Nippon India Retirement Fund - Wealth Creation Scheme

GrowthHybrid Retirement Fund

28.788

17.67%

not rated

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of      for

Total investment 36,000

Total Value Gain Return %
This Fund

44,936

8,936

14.93%

Bank FD

39,824

3,824

6.5%
Gold

40,770

4,770

8.00%

Fund Information

  • 2,917.02 Cr.

  • Growth

  • 1.95%

  • Hybrid- Retirement Fund

  • S&P BSE 500 TRI

  • 05 Feb 2015

  • Nippon India Mutual Funds know more

Fund Managed By

Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 2.08% 1.27% 23.75% 12.74% 25.59% 23.76% 27.65% 11.09%
Category Average 1.21% -0.06% 10.21% 4.08% 12.92% 12.69% 12.89% 8.48%
Nippon India Retirement Fund - Wealth Creation Scheme 1.33% -0.34% 15.25% -0.27% 16.33% 17.67% 20.43% 11.09%
ICICI Prudential Retirement Fund Pure Equity Plan 1.95% -0.60% 23.75% 8.00% 25.59% - - -
ICICI Prudential Retirement Fund Hybrid Aggressive Plan 2.08% 0.84% 20.82% 7.21% 22.30% - - -
HDFC Retirement Savings Fund - Equity Plan 1.59% -1.00% 13.39% 0.97% 16.14% 18.75% 24.07% -
Union Retirement Fund 1.67% 0.13% 17.21% 2.33% 16.11% - - -
Aditya Birla Sun Life Retirement Fund - The 30s Plan 1.18% -0.04% 20.28% 2.87% 16.14% 15.34% 14.18% -

Fund Portfolio Details

Equity 99.14%

Debt 0.00%

Others 0.86%

Portfolio Holdings shown is as of 31 Jul 2025

Riskometer

Investors understand that their principal
will be at Very High risk