Hybrid | Solution Oriented - Retirement
3Y Returns
8.77%
Min SIP
₹500
Min Lumpsum
₹500
Expense Ratio
1.04%
Fund Size
₹165 Cr
Inception Date
11-Feb-15
Fund Manager
Sanjay Doshi
Exit Load
NIL.
Interest Rate Sensitivity
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Portfolio Credit Quality
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
19.91%
Debt & Others
80.09%
Market Cap Allocation
Large Cap
14.30%
Mid Cap
4.45%
Small Cap
1.16%
Other Cap
80.09%
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.
Fund House Detail
AMC Name
Nippon Life India Asset Management Limited
Address
Reliance Centre, 7th Floor,South Wing, Off Western Express Highway, Santacruz (East)Mumbai - 400 055
Nippon India Retirement Fund-Income Generation Scheme Direct Plan-Growth Option
1Y
16.85%
3Y
8.77%
5Y
9.09%
Icici Prudential Retirement Fund Hybrid Aggressive Plan Direct Plan Growth
1Y
43.15%
3Y
19.12%
5Y
20.15%
Hdfc Retirement Savings Fund - Hybrid - Equity Plan - Direct Plan- Growth Option
1Y
27.68%
3Y
16.09%
5Y
18.82%
Sbi Retirement Benefit Fund Aggressive Hybrid Plan - Direct Plan Growth
1Y
25.52%
3Y
15.47%
5Y
NA
Tata Retirement Savings Fund - Progressive Direct Plan - Growth
1Y
35.83%
3Y
15.2%
5Y
17.52%
Tata Retirement Savings Fund - Moderate Direct Plan - Growth
1Y
31.46%
3Y
14.38%
5Y
16.5%
Aditya Birla Sun Life Retirement Fund - The 40S Plan Direct Growth
1Y
28.15%
3Y
12.46%
5Y
13.39%
Uti Retirement Benefit Pension Fund-Direct Growth
1Y
22.46%
3Y
12.42%
5Y
14.38%
Axis Retirement Savings Fund - Dynamic Plan Direct Growth
1Y
39.64%
3Y
12.35%
5Y
NA
Sbi Retirement Benefit Fund Conservative Hybrid Plan - Direct Plan Growth
1Y
16.62%
3Y
10.68%
5Y
NA
Franklin Pension Plan - Direct Plan - Growth
1Y
19.89%
3Y
10.15%
5Y
10.6%
Icici Prudential Retirement Fund Hybrid Conservative Plan Direct Plan Growth
1Y
16.48%
3Y
9.91%
5Y
10.58%
Hdfc Retirement Savings Fund - Hybrid - Debt Plan - Direct Plan - Growth Option
1Y
15.31%
3Y
9.73%
5Y
10.12%
Axis Retirement Savings Fund - Conservative Plan Direct Growth
1Y
20.49%
3Y
8.99%
5Y
NA
Sbi Retirement Benefit Fund Conservative Plan - Direct Plan Growth
1Y
13.01%
3Y
8.97%
5Y
NA
Tata Retirement Savings Fund - Conservative Direct Plan - Growth
1Y
15.53%
3Y
8.23%
5Y
9.34%
Aditya Birla Sun Life Retirement Fund - The 50S Plan Direct Growth
1Y
14.43%
3Y
8.11%
5Y
7.43%
Bandhan Retirement Fund Direct Plan-Growth
1Y
24.66%
3Y
NA
5Y
NA
BSE Member code: 58371
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