Compare Nippon India Retirement Fund - Wealth Creation Scheme vs HDFC Focused 30 Fund
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.92 | 1.68 |
NAV | ₹27.93 | ₹213.34 |
Fund Started | 22 Jan 2015 | 20 Aug 2004 |
Fund Size | ₹3288.28 Cr | ₹14968.50 Cr |
Exit Load | - | Exit load of 1% if redeemed within 1 year |
Returns
1 Year | 31.63% | 36.64% |
3 Year | 14.37% | 21.92% |
5 Year | 16.16% | 22.45% |
Holding Analysis
Equity | 99.42% | 86.51% |
Cash | 0.58% | 13.15% |
Top Holdings
Top 10 Holdings |
|
|
Fund Manager
Name | Akshay Sharma | Dhruv Muchhal |
Start Date | 01 Dec 2022 | 14 Sep 2023 |
About Fund
Description | The scheme seeks to provide capital appreciation and consistent income to the investors which will be in line with their retirement goals by investing in a mix of securities comprising of equity, equity related instruments and fixed income securities. | The scheme seeks to generate long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies. |
Launch Date | 22 Jan 2015 | 20 Aug 2004 |
