What is the NAV of Nippon India Retirement Fund-Wealth Creation?
The Current NAV of Nippon India Retirement Fund-Wealth Creation is ₹31.66, as of 13th June 2025What are the returns of Nippon India Retirement Fund-Wealth Creation?
The Nippon India Retirement Fund-Wealth Creation has been there since 11th February 2015- 1 Year Returns: 3.85
- 3 Year Returns: 22.81
- 5 Year Returns: 24.30
What are the top 5 sectors holdings of Nippon India Retirement Fund-Wealth Creation?
The top sectors Nippon India Retirement Fund-Wealth Creation has invested in are as for 11th 02 2015 are as follows -- Private Banks | 20.73%
- IT Services & Consulting | 7.35%
- Construction & Engineering | 6.15%
- Oil & Gas - Refining & Marketing | 5.10%
- Pharmaceuticals | 4.79%
What are the top 5 holdings Nippon India Retirement Fund-Wealth Creation?
The top 5 holdings for Nippon India Retirement Fund-Wealth Creation are- ICICI Bank Ltd | 8.86%
- HDFC Bank Ltd | 7.21%
- Infosys Ltd | 4.80%
- Reliance Industries Ltd | 4.19%
- Axis Bank Ltd | 3.44%
What is the asset allocation of Nippon India Retirement Fund-Wealth Creation?
The Nippon India Retirement Fund-Wealth Creation is a plan that invests- Equity | 99.52%
- Cash & Equivalents | 0.48%
- Corporate Debt | N/A%
How to invest in Nippon India Retirement Fund-Wealth Creation?
If you wish to invest in Nippon India Retirement Fund-Wealth Creation Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Nippon India Retirement Fund-Wealth Creation
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Nippon India Retirement Fund-Wealth Creation is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Nippon India Retirement Fund-Wealth Creation?
The AUM of Nippon India Retirement Fund-Wealth Creation is 3118.53 Cr as of 13th June 2025What is the expense ratio of Nippon India Retirement Fund-Wealth Creation Plan?
The expense ratio of Nippon India Retirement Fund-Wealth Creation Plan is 0.98How to exit Nippon India Retirement Fund-Wealth Creation?
If you have invested in Nippon India Retirement Fund-Wealth Creation, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.Is there any lock-in period for Nippon India Retirement Fund-Wealth Creation Plan?
There is a lock in period of 5 for Nippon India Retirement Fund-Wealth CreationWhat is the alpha of Nippon India Retirement Fund-Wealth Creation?
The alpha ratio for the Nippon India Retirement Fund-Wealth Creation is 3.04
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Nippon India Retirement Fund-Wealth Creation?
The volatility or standard deviation for the Nippon India Retirement Fund-Wealth Creation is 15.19
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Nippon India Retirement Fund-Wealth Creation?
The sharpe ratio for the Nippon India Retirement Fund-Wealth Creation is 0.11
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Nippon India Retirement Fund-Wealth Creation?
The Sortino ratio for the Nippon India Retirement Fund-Wealth Creation is 0.01
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Nippon India Retirement Fund-Wealth Creation?
The PE ratio (price-to-earnings) of the Nippon India Retirement Fund-Wealth Creation is N/A while category PE ratio is N/A1. Test MF FAQ for Mutual Fund Nippon India Retirement Fund-Wealth Creation Shares?
The Current NAV of Nippon India Retirement Fund-Wealth Creation is ₹31.66, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Nippon India Retirement Fund-Wealth Creation Plan?
There is a lock in period of 5 for Nippon India Retirement Fund-Wealth Creation
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Nippon India Retirement Fund-Wealth Creation Direct Growth
Growth
31.660.82% (-0.26)
High
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Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
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5Y
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SIP
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Nippon India Retirement Fund-Wealth Creation Performance & Key Metrics
Nippon India Retirement Fund-Wealth Creation Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.98 | — | 0.11 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.60 | — | 0.60 |
Nippon India Retirement Fund-Wealth Creation Scheme InfoNippon India Retirement Fund-Wealth Creation Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 5 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| BSE 500 - TRI |
About Solution Oriented - Retirement Fund
About Solution Oriented - Retirement Fund
Solution Oriented,Retirement Fund invest in high-risk stocks since the objective of the fund is to create a corpus for retirement. However, the lock-n-period is relatively higher than other funds as these funds are long term in nature.
Nippon India Retirement Fund-Wealth Creation Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Nippon India Retirement Fund-Wealth Creation Peers & Comparison
Comparing 3 mutual funds from
OtherSolution Oriented - Retirement Fund
OtherSolution Oriented - Retirement Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Nippon India Retirement Fund-Wealth Creation | 3.85% | 22.81% | 11.79% |
| UTI Retirement Fund | — | — | — |
| SBI Retirement Benefit Fund-Aggressive Plan | 1.28% | 20.11% | 18.62% |
| Tata Retirement Sav Fund - Mod Plan | 9.44% | 20.26% | 15.99% |
Nippon India Retirement Fund-Wealth Creation Returns Comparison
Compare Nippon India Retirement Fund-Wealth Creation with any MF, ETF, stock or indexCompare Nippon India Retirement Fund-Wealth Creation with any MF, ETF, stock or index
Nippon India Retirement Fund-Wealth Creation
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What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Nippon India Retirement Fund-Wealth Creation Asset Allocation
Nippon India Retirement Fund-Wealth Creation Asset Allocation
Actual
Target
May 2024
Sep 2024
Dec 2024
Mar 2025
May 2024
Sep 2024
Dec 2024
Mar 2025
Nippon India Retirement Fund-Wealth Creation Sector Distribution
Nippon India Retirement Fund-Wealth Creation Sector Distribution
May 2024
Sep 2024
Dec 2024
Mar 2025
Nippon India Retirement Fund-Wealth Creation Sector Weightage
Nippon India Retirement Fund-Wealth Creation Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Nippon India Retirement Fund-Wealth Creation Current Holdings
Nippon India Retirement Fund-Wealth Creation Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
8.86 %
8.86 %Holdings
7.21 %
7.21 %Holdings
4.80 %
4.80 %
AMC Profile of Nippon India Retirement Fund-Wealth Creation
AMC Profile of Nippon India Retirement Fund-Wealth Creation
Reliance Nippon Life Asset Management or RNAM is one of India’s two largest asset management companies. Currently, it has over $60 billion in its corpus. It is a wholly owned subsidiary of the Reliance Anil Dhirubhai Ambani or ADA Group.
Reliance Nippon Life Asset Management or RNAM is one of India’s two largest asset management companies. Currently, it has over $60 billion in its corpus. It is a wholly owned subsidiary of the Reliance Anil Dhirubhai Ambani or ADA Group.
No.of Schemes
76
Total AUM
₹ 4,40,712.48 Cr.
Nippon India Retirement Fund-Wealth Creation Manager Details
Nippon India Retirement Fund-Wealth Creation Manager Details
Nippon India Retirement Fund-Wealth Creation Manager Profile
Nippon India Retirement Fund-Wealth Creation Manager Profile
Pranay Sinha
AUM: ₹26,075.64 Cr.
|
Exp: 10yrs
Ashutosh Bhargava
AUM: ₹1,19,789.90 Cr.
|
Exp: 12yrs
Kinjal Desai
AUM: ₹96,045.84 Cr.
|
Exp: —
Nippon India Retirement Fund-Wealth Creation Manager Performance (0)
Nippon India Retirement Fund-Wealth Creation Manager Performance (0)
Other: Solution Oriented - Retirement Fund
Nippon India Retirement Fund-Wealth Creation Tax Implications
Nippon India Retirement Fund-Wealth Creation Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
Income
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₹10 Lakh - ₹12 Lakh
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Returns can't be withdrawn/realised during the lock-in period. Tax is only applicable on realised gains.
You make
(unrealised)
Nippon India Retirement Fund-Wealth Creation Review & Opinions
Nippon India Retirement Fund-Wealth Creation Review & Opinions
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Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%