Nippon India Retirement Fund - Wealth Creation Scheme Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹3,135 Cr

Lock In Period

5 Years

Expense Ratio

2.26

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(%)
1M1.15-0.0610.24
6M0.802.4825.87
1Y0.974.6157.28
3Y12.5512.94160.39

Portfolio Analysis

  • Equity: 99.46%
  • Debt: 0.54%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC Bank Limited7.64%
2. ICICI Bank Limited7.42%
3. Axis Bank Limited3.92%

1. Infosys Limited3.96%
2. Tech Mahindra Limited2.24%
3. TBO Tek Limited0.59%
4. KPIT Technologies Limited0.38%

1. Alkem Laboratories Limited2.08%
2. Gland Pharma Limited1.20%
3. Abbott India Limited0.86%
4. Piramal Pharma Limited0.62%
5. Mankind Pharma Limited0.60%
6. Syngene International Limited0.45%

1. JSW Energy Limited3.18%
2. NTPC Green Energy Limited1.29%
3. Tata Power Company Limited0.88%
4. NLC India Limited0.38%

1. Cholamandalam Investment and Finance Company Ltd1.62%
2. Bajaj Finance Limited1.46%
3. Shriram Finance Limited0.76%
4. L&T Finance Limited0.50%

1. Reliance Industries Limited4.28%

1. Mahindra & Mahindra Limited3.53%

1. State Bank of India3.41%

1. Eternal Limited1.64%
2. Swiggy Limited1.54%

1. Hindustan Aeronautics Limited2.00%
2. Mishra Dhatu Nigam Limited0.81%

1. Larsen & Toubro Limited2.51%
2. Afcons Infrastructure Limited0.19%

1. Vedanta Aluminium Metal Limited2.07%

1. Nestle India Limited1.29%
2. Britannia Industries Limited0.69%

1. TD Power Systems Limited0.74%
2. ISGEC Heavy Engineering�Limited0.69%
3. Bharat Heavy Electricals Limited0.49%

1. United Spirits Limited1.33%
2. United Breweries Limited0.57%

1. HDFC Asset Management Company Limited1.75%

1. InterGlobe Aviation Limited1.65%

1. Indus Towers Limited1.63%

1. JSW Infrastructure Ltd1.62%

1. Info Edge (India) Limited1.58%

1. Varun Beverages Limited1.55%

1. Endurance Technologies Limited1.06%
2. Sharda Motor Industries Ltd.0.42%

1. Ambuja Cements Limited1.43%

1. Blue Star Limited1.34%

1. The Indian Hotels Company Limited1.18%

1. Crompton Greaves Consumer Electricals Limited1.08%

1. Cummins India Limited1.06%

1. Titan Company Limited1.03%
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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 ₹3,135 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.26. 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
Union Flexi Cap Fund Growth12,404 CR2.6
Bandhan Flexi Cap Fund Growth37,575 CR2.22
Nippon India Retirement Fund - Wealth Creation Scheme Growth03,134 CR2.26
Kotak Gold ETF Growth013,566 CR0.52
Fund Name1Y3Y
This FundUnion Flexi Cap Fund Growth4.065740.8466
This FundBandhan Flexi Cap Fund Growth0.777942.4323
This FundNippon India Retirement Fund - Wealth Creation Scheme Growth0.974542.5851
This FundKotak Gold ETF Growth57.2824160.3946

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 2.26. 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 : 1.15%
  • 6 Months : 0.80%
  • 1 Year : 0.97%
  • 3 Years : 12.55%
Returns of Nippon India Retirement Fund - Wealth Creation Scheme Growth are updated daily based on NAV of ₹ 29.1886 as on Aug 20,2026. Since inception, the return has been 42.59%.

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 ₹3,135 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.