Nippon India Retirement Wealth Creation Scheme IDCW Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Nippon India Retirement Wealth Creation Scheme IDCW Payout Direct Plan

NAV
₹20.8345
-2.25%
(13 Mar)
AUM
3,133 Cr
TER
0.98%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+20.3%
+16.4%
+13.2%
+11.0%
+5.6%
3Y
+26.0%
+22.4%
+15.5%
+17.6%
+16.1%
5Y
+21.2%
+16.1%
+9.4%
NA
+13.1%
ALL
+19.6%
+15.9%
+10.9%
+13.7%
+10.2%
VOL
17.6%
13.9%
16.4%
12.7%
15.6%
TER
0.8%
0.8%
1.2%
1.1%
1.0%
AUM
₹1,729 Cr
₹1,131 Cr
₹422 Cr
₹196 Cr
₹3,133 Cr
INFO
1.12
1.15
0.66
1.08
0.65
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Nippon India Retirement Wealth Creation Scheme IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
ICICI Bank Ltd
7.6%
HDFC Bank Ltd
7.1%
Reliance Industries Ltd
4.6%
State Bank of India
4.0%
Larsen & Toubro Ltd
3.6%
Axis Bank Ltd
3.2%
NTPC Ltd
2.9%
Bajaj Finance Ltd
2.9%
Infosys Ltd
2.9%
Bharti Airtel Ltd
2.7%
Top industry exposure
Financial Services
33.2%
Industrials
12.8%
Consumer Cyclical
11.8%
Utilities
7.5%
Technology
7.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
38%
Lock-in period
5Y
Exit load
No exit load
Fund objective
The investment objective of the scheme is 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. However, there can be no assurance or guarantee that the investment objective of the Scheme will be achieved.
Fund manager(s)
Pranay Sinha
Ritesh Rathod

FAQs