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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹3,133 Cr

Lock In Period

5 Years

Expense Ratio

1.94

Benchmark

BSE 500 Total Return

Exit Load

Nil

Summary

Latest details for Nippon India Retirement Fund - Wealth Creation Scheme Growth include a ₹25.9828 NAV as of Apr 02,2026 and returns since inception of 50.89%. Minimum investments start at SIP ₹500. The Nippon India Retirement Fund - Wealth Creation Scheme Growth AUM is ₹3,133 Cr, with a lock-in of 5 Years years, expense ratio of 1.94%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -9.25% returns, against a category average of -1.43% and a category best of 3.94%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-9.25-1.433.94
6M-9.371.1727.57
1Y-1.264.5263.16
3Y14.7011.27144.23

Portfolio Analysis

  • Equity: 99.35%
  • Debt: 0.65%
  • Others
As on: 2026-02-28
View allocation % by

1. ICICI Bank Limited7.59%
2. HDFC Bank Limited7.08%
3. Axis Bank Limited3.20%

1. NTPC Limited2.93%
2. NLC India Limited1.41%
3. JSW Energy Limited1.40%
4. Tata Power Company Limited0.72%
5. NTPC Green Energy Limited0.68%

1. Reliance Industries Limited4.56%
2. Bharat Petroleum Corporation Limited1.23%

1. Lupin Limited1.32%
2. Alkem Laboratories Limited0.90%
3. Abbott India Limited0.68%
4. Gland Pharma Limited0.64%
5. Emcure Pharmaceuticals Limited0.60%
6. IPCA Laboratories Limited0.55%
7. Mankind Pharma Limited0.53%
8. Syngene International Limited0.47%

1. Bajaj Finance Limited2.86%
2. L&T Finance Limited1.00%
3. Cholamandalam Investment and Finance Company Ltd0.96%
4. Shriram Finance Limited0.78%

1. Infosys Limited2.86%
2. Tech Mahindra Limited1.84%
3. Coforge Limited0.34%
4. Cyient Limited0.05%

1. State Bank of India3.99%

1. Larsen & Toubro Limited3.62%
2. Afcons Infrastructure Limited0.21%

1. Bharti Airtel Limited2.69%

1. Mahindra & Mahindra Limited2.54%

1. Hindustan Aeronautics Limited1.69%
2. Mishra Dhatu Nigam Limited0.71%

1. SBI Life Insurance Company Limited1.95%

1. Samvardhana Motherson International Limited1.89%

1. Nestle India Limited1.11%
2. Britannia Industries Limited0.77%

1. United Spirits Limited1.21%
2. United Breweries Limited0.65%

1. Eternal Limited1.34%
2. Swiggy Limited0.50%

1. UltraTech Cement Limited1.62%

1. Vedanta Limited1.57%

1. Cummins India Limited1.56%

1. HDFC Asset Management Company Limited1.55%

1. InterGlobe Aviation Limited1.54%

1. Titan Company Limited1.38%

1. Power Finance Corporation Limited1.32%

1. Blue Star Limited1.24%

1. Varun Beverages Limited1.15%

1. Crompton Greaves Consumer Electricals Limited1.15%

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 ₹3,133 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.94. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundEdelweiss Aggressive Hybrid Fund Growth43545.93 CR1.85
This FundSundaram Multi Cap Fund Growth32826.95 CR1.99
This FundNippon India Retirement Fund - Wealth Creation Scheme Growth03133.09 CR1.94
This FundKotak Gold ETF Growth015574.49 CR0.55
Fund Name1Y3Y
This FundEdelweiss Aggressive Hybrid Fund Growth1.117748.4216
This FundSundaram Multi Cap Fund Growth-1.018149.3749
This FundNippon India Retirement Fund - Wealth Creation Scheme Growth-1.25650.8922
This FundKotak Gold ETF Growth63.162144.2273

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 1.94. 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 : -9.25%
  • 6 Months : -9.37%
  • 1 Year : -1.26%
  • 3 Years : 14.70%
Returns of Nippon India Retirement Fund - Wealth Creation Scheme Growth are updated daily based on NAV of ₹ 25.9828 as on Apr 02,2026. Since inception, the return has been 50.89%.

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 ₹3,133 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