Return
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- 6M
- 1Y
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- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹142 Cr
Lock In Period
5 Years
Expense Ratio
2.09
Benchmark
CRISIL Hybrid 85+15 - Conservative Index
Exit Load
Nil
Summary
Latest details for Nippon India Retirement Fund - Income Generation Scheme Growth include a ₹19.315 NAV as of Apr 02,2026 and returns since inception of 20.37%. Minimum investments start at SIP ₹500. The Nippon India Retirement Fund - Income Generation Scheme Growth AUM is ₹142 Cr, with a lock-in of 5 Years years, expense ratio of 2.09%, and benchmark CRISIL Hybrid 85+15 - Conservative Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -4.03% returns, against a category average of -2.16% and a category best of 297.26%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.03 | -2.16 | 297.26 |
| 6M | -4.41 | 0.33 | 315.31 |
| 1Y | -2.75 | 4.04 | 339.02 |
| 3Y | 6.38 | 12.06 | 55.84 |
Portfolio Analysis
- Equity: 18.59%
- Debt: 81.41%
- Others
As on: 2026-03-15
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About Fund
Nippon India Retirement Fund - Income Generation Scheme Growth managed by Nippon India Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹142 Crore. The fund benchmarks its performance against the CRISIL Hybrid 85+15 - Conservative Index while maintaining an expense ratio of 2.09. Under the expert guidance of Pranay Sinha ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSBI Capital Protection Oriented Fund - Series A (Plan 7) Growth | 0 | 46.8 CR | 1.07 |
| This FundNippon India Dual Advantage Fixed Tenure Fund XI - Plan C Growth | 0 | 36.7 CR | 0.93 |
| This FundNippon India Retirement Fund - Income Generation Scheme Growth | 0 | 142.48 CR | 2.09 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Capital Protection Oriented Fund - Series A (Plan 7) Growth | 6.0037 | 20.2183 |
| This FundNippon India Dual Advantage Fixed Tenure Fund XI - Plan C Growth | 12.2904 | 20.2704 |
| This FundNippon India Retirement Fund - Income Generation Scheme Growth | -2.753 | 20.3719 |
FAQs
Nippon India Retirement Fund - Income Generation Scheme Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Nippon India Retirement Fund - Income Generation Scheme Growth is 2.09. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Nippon India Retirement Fund - Income Generation Scheme Growth’s fund performance is as follows:
- 1 Month : -4.03%
- 6 Months : -4.41%
- 1 Year : -2.75%
- 3 Years : 6.38%
You can invest in Nippon India Retirement Fund - Income Generation Scheme Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Nippon India Retirement Fund - Income Generation Scheme Growth is ₹142 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Nippon India Retirement Fund - Income Generation Scheme Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500