PS
Pranay SinhaFund Manager Since 31 Mar 2021
AllocationRetirement
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth
3Y Annualised
16.58%
0.21% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.90%
0.21% 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
4 years 6 months
NIFTY 50
5 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹3257.64 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
Axis Retirement Fund - Conservative Plan Direct Pyt of Inc Dis cum Cap Wdrl
1.47%
2nd
Axis Retirement Fund - Conservative Plan Direct Growth
1.47%
3rd
Axis Retirement Fund - Conservative Plan Regular Pyt of Inc Dis cum Cap Wdrl
1.39%
4th
Axis Retirement Fund - Conservative Plan Regular Growth
1.39%
5th
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Payout of Income Dist cum cap wdrl
1.32%
111st
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth
-0.90%
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 10 years, having been launched on 2015-02-11. Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth has ₹3257.64 Cr worth of assets under management (AUM) as of Sat Dec 06 2025. The latest Net Asset Value (NAV) of Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth as of Fri Dec 05 2025 is ₹32.8056. The fund has an expense ratio of 0.98%, 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 -1.79%. Since launch, it has delivered 11.61% average annual returns.
The Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth has the majority of its money invested in Financial Services, Energy, Technology, Industrials, Communication Services, Utilities, Consumer Cyclical sectors.
Top 5 Holdings of Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth.
- HDFC Bank Ltd: 7.06%
- ICICI Bank Ltd: 6.22%
- Reliance Industries Ltd: 4.68%
- State Bank of India: 3.88%
- Infosys Ltd: 3.41%
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. |
Similar Funds from Nippon Life India Asset Management Ltd
Nippon India Aggressive Hybrid Fund - Direct Plan - Growth Option
AllocationAggressive Allocation
3Y CAGR
15.37%
expense ratio
1.08%
fund size
₹4081.01 Cr
Nippon India ELSS Tax Saver Fund Direct Plan - Growth Option
EquityELSS (Tax Savings)
3Y CAGR
17.00%
expense ratio
1.01%
fund size
₹15512.93 Cr
Nippon India Multi Cap Fund - Direct Plan - Growth
EquityMulti-Cap
3Y CAGR
21.76%
expense ratio
0.71%
fund size
₹49313.70 Cr
Nippon India Equity Savings Direct Growth
AllocationEquity Savings
3Y CAGR
9.59%
expense ratio
0.74%
fund size
₹848.79 Cr
Nippon India Equity Savings Growth
AllocationEquity Savings
3Y CAGR
8.55%
expense ratio
1.77%
fund size
₹848.79 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
