Nippon India Retirement Fund - Wealth Creation Scheme Growth Return

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  • 1Y
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  • 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)

₹2,939 Cr

Lock In Period

5 Years

Expense Ratio

2.23

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(%)
1M-5.96-1.623.94
6M-7.390.6917.00
1Y-9.682.5139.64
3Y7.8213.01129.17

Portfolio Analysis

  • Equity: 98.95%
  • Debt: 1.05%
  • Others
As on: 2026-09-30
View allocation % by

1. HDFC Bank Limited7.72%
2. ICICI Bank Limited6.89%
3. Axis Bank Limited4.17%
4. AU Small Finance Bank Limited0.25%

1. JSW Energy Limited3.03%
2. NTPC Green Energy Limited1.68%
3. NLC India Limited1.15%
4. Tata Power Company Limited0.89%

1. Alkem Laboratories Limited2.26%
2. Gland Pharma Limited0.99%
3. Abbott India Limited0.89%
4. Piramal Pharma Limited0.69%
5. Mankind Pharma Limited0.65%
6. Syngene International Limited0.46%

1. Infosys Limited3.72%
2. TBO Tek Limited0.69%
3. Tech Mahindra Limited0.52%
4. KPIT Technologies Limited0.34%

1. Reliance Industries Limited4.14%

1. Cholamandalam Investment and Finance Company Ltd1.51%
2. Bajaj Finance Limited1.31%
3. Shriram Finance Limited0.76%

1. Mahindra & Mahindra Limited3.27%

1. Hindustan Aeronautics Limited2.14%
2. Mishra Dhatu Nigam Limited0.96%

1. Eternal Limited1.52%
2. Swiggy Limited1.45%

1. State Bank of India2.94%

1. TD Power Systems Limited1.10%
2. ISGEC Heavy Engineering�Limited0.78%
3. Bharat Heavy Electricals Limited0.53%

1. Vedanta Aluminium Metal Limited2.01%

1. Godrej Consumer Products Limited1.48%
2. Gillette India Limited0.47%

1. Varun Beverages Limited1.91%

1. HDFC Asset Management Company Limited1.91%

1. Healthcare Global Enterprises Limited0.94%
2. Fortis Healthcare Limited0.90%

1. InterGlobe Aviation Limited1.70%

1. Info Edge (India) Limited1.68%

1. Indus Towers Limited1.66%

1. United Spirits Limited1.27%
2. United Breweries Limited0.32%

1. Endurance Technologies Limited1.09%
2. Sharda Motor Industries Ltd.0.50%

1. Ambuja Cements Limited1.32%

1. Max Financial Services Limited1.29%

1. Blue Star Limited1.29%

1. The Indian Hotels Company Limited1.24%

1. JSW Infrastructure Ltd1.21%

1. Nestle India Limited1.19%

1. LIC Housing Finance Limited1.05%

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 ₹2,939 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.23. 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

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 2.23. 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 : -5.96%
  • 6 Months : -7.39%
  • 1 Year : -9.68%
  • 3 Years : 7.82%
Returns of Nippon India Retirement Fund - Wealth Creation Scheme Growth are updated daily based on NAV of ₹ 26.1715 as on Oct 23,2026. Since inception, the return has been 25.35%.

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 ₹2,939 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.
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