Nippon India Retirement Fund - Income Generation Scheme - Direct Plan does not yet have a 5-year performance history.
The average return for Retirement funds is 0.00% .
The largest portfolio holding is 706% GOVERNMENT OF INDIA with a portfolio weight of 30.66% .
The fund currently owns more than 31 stocks.
The top 10 holdings account for 87.47% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 5.63% | N/A |
| 2 Year Return | 20.95% | N/A |
| 3 Year Return | 38.14% | N/A |
| 4 Year Return | 49.73% | N/A |
| 5 Year Return | 76.96% | N/A |
| 6 Year Return | 82.65% | N/A |
| 7 Year Return | 129.09% | N/A |
| Expense Ratio | 0.83% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Others - Not Mentioned |
30.66%
|
|
| 2 |
16.81%
|
||
| 3 | Others - Not Mentioned |
15.94%
|
|
| 4 |
7.26%
|
||
| 5 | Others - Not Mentioned |
4.91%
|
|
| 6 |
3.49%
|
||
| 7 | Financials |
2.93%
|
|
| 8 | Financials |
2.21%
|
|
| 9 | Others - Not Mentioned |
1.64%
|
|
| 10 | Energy |
1.62%
|
|
| 11 | Finance - Banks - Private Sector |
1.50%
|
|
| 12 | Industrials |
1.33%
|
AMC: NipponIndia
Category: Solution Oriented • Retirement
Launch Date: 22 Jan 2015
Fund Manager: Mr. Pranay Sinha
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Moderate Risk
Nippon India Retirement Fund - Income Generation Scheme - Direct Plan is managed by NipponIndia and belongs to the Solution Oriented category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds