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Nippon India Retirement Fund - Income Generation Scheme Growth Return

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  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Nippon India Retirement Fund - Income Generation Scheme Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹142 Cr

Lock In Period

5 Years

Expense Ratio

2.05

Exit Load

Nil

Benchmark

CRISIL Hybrid 85+15 - Conservative Index

Nippon India Retirement Fund - Income Generation Scheme Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.52-0.69297.26
6M0.671.44315.31
1Y0.973.84339.02
3Y6.7211.7855.84

Portfolio Analysis

  • Equity: 19.49%
  • Debt: 80.51%
  • Others
As on: 2026-06-15
View allocation % by

1. ICICI Bank Limited2.80%
2. HDFC Bank Limited1.64%
3. Axis Bank Limited1.25%

1. State Bank of India2.15%

1. Reliance Industries Limited1.65%

1. Larsen & Toubro Limited1.39%

1. Infosys Limited0.73%
2. Tata Consultancy Services Limited0.46%

1. NTPC Limited1.16%

About Fund Nippon India Retirement Fund - Income Generation Scheme Growth

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 2.05. 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
HDFC Retirement Savings Fund - Hybrid Debt Growth0151.29 CR2.14
Nippon India Retirement Fund - Income Generation Scheme Growth0142.19 CR2.05
Fund Name1Y3Y
This FundHDFC Retirement Savings Fund - Hybrid Debt Growth0.928121.5257
This FundNippon India Retirement Fund - Income Generation Scheme Growth0.967721.5538

Nippon India Retirement Fund - Income Generation Scheme Growth 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 2.05. 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 : 3.52%
  • 6 Months : 0.67%
  • 1 Year : 0.97%
  • 3 Years : 6.72%
Returns of Nippon India Retirement Fund - Income Generation Scheme Growth are updated daily based on NAV of ₹ 20.4444 as on Jul 03,2026. Since inception, the return has been 21.55%.

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.