Nippon India Retirement Fund

Solution Oriented · Retirement
-
Min SIP
500
Min Lumpsum
0.87 %
Expense Ratio
Rating
170
Fund Size (in Cr)
8 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 02 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 12.9% 8.1% 8.4% 7.8%
Category Average 13.5% 24.3% 13.7% -

Scheme Allocation

By Holding
By Sector
By Asset
ICICI Bank
1.49%
Reliance Industr
1.45%
HDFC Bank
1.32%
Axis Bank
1.07%
St Bk of India
1.02%
Others
93.65%
Debt
79.25%
Banks
5.13%
IT-Software
2.11%
Construction
2.02%
Petroleum Products
1.42%
Others
10.07%
Govt Securities / Sovereign
74.33%
Equity
19.53%
Reverse Repos
5.03%
Net Curr Ass/Net Receivables
1.08%
Cash & Cash Equivalents
0.03%

Advance Ratio

0.16
Alpha
1.53
SD
0.24
Beta
0.41
Sharpe

Exit Load

Exit Load Nil

Fund Objective

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.

Fund Managers

Pranay Sinha

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Nippon India Mutual Fund
AUM:
2,81,439 Cr
Address:
4th Floor, Tower A, Peninsula Busines -s Park, Ganapatrao Kadam Marg Lower Parel (W), Mumbai - 400013.
Contact:
022-68087000/1860260111
Email ID:
customercare@nipponindiaim.in

Frequently Asked Questions

How to invest in Nippon India Retirement Fund ?

You can invest in Nippon India Retirement Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Nippon India Retirement Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Nippon India Retirement Fund ?

The NAV of Nippon India Retirement Fund is ₹18.7 as of 02 June 2023.

How to redeem Nippon India Retirement Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What are the top stock holdings of Nippon India Retirement Fund?

The top stock holdings of Nippon India Retirement Fund are
  1. ICICI Bank - 1.49%
  2. Reliance Industr - 1.45%
  3. HDFC Bank - 1.32%
  4. Axis Bank - 1.07%
  5. St Bk of India - 1.02%

How much returns have Nippon India Retirement Fund generated ?

The Nippon India Retirement Fund has delivered 7.8% since inception

What is the expense ratio of Nippon India Retirement Fund ?

The expense ratio of Nippon India Retirement Fund is 0.87 % as of 02 June 2023.

What is the AUM of Nippon India Retirement Fund?

The AUM of Nippon India Retirement Fund is ₹2,81,439 Cr as of 02 June 2023

What are the top sectors Nippon India Retirement Fund has invested in??

The top sectors Nippon India Retirement Fund has invested in are
  1. ICICI Bank - 1.49%
  2. Reliance Industr - 1.45%
  3. HDFC Bank - 1.32%
  4. Axis Bank - 1.07%
  5. St Bk of India - 1.02%
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