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Nippon India Retirement Fund - Wealth Creation Scheme Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Nippon India Retirement Fund - Wealth Creation Scheme Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹3,084 Cr

Lock In Period

5 Years

Expense Ratio

2.21

Exit Load

Nil

Benchmark

BSE 500 Total Return

Nippon India Retirement Fund - Wealth Creation Scheme Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.810.366.13
6M1.882.5325.87
1Y0.705.0243.25
3Y12.0614.40133.96

Portfolio Analysis

  • Equity: 99.21%
  • Debt: 0.79%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Limited8.28%
2. ICICI Bank Limited7.89%
3. Axis Bank Limited4.36%

1. JSW Energy Limited3.40%
2. NTPC Green Energy Limited1.39%
3. Tata Power Company Limited0.91%
4. NTPC Limited0.58%
5. NLC India Limited0.42%

1. Infosys Limited3.57%
2. Tech Mahindra Limited1.94%
3. KPIT Technologies Limited0.44%

1. Reliance Industries Limited4.30%
2. Bharat Petroleum Corporation Limited0.98%

1. Cholamandalam Investment and Finance Company Ltd1.59%
2. Bajaj Finance Limited1.30%
3. L&T Finance Limited1.11%
4. Shriram Finance Limited0.76%

1. Alkem Laboratories Limited2.05%
2. Abbott India Limited0.80%
3. Gland Pharma Limited0.73%
4. Syngene International Limited0.52%

1. State Bank of India3.46%

1. Larsen & Toubro Limited2.69%
2. Afcons Infrastructure Limited0.23%

1. Hindustan Aeronautics Limited1.92%
2. Mishra Dhatu Nigam Limited0.87%

1. Eternal Limited1.46%
2. Swiggy Limited0.93%

1. Mahindra & Mahindra Limited2.33%

1. Nestle India Limited1.22%
2. Britannia Industries Limited0.67%

1. Varun Beverages Limited1.81%

1. HDFC Asset Management Company Limited1.81%

1. United Spirits Limited1.20%
2. United Breweries Limited0.55%

1. InterGlobe Aviation Limited1.74%

1. JSW Infrastructure Ltd1.70%

1. Indus Towers Limited1.66%

1. Vedanta Aluminium Metal Limited1.53%

1. Titan Company Limited1.50%

1. Endurance Technologies Limited1.04%
2. Sharda Motor Industries Ltd.0.43%

1. Blue Star Limited1.32%

1. Info Edge (India) Limited1.28%

1. ISGEC Heavy Engineering�Limited0.78%
2. Bharat Heavy Electricals Limited0.50%

1. Ambuja Cements Limited1.20%

1. Crompton Greaves Consumer Electricals Limited1.16%

1. The Indian Hotels Company Limited1.16%

1. Cummins India Limited1.10%

1. LIC Housing Finance Limited1.07%

1. Max Financial Services Limited1.02%

About Fund Nippon India Retirement Fund - Wealth Creation Scheme Growth

Nippon India Retirement Fund - Wealth Creation Scheme Growth managed by Nippon India Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹3,084 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.21. 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
Canara Robeco Flexi Cap Fund Growth413,327 CR1.82
LIC MF Flexi Cap Fund Growth11,052 CR3.54
Nippon India Retirement Fund - Wealth Creation Scheme Growth03,084 CR2.21
Kotak Gold ETF Growth013,419 CR0.52
Fund Name1Y3Y
This FundCanara Robeco Flexi Cap Fund Growth0.718438.4036
This FundLIC MF Flexi Cap Fund Growth6.747638.5991
This FundNippon India Retirement Fund - Wealth Creation Scheme Growth0.697740.7294
This FundKotak Gold ETF Growth43.2522133.9623

Nippon India Retirement Fund - Wealth Creation Scheme Growth 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 2.21. 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 : 1.81%
  • 6 Months : 1.88%
  • 1 Year : 0.70%
  • 3 Years : 12.06%
Returns of Nippon India Retirement Fund - Wealth Creation Scheme Growth are updated daily based on NAV of ₹ 28.9712 as on Jul 31,2026. Since inception, the return has been 40.73%.

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 ₹3,084 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.