Nippon India Retirement Fund - Wealth Creation 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 HDFC BANK LTD with a portfolio weight of 7.64% .
The fund currently owns more than 72 stocks.
The top 10 holdings account for 42.09% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 3.70% | N/A |
| 2 Year Return | 34.19% | N/A |
| 3 Year Return | 61.33% | N/A |
| 4 Year Return | 154.13% | N/A |
| 5 Year Return | 118.51% | N/A |
| 6 Year Return | 125.66% | N/A |
| 7 Year Return | 225.55% | N/A |
| Expense Ratio | 0.85% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
7.64%
|
|
| 2 | Financials |
7.42%
|
|
| 3 | Energy |
4.28%
|
|
| 4 | Information Technology |
3.96%
|
|
| 5 | Financials |
3.92%
|
|
| 6 | Consumer Discretionary |
3.53%
|
|
| 7 | Financials |
3.41%
|
|
| 8 | Utilities |
3.18%
|
|
| 9 | Industrials |
2.51%
|
|
| 10 | Information Technology |
2.24%
|
|
| 11 | Health Care |
2.08%
|
|
| 12 | Aluminium |
2.07%
|
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 - Wealth Creation 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.
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