PS
Pranay SinhaFund Manager Since 31 Mar 2021
AllocationRetirement
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus
3Y Annualised
13.61%
-0.13% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.61%
-0.13% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 5 months
NIFTY 50
8 years
FD
9 years 7 months
Fund info
Fund size
₹3084.08 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
2.79%
2nd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
2.79%
3rd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
2.79%
4th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth
2.67%
5th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl
2.67%
50th
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus
1.61%
Fund Managers
SD
Sanjay DoshiFund Manager Since 1 Jul 2020
KD
Kinjal DesaiFund Manager Since 25 May 2018
About Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus is a Allocation mutual fund scheme from Nippon Life India Asset Management Ltd. This fund has been in existence for 11 years, having been launched on 2015-02-11. Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus has ₹3084.08 Cr worth of assets under management (AUM) as of Tue Aug 25 2026. The latest Net Asset Value (NAV) of Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus as of Tue Aug 11 2026 is ₹33.4084. The fund has an expense ratio of 0.86%, which is medium comparable to most other Allocation funds.
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus returns for the last 1 year are 4.78%. Since launch, it has delivered 11.06% average annual returns.
The Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus has the majority of its money invested in Financial Services, Energy, Technology, Consumer Cyclical, Utilities, Industrials sectors.
Top 5 Holdings of Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus.
- HDFC Bank Ltd: 7.64%
- ICICI Bank Ltd: 7.42%
- Reliance Industries Ltd: 4.28%
- Infosys Ltd: 3.96%
- Axis Bank Ltd: 3.92%
AMC Information
| Name | Nippon Life India Asset Management Ltd |
|---|---|
| Founding Date | 2015-02-11 |
| customercare@nipponindiaim.in | |
| Phone | 022-6808 7000/18602660111 |
| Website | https://mf.nipponindiaim.com/ |
| Address | Nippon Life India Asset Management Limited,4th Floor, Tower A, Peninsula Business Park,,Ganapatrao Kadam Marg,,Lower Parel (W) |
Tax Implications of Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
