Nippon India Retirement Fund - Wealth Creation Scheme Growth Return

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  • 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)

₹3,127 Cr

Lock In Period

5 Years

Expense Ratio

2.25

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-5.83-1.303.94
6M4.293.5631.85
1Y-5.473.7239.64
3Y8.3013.25148.57

Portfolio Analysis

  • Equity: 99.48%
  • Debt: 0.52%
  • Others
As on: 2026-08-31
View allocation % by

1. ICICI Bank Limited7.53%
2. HDFC Bank Limited7.26%
3. Axis Bank Limited4.16%
4. AU Small Finance Bank Limited0.26%

1. Infosys Limited3.99%
2. Tech Mahindra Limited1.46%
3. TBO Tek Limited0.67%
4. KPIT Technologies Limited0.37%

1. Alkem Laboratories Limited2.19%
2. Gland Pharma Limited1.38%
3. Abbott India Limited0.80%
4. Piramal Pharma Limited0.68%
5. Mankind Pharma Limited0.59%
6. Syngene International Limited0.47%

1. JSW Energy Limited2.99%
2. NTPC Green Energy Limited1.28%
3. Tata Power Company Limited0.80%
4. NLC India Limited0.34%

1. Reliance Industries Limited4.19%

1. Cholamandalam Investment and Finance Company Ltd1.63%
2. Bajaj Finance Limited1.35%
3. Shriram Finance Limited0.80%

1. Mahindra & Mahindra Limited3.42%

1. Eternal Limited1.78%
2. Swiggy Limited1.53%

1. State Bank of India3.05%

1. Hindustan Aeronautics Limited2.07%
2. Mishra Dhatu Nigam Limited0.85%

1. TD Power Systems Limited1.02%
2. ISGEC Heavy Engineering�Limited0.66%
3. Bharat Heavy Electricals Limited0.53%

1. Larsen & Toubro Limited1.94%
2. Afcons Infrastructure Limited0.21%

1. HDFC Asset Management Company Limited2.06%

1. Vedanta Aluminium Metal Limited1.99%

1. Godrej Consumer Products Limited1.47%
2. Gillette India Limited0.46%

1. JSW Infrastructure Ltd1.77%

1. Info Edge (India) Limited1.70%

1. InterGlobe Aviation Limited1.67%

1. United Spirits Limited1.31%
2. United Breweries Limited0.35%

1. Varun Beverages Limited1.66%

1. Indus Towers Limited1.62%

1. Endurance Technologies Limited1.11%
2. Sharda Motor Industries Ltd.0.43%

1. Max Financial Services Limited1.39%

1. Ambuja Cements Limited1.33%

1. Nestle India Limited1.28%

1. The Indian Hotels Company Limited1.18%

1. Blue Star Limited1.17%

1. Titan Company Limited1.08%
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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 ₹3,127 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.25. 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
Aditya Birla Sun Life Bal Bhavishya Yojna Growth01,266 CR2.27
PGIM India Flexi Cap Fund Growth15,963 CR2.12
Nippon India Retirement Fund - Wealth Creation Scheme Growth03,127 CR2.25
Kotak Gold ETF Growth014,989 CR0.52
Fund Name1Y3Y
This FundAditya Birla Sun Life Bal Bhavishya Yojna Growth0.762626.1617
This FundPGIM India Flexi Cap Fund Growth-2.161326.6499
This FundNippon India Retirement Fund - Wealth Creation Scheme Growth-5.474427.0195
This FundKotak Gold ETF Growth25.2937148.5687

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 2.25. 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 : -5.83%
  • 6 Months : 4.29%
  • 1 Year : -5.47%
  • 3 Years : 8.30%
Returns of Nippon India Retirement Fund - Wealth Creation Scheme Growth are updated daily based on NAV of ₹ 27.0916 as on Oct 01,2026. Since inception, the return has been 27.02%.

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 ₹3,127 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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