PS
Pranay SinhaFund Manager Since 31 Mar 2021
AllocationRetirement
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth
3Y Annualised
14.16%
0.81% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-3.50%
0.81% 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 3 months
NIFTY 50
8 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹3055.82 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
ICICI Prudential Retirement Fund Pure Debt Plan Direct Growth
0.66%
2nd
ICICI Prudential Retirement Fund Pure Debt Plan Direct Payout of Income Dist cum Cap Wdrl
0.66%
3rd
ICICI Prudential Retirement Fund Pure Debt Plan Regular Payout of Income Dist cum Cap Wdrl
0.57%
4th
ICICI Prudential Retirement Fund Pure Debt Plan Regular Growth
0.57%
5th
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
0.56%
106th
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth
-3.50%
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 Growth
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth 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 Growth has ₹3055.82 Cr worth of assets under management (AUM) as of Thu Jun 11 2026. The latest Net Asset Value (NAV) of Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth as of Wed Jun 10 2026 is ₹31.0989. The fund has an expense ratio of 0.87%, which is medium comparable to most other Allocation funds.
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth returns for the last 1 year are -3.50%. Since launch, it has delivered 10.58% average annual returns.
The Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth has the majority of its money invested in Financial Services, Energy, Industrials, Technology, Utilities, Consumer Cyclical sectors.
Top 5 Holdings of Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth.
- ICICI Bank Ltd: 7.32%
- HDFC Bank Ltd: 7.13%
- Reliance Industries Ltd: 4.80%
- Axis Bank Ltd: 4.15%
- State Bank of India: 3.64%
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 Growth
| 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
