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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)

₹3,035 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(%)
1M3.850.968.58
6M-0.112.3425.87
1Y-1.804.7548.01
3Y13.0015.49137.85

Portfolio Analysis

  • Equity: 98.19%
  • Debt: 1.81%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC Bank Limited7.85%
2. ICICI Bank Limited7.33%
3. Axis Bank Limited4.24%

1. JSW Energy Limited3.53%
2. NTPC Limited2.04%
3. NTPC Green Energy Limited1.53%
4. Tata Power Company Limited1.00%
5. NLC India Limited0.76%

1. Infosys Limited4.20%
2. Tech Mahindra Limited2.08%

1. Reliance Industries Limited4.46%
2. Bharat Petroleum Corporation Limited0.98%

1. Cholamandalam Investment and Finance Company Ltd1.39%
2. Bajaj Finance Limited1.20%
3. L&T Finance Limited1.04%
4. Shriram Finance Limited0.71%

1. Alkem Laboratories Limited1.18%
2. Abbott India Limited0.86%
3. Mankind Pharma Limited0.68%
4. Gland Pharma Limited0.67%
5. Syngene International Limited0.54%
6. Sai Life Sciences Limited0.21%

1. Larsen & Toubro Limited3.56%
2. Afcons Infrastructure Limited0.25%

1. State Bank of India3.30%

1. Hindustan Aeronautics Limited1.91%
2. Mishra Dhatu Nigam Limited0.89%

1. Mahindra & Mahindra Limited2.35%

1. Eternal Limited1.40%
2. Swiggy Limited0.93%

1. Samvardhana Motherson International Limited2.13%

1. Nestle India Limited1.26%
2. Britannia Industries Limited0.69%

1. Varun Beverages Limited1.91%

1. SBI Life Insurance Company Limited1.81%

1. United Spirits Limited1.15%
2. United Breweries Limited0.55%

1. Indus Towers Limited1.61%

1. HDFC Asset Management Company Limited1.59%

1. Cummins India Limited1.45%

1. InterGlobe Aviation Limited1.45%

1. Titan Company Limited1.41%

1. Blue Star Limited1.31%

1. UltraTech Cement Limited0.76%
2. Ambuja Cements Limited0.54%

1. Crompton Greaves Consumer Electricals Limited1.20%

1. Dixon Technologies (India) Limited1.10%

1. ISGEC Heavy Engineering�Limited0.58%
2. Bharat Heavy Electricals Limited0.51%

1. The Indian Hotels Company Limited1.08%

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 ₹3,035 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
Edelweiss Aggressive Hybrid Fund Growth43667.1 CR2.2
Kotak Flexicap Fund - Growth454801.33 CR1.47
Nippon India Retirement Fund - Wealth Creation Scheme Growth03035.29 CR2.21
Kotak Gold ETF Growth014891.89 CR0.52
Fund Name1Y3Y
This FundEdelweiss Aggressive Hybrid Fund Growth-0.155543.7626
This FundKotak Flexicap Fund - Growth-2.105944.2763
This FundNippon India Retirement Fund - Wealth Creation Scheme Growth-1.801644.2985
This FundKotak Gold ETF Growth48.0119137.8507

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 : 3.85%
  • 6 Months : -0.11%
  • 1 Year : -1.80%
  • 3 Years : 13.00%
Returns of Nippon India Retirement Fund - Wealth Creation Scheme Growth are updated daily based on NAV of ₹ 28.9186 as on Jul 10,2026. Since inception, the return has been 44.30%.

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 ₹3,035 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.