirement Fund

27.7217

NAV (Jun 18)

15.6%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

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
1.93
Launched (9y ago)
Feb 11, 2015
AUM in Crores
3102.313
ISIN
INF204KA1B80
Lock-in
5
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
12.8
Standard Deviation (5yr)
20.7
Beta (3yr)
0.98
Beta (5yr)
1.07
Sharpe Ratio (3yr)
1.042
Sharpe Ratio (5yr)
0.489
YTM
0
Fund Managers

Kinjal Desai

Fund Manager

Pranay Sinha

Fund Manager

Sanjay Doshi

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 Bonus (PIDCW-A)70%10,81,440 3,48,82815.6%
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 2024-06-18

Top Stock Holdings

icici bank ltd

7.2%
7.2%

reliance industries ltd

6.5%
6.5%

hdfc bank ltd

6.2%
6.2%

larsen & toubro ltd

3.8%
3.8%

axis bank ltd

3.6%
3.6%
See all holdings

Allocation by Sector

financial services

30.1%
30.1%

consumer cyclical

14%
14%

industrials

13.9%
13.9%

technology

12.4%
12.4%

energy

6.5%
6.5%
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)

₹ 3,102 cr

₹ 123 cr

₹ 994 cr

₹ 504 cr

₹ 1,977 cr

amc-img

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 380,402 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)

5.6%

6.9%

5.6%

5.8%

5.6%

6.7%

5.6%

6.7%

5.6%

5.8%

Nippon India Retirement Fund Wealth Creation Scheme Bonus (PIDCW-A) Review

Nippon India Retirement Fund Wealth Creation Scheme Bonus (PIDCW-A) is a Retirement Fund Solution Oriented fund and has delivered an annualised return of 11.5% over a period of 9 years. The fund was previously known as Reliance Retmnt Wlt Creation Reg Bns. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Ashutosh Bhargava, Kinjal Desai, Pranay Sinha, Sanjay Doshi.

Nav of Nippon India Retirement Fund Wealth Creation Scheme Bonus (PIDCW-A) as of 6/18/2024 is ₹27.72 with the total AUM as of 6/19/2024 is ₹3102.313. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Retirement Fund Wealth Creation Scheme Bonus (PIDCW-A) 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 Bonus (PIDCW-A) is ₹0 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 Bonus (PIDCW-A)?

Nippon India Retirement Fund Wealth Creation Scheme Bonus (PIDCW-A) 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 Bonus (PIDCW-A)?

You can invest in Nippon India Retirement Fund Wealth Creation Scheme Bonus (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 Wealth Creation Scheme Bonus (PIDCW-A)?

The minimum sip amount for Nippon India Retirement Fund Wealth Creation Scheme Bonus (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.

Is Nippon India Retirement Fund Wealth Creation Scheme Bonus (PIDCW-A) good to invest in?

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

The expense ratio of the Nippon India Retirement Fund Wealth Creation Scheme Bonus (PIDCW-A) is 1.93% for regular plan.