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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹2,781 Cr

Lock In Period

5 Years

Expense Ratio

1.97

Benchmark

BSE 500 Total Return

Exit Load

Nil

Summary

Latest details for Nippon India Retirement Fund - Wealth Creation Scheme Growth include a ₹28.6824 NAV as of Apr 22,2026 and returns since inception of 64.77%. Minimum investments start at SIP ₹500. The Nippon India Retirement Fund - Wealth Creation Scheme Growth AUM is ₹2,781 Cr, with a lock-in of 5 Years years, expense ratio of 1.97%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 8.52% returns, against a category average of 1.67% and a category best of 11.44%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M8.521.6711.44
6M-2.221.9225.87
1Y4.446.0155.73
3Y18.1115.60145.21

Portfolio Analysis

  • Equity: 98.53%
  • Debt: 1.47%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Limited7.48%
2. HDFC Bank Limited7.04%
3. Axis Bank Limited3.55%

1. NTPC Limited3.20%
2. NLC India Limited1.64%
3. JSW Energy Limited1.53%
4. Tata Power Company Limited0.82%
5. NTPC Green Energy Limited0.79%

1. Infosys Limited3.10%
2. Tech Mahindra Limited2.11%
3. Coforge Limited0.76%
4. Cyient Limited0.05%

1. Reliance Industries Limited4.95%
2. Bharat Petroleum Corporation Limited1.01%

1. Bajaj Finance Limited2.59%
2. Cholamandalam Investment and Finance Company Ltd0.97%
3. L&T Finance Limited0.95%
4. Shriram Finance Limited0.71%

1. Alkem Laboratories Limited1.24%
2. Abbott India Limited0.75%
3. Emcure Pharmaceuticals Limited0.74%
4. Lupin Limited0.67%
5. Gland Pharma Limited0.67%
6. Mankind Pharma Limited0.63%
7. Syngene International Limited0.49%

1. State Bank of India3.66%

1. Larsen & Toubro Limited3.34%
2. Afcons Infrastructure Limited0.22%

1. Bharti Airtel Limited2.88%

1. Mahindra & Mahindra Limited2.49%

1. Hindustan Aeronautics Limited1.69%
2. Mishra Dhatu Nigam Limited0.62%

1. Eternal Limited1.40%
2. Swiggy Limited0.82%

1. SBI Life Insurance Company Limited1.92%

1. United Spirits Limited1.21%
2. United Breweries Limited0.70%

1. Nestle India Limited1.13%
2. Britannia Industries Limited0.78%

1. Samvardhana Motherson International Limited1.68%

1. Cummins India Limited1.62%

1. Varun Beverages Limited1.52%

1. Blue Star Limited1.45%

1. HDFC Asset Management Company Limited1.43%

1. Titan Company Limited1.42%

1. InterGlobe Aviation Limited1.42%

1. Power Finance Corporation Limited1.36%

1. Crompton Greaves Consumer Electricals Limited1.05%

1. Dixon Technologies (India) Limited1.01%

1. Vedanta Limited1.01%

About Fund

Nippon India Retirement Fund - Wealth Creation Scheme Growth managed by Nippon India Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹2,781 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.97. 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.

Fund Managers

Pranay Sinha

Mr. Pranay Sinha holds Graduation - IIT Kharagpur , Btech in Aerospace Engg, Post Graduation : IIM Calcutta, PGDM with Major in Finance. He has an overall experience of around 10 years in financial markets. Prior to joining BSLAMC, he was working as a Trader - Interest Rates in BNP Paribas Bank (October 2010 - August, 2014). He has also worked with Morgan Stanley Investment Management Private Limited (March 2008 - October 2010) and ICICI Prudential Asset Management Company Limited (October 2005 - March 2008).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundAditya Birla Sun Life Retirement Fund - The 30s Plan Growth0382.27 CR2.41
This FundFranklin India Flexi Cap Fund Growth514165.22 CR1.75
This FundNippon India Retirement Fund - Wealth Creation Scheme Growth02781.18 CR1.97
This FundICICI Prudential Retirement Fund - Pure Equity Growth01608.65 CR2.02
This FundKotak Gold ETF Growth014115.88 CR0.55
Fund Name1Y3Y
This FundAditya Birla Sun Life Retirement Fund - The 30s Plan Growth14.391964.1026
This FundFranklin India Flexi Cap Fund Growth1.897964.3747
This FundNippon India Retirement Fund - Wealth Creation Scheme Growth4.444264.7733
This FundICICI Prudential Retirement Fund - Pure Equity Growth18.2781101.9837
This FundKotak Gold ETF Growth55.725145.2134

FAQs

Nippon India Retirement Fund - Wealth Creation 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 - Wealth Creation Scheme Growth is 1.97. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Nippon India Retirement Fund - Wealth Creation Scheme Growth’s fund performance is as follows:
  • 1 Month : 8.52%
  • 6 Months : -2.22%
  • 1 Year : 4.44%
  • 3 Years : 18.11%
Returns of Nippon India Retirement Fund - Wealth Creation Scheme Growth are updated daily based on NAV of ₹ 28.6824 as on Apr 22,2026. Since inception, the return has been 64.77%.

You can invest in Nippon India Retirement Fund - Wealth Creation 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 - Wealth Creation Scheme Growth is ₹2,781 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Nippon India Retirement Fund - Wealth Creation 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