Nippon India Retirement Fund-IG – Dir Growth

Solution Oriented · Retirement
 · ★★
500
Min SIP
500
Min Lumpsum
1.04 %
Expense Ratio
★★
Rating
164
Fund Size (in Cr)
9 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 20 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 14.6% 7.7% 9.4% 8.2%
Category Average 22% 15.1% 16.8% -

Scheme Allocation

By Holding
By Sector
By Asset
1.65%
1.36%
TCS
1.2%
Others
93.02%
View all Holdings
Holdings Sector Instrument Asset
Reliance Industr Refineries Equity 1.76%
ICICI Bank Banks Equity 1.65%
HDFC Bank Banks Equity 1.36%
TCS IT - Software Equity 1.2%
Sun Pharma.Inds. Pharmaceuticals Equity 1.01%
St Bk of India Banks Equity 0.91%
Axis Bank Banks Equity 0.9%
Larsen & Toubro Infrastructure Developers & Operators Equity 0.89%
Infosys IT - Software Equity 0.8%
SBI Life Insuran Insurance Equity 0.78%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.74%
Wipro IT - Software Equity 0.74%
ICICI Lombard Insurance Equity 0.69%
Indraprastha Gas Gas Distribution Equity 0.67%
Samvardh. Mothe. Auto Ancillaries Equity 0.61%
Dixon Technolog. Consumer Durables Equity 0.61%
United Breweries Alcoholic Beverages Equity 0.53%
Bosch Auto Ancillaries Equity 0.5%
Birla Corpn. Cement Equity 0.46%
Hind. Unilever FMCG Equity 0.42%
Container Corpn. Logistics Equity 0.4%
Apollo Hospitals Healthcare Equity 0.4%
Mishra Dhatu Nig Aerospace & Defence Equity 0.38%
Sona BLW Precis. Auto Ancillaries Equity 0.37%
Crompton Gr. Con Consumer Durables Equity 0.34%
Prestige Estates Realty Equity 0.34%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.28%
Jio Financial Finance Equity 0.16%
Debt
75.49%
Banks
4.99%
Cash & Others
4.47%
IT-Software
2.63%
Petroleum Products
1.73%
Others
10.69%
View all Sectors
Sectors Asset
Debt 75.49%
Banks 4.99%
Cash & Others 4.47%
IT-Software 2.63%
Petroleum Products 1.73%
Auto Components 1.43%
Insurance 1.41%
Retailing 0.98%
Pharmaceuticals & Biotech 0.96%
Construction 0.95%
Consumer Durables 0.95%
Gas 0.65%
Beverages 0.55%
Aerospace & Defense 0.47%
Diversified FMCG 0.45%
Cement & Cement Products 0.43%
Healthcare Services 0.39%
Realty 0.38%
Transport Services 0.38%
Entertainment 0.16%
Finance 0.15%
Govt Securities / Sovereign
74.56%
Equity
19.9%
Reverse Repos
4.34%
Net Curr Ass/Net Receivables
1.17%
Cash & Cash Equivalents
0.03%
Others
0%

Advance Ratio

-1.7
Alpha
1.33
SD
0.23
Beta
0.06
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:
3,80,049 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

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Frequently Asked Questions

How to invest in Nippon India Retirement Fund-IG – Dir Growth ?

You can invest in Nippon India Retirement Fund-IG – Dir Growth 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-IG – Dir Growth 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-IG – Dir Growth ?

The NAV of Nippon India Retirement Fund-IG – Dir Growth is ₹20.4 as of 20 February 2024.

How to redeem Nippon India Retirement Fund-IG – Dir Growth 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 is the minimum sip amount of Nippon India Retirement Fund-IG – Dir Growth?

The minimum SIP amount of Nippon India Retirement Fund-IG – Dir Growth is ₹500

What are the top sectors Nippon India Retirement Fund-IG – Dir Growth has invested in?

The top sectors Nippon India Retirement Fund-IG – Dir Growth has invested in are
  1. Debt - 75.49%
  2. Banks - 4.99%
  3. Cash & Others - 4.47%
  4. IT-Software - 2.63%
  5. Petroleum Products - 1.73%

Can I make investments in both the SIP and Lump Sum schemes of Nippon India Retirement Fund-IG – Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Nippon India Retirement Fund-IG – Dir Growth based on your investment objective and risk tolerance.

How much returns have Nippon India Retirement Fund-IG – Dir Growth generated ?

The Nippon India Retirement Fund-IG – Dir Growth has delivered 8.2% since inception

What is the expense ratio of Nippon India Retirement Fund-IG – Dir Growth ?

The expense ratio of Nippon India Retirement Fund-IG – Dir Growth is 1.04 % as of 20 February 2024.

What is the AUM of Nippon India Retirement Fund-IG – Dir Growth?

The AUM of Nippon India Retirement Fund-IG – Dir Growth is ₹3,80,049 Cr as of 20 February 2024

What are the top stock holdings of Nippon India Retirement Fund-IG – Dir Growth?

The top stock holdings of Nippon India Retirement Fund-IG – Dir Growth are
  1. Reliance Industr - 1.76%
  2. ICICI Bank - 1.65%
  3. HDFC Bank - 1.36%
  4. TCS - 1.2%
  5. Sun Pharma.Inds. - 1.01%

How can I redeem my investments in Nippon India Retirement Fund-IG – Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Nippon India Retirement Fund-IG – Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now