Nippon India Retirement Fund-WC – Dir Growth

Solution Oriented · Retirement
 · ★★
₹ 500
Min SIP
₹ 500
Min Lumpsum
1.06 %
Expense Ratio
★★
Rating
2,991
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 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 44.3% 19.5% 14% 11.6%
Category Average 39.6% 18.9% 17.3% -

Scheme Allocation

By Holding
By Sector
By Asset
7.04%
6.1%
4.21%
TCS
4.01%
Others
71.31%
View all Holdings
Holdings Sector Instrument Asset
Reliance Industr Refineries Equity 7.33%
ICICI Bank Banks Equity 7.04%
HDFC Bank Banks Equity 6.1%
Bosch Auto Ancillaries Equity 4.21%
TCS IT - Software Equity 4.01%
Larsen & Toubro Infrastructure Developers & Operators Equity 3.2%
Infosys IT - Software Equity 3.08%
Axis Bank Banks Equity 3.05%
Kaynes Tech Consumer Durables Equity 2.96%
St Bk of India Banks Equity 2.88%
Cyient DLM Electronics Equity 2.29%
NTPC Power Generation & Distribution Equity 2.24%
Dixon Technolog. Consumer Durables Equity 2.23%
Zomato Ltd E-Commerce/App based Aggregator Equity 2.21%
ICICI Lombard Insurance Equity 2.15%
LTIMindtree IT - Software Equity 2.13%
Hind. Unilever FMCG Equity 2.02%
Bajaj Finance Finance Equity 1.95%
Samvardh. Mothe. Auto Ancillaries Equity 1.79%
EIH Hotels & Restaurants Equity 1.55%
Dabur India FMCG Equity 1.53%
UltraTech Cem. Cement Equity 1.49%
Indraprastha Gas Gas Distribution Equity 1.42%
Sona BLW Precis. Auto Ancillaries Equity 1.38%
Apollo Hospitals Healthcare Equity 1.29%
Container Corpn. Logistics Equity 1.28%
HDFC AMC Finance Equity 1.25%
Birla Corpn. Cement Equity 1.23%
Titan Company Diamond, Gems and Jewellery Equity 1.21%
Brigade Enterpr. Realty Equity 1.17%
SBI Life Insuran Insurance Equity 1.17%
Gland Pharma Pharmaceuticals Equity 1.06%
Sterling & Wils. Engineering Equity 1.06%
Mishra Dhatu Nig Aerospace & Defence Equity 1.05%
PVR Inox Entertainment Equity 1.03%
Hind.Aeronautics Aerospace & Defence Equity 1.03%
Ipca Labs. Pharmaceuticals Equity 1.03%
AU Small Finance Banks Equity 0.95%
United Breweries Alcoholic Beverages Equity 0.94%
Bajaj Finserv Finance Equity 0.91%
Indus Towers Telecomm Equipment & Infra Services Equity 0.85%
Affle India IT - Software Equity 0.84%
Praj Industries Capital Goods-Non Electrical Equipment Equity 0.84%
Voltas Consumer Durables Equity 0.83%
Clean Science Chemicals Equity 0.8%
BSE Miscellaneous Equity 0.79%
Bharat Forge Castings, Forgings & Fastners Equity 0.77%
K P R Mill Ltd Readymade Garments/ Apparells Equity 0.75%
Thyrocare Tech. Healthcare Equity 0.74%
Jio Financial Finance Equity 0.73%
Crompton Gr. Con Consumer Durables Equity 0.68%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.63%
Carborundum Uni. Capital Goods-Non Electrical Equipment Equity 0.54%
Jyoti CNC Auto. Capital Goods-Non Electrical Equipment Equity 0.43%
Banks
20.02%
IT-Software
9.22%
Auto Components
7.38%
Petroleum Products
7.33%
Industrial Manufacturing
6.52%
Others
49.53%
View all Sectors
Sectors Asset
Banks 20.02%
IT-Software 9.22%
Auto Components 7.38%
Petroleum Products 7.33%
Industrial Manufacturing 6.52%
Consumer Durables 4.95%
Construction 4.26%
Finance 3.59%
Insurance 3.32%
Retailing 2.84%
Cement & Cement Products 2.72%
Power 2.24%
Pharmaceuticals & Biotech 2.09%
Aerospace & Defense 2.08%
Capital Markets 2.04%
Healthcare Services 2.03%
Diversified FMCG 2.02%
Debt 1.99%
Leisure Services 1.55%
Personal Products 1.53%
Gas 1.42%
Industrial Products 1.31%
Transport Services 1.28%
Realty 1.17%
Entertainment 1.03%
Beverages 0.94%
Telecom-Services 0.85%
IT-Services 0.84%
Chemicals & Petrochemical 0.8%
Textiles & Apparels 0.75%
Cash & Others -0.11%
Equity
98.12%
Reverse Repos
1.99%
Cash & Cash Equivalents
0.01%
Net Curr Ass/Net Receivables
-0.12%
Others
0%

Advance Ratio

2.08
Alpha
3.81
SD
0.98
Beta
1.04
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

More Funds from Nippon India Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

Frequently Asked Questions

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

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

The NAV of Nippon India Retirement Fund-WC – Dir Growth is ₹27 as of 18 March 2024.

How to redeem Nippon India Retirement Fund-WC – 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-WC – Dir Growth?

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

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

The top sectors Nippon India Retirement Fund-WC – Dir Growth has invested in are
  1. Banks - 20.02%
  2. IT-Software - 9.22%
  3. Auto Components - 7.38%
  4. Petroleum Products - 7.33%
  5. Industrial Manufacturing - 6.52%

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

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

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

The Nippon India Retirement Fund-WC – Dir Growth has delivered 11.6% since inception

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

The expense ratio of Nippon India Retirement Fund-WC – Dir Growth is 1.06 % as of 18 March 2024.

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

The AUM of Nippon India Retirement Fund-WC – Dir Growth is ₹3,80,049 Cr as of 18 March 2024

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

The top stock holdings of Nippon India Retirement Fund-WC – Dir Growth are
  1. Reliance Industr - 7.33%
  2. ICICI Bank - 7.04%
  3. HDFC Bank - 6.1%
  4. Bosch - 4.21%
  5. TCS - 4.01%

How can I redeem my investments in Nippon India Retirement Fund-WC – 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-WC – Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now