PS
Pranay SinhaFund Manager Since 31 Mar 2021
AllocationRetirement
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus
3Y Annualised
16.87%
-0.52% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-7.22%
-0.52% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 5 months
NIFTY 50
6 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹3133.09 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Direct Growth
0.41%
2nd
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Pyt of Inc Dis cum Cap Wdrl
0.41%
3rd
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
0.41%
4th
ICICI Prudential Retirement Fund Pure Debt Plan Direct Growth
0.37%
5th
ICICI Prudential Retirement Fund Pure Debt Plan Direct Payout of Income Dist cum Cap Wdrl
0.37%
103rd
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus
-7.22%
Fund Managers
SD
Sanjay DoshiFund Manager Since 1 Jul 2020
KD
Kinjal DesaiFund Manager Since 25 May 2018
About Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus is a Allocation mutual fund scheme from Nippon Life India Asset Management Ltd. This fund has been in existence for 11 years, having been launched on 2015-02-11. Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus has ₹3133.09 Cr worth of assets under management (AUM) as of Fri Mar 13 2026. The latest Net Asset Value (NAV) of Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus as of Thu Mar 12 2026 is ₹30.773. The fund has an expense ratio of 0.98%, which is medium comparable to most other Allocation funds.
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus returns for the last 1 year are 7.90%. Since launch, it has delivered 10.68% average annual returns.
The Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus has the majority of its money invested in Financial Services, Energy, Industrials, Utilities, Technology, Communication Services sectors.
Top 5 Holdings of Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus.
- ICICI Bank Ltd: 7.59%
- HDFC Bank Ltd: 7.08%
- Reliance Industries Ltd: 4.56%
- State Bank of India: 3.99%
- Larsen & Toubro Ltd: 3.62%
AMC Information
| Name | Nippon Life India Asset Management Ltd |
|---|---|
| Founding Date | 2015-02-11 |
| customercare@nipponindiaim.in | |
| Phone | 022-6808 7000/18602660111 |
| Website | https://mf.nipponindiaim.com/ |
| Address | Nippon Life India Asset Management Limited,4th Floor, Tower A, Peninsula Business Park,,Ganapatrao Kadam Marg,,Lower Parel (W) |
Tax Implications of Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Nippon Life India Asset Management Ltd
Nippon India Aggressive Hybrid Fund - Direct Plan - Growth Option
AllocationAggressive Allocation
3Y CAGR
14.92%
expense ratio
1.07%
fund size
₹4063.06 Cr
Nippon India ELSS Tax Saver Fund Direct Plan - Growth Option
EquityELSS (Tax Savings)
3Y CAGR
17.52%
expense ratio
1.03%
fund size
₹14959.37 Cr
Nippon India Multi Cap Fund - Direct Plan - Growth
EquityMulti-Cap
3Y CAGR
20.79%
expense ratio
0.72%
fund size
₹50820.01 Cr
Nippon India Equity Savings Direct Growth
AllocationEquity Savings
3Y CAGR
9.52%
expense ratio
0.49%
fund size
₹929.26 Cr
Nippon India Equity Savings Growth
AllocationEquity Savings
3Y CAGR
8.47%
expense ratio
1.57%
fund size
₹929.26 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
