How to Invest in Nippon India Retirement Fund Wealth Creation Scheme IDCW?

You can easily invest in Nippon India Retirement Fund Wealth Creation Scheme IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Nippon India Retirement Fund Wealth Creation Scheme IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Nippon India Retirement Fund Wealth Creation Scheme IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Nippon India Retirement Fund Wealth Creation Scheme IDCW provide?

The Nippon India Retirement Fund Wealth Creation Scheme IDCW has been there from 11 Feb 2015 and the average annual returns provided by this fund is 22.29% since its inception.

How much expense ratio is charged by Nippon India Retirement Fund Wealth Creation Scheme IDCW?

The term Expense Ratio used for Nippon India Retirement Fund Wealth Creation Scheme IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Nippon India Retirement Fund Wealth Creation Scheme IDCW is 1.95% as of 10 Dec 2023...

What is the AUM of Nippon India Retirement Fund Wealth Creation Scheme IDCW?

The AUM, short for Assets Under Management of Nippon India Retirement Fund Wealth Creation Scheme IDCW is ₹2,713.60Cr as of 10 Dec 2023.

How to Redeem Nippon India Retirement Fund Wealth Creation Scheme IDCW?

If you want to sell your Nippon India Retirement Fund Wealth Creation Scheme IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

What is the PE and PB ratio of Nippon India Retirement Fund Wealth Creation Scheme IDCW?

The PE ratio ratio of Nippon India Retirement Fund Wealth Creation Scheme IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Nippon India Retirement Fund Wealth Creation Scheme IDCW - NAV, Mutual Fund Performance & Portfolio

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Nippon India Retirement Fund Wealth Creation Scheme IDCW
Solution Oriented
Retirement
Very High Risk
5Y Lock In
20.98%
3Y annualised
+0.20% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 08 Dec 2023₹19.79
Min. SIP amountNot Supported
Rating2
Fund size₹2,713.60Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Solution Oriented Retirement
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns22.3%21.0%12.9%9.9%
Category average19.6%19.2%16.2%NA
Rank with in category191337NA
Understand terms
Holdings (54)NameSectorInstrumentAssets
HDFC Bank Ltd.
FinancialEquity8.0%
Reliance Industries Ltd.
EnergyEquity6.6%
ICICI Bank Ltd.
FinancialEquity6.5%
Bosch Ltd.
AutomobileEquity4.0%
Tata Consultancy Services Ltd.
TechnologyEquity3.9%
Larsen & Toubro Ltd.
ConstructionEquity3.4%
Axis Bank Ltd.
FinancialEquity3.4%
Infosys Ltd.
TechnologyEquity3.0%
NTPC Ltd.
EnergyEquity2.8%
State Bank of India
FinancialEquity2.4%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
01 Dec 2023 - Present
1.95%
30 Nov 2023 - 01 Dec 2023
1.95%
29 Nov 2023 - 30 Nov 2023
1.96%
28 Nov 2023 - 29 Nov 2023
1.96%
27 Nov 2023 - 28 Nov 2023
1.96%
26 Nov 2023 - 27 Nov 2023
1.96%
25 Nov 2023 - 26 Nov 2023
1.96%
24 Nov 2023 - 25 Nov 2023
1.96%
23 Nov 2023 - 24 Nov 2023
1.96%
22 Nov 2023 - 23 Nov 2023
1.96%
21 Nov 2023 - 22 Nov 2023
1.96%
20 Nov 2023 - 21 Nov 2023
1.96%
19 Nov 2023 - 20 Nov 2023
1.96%
18 Nov 2023 - 19 Nov 2023
1.96%
17 Nov 2023 - 18 Nov 2023
1.96%
16 Nov 2023 - 17 Nov 2023
1.96%
15 Nov 2023 - 16 Nov 2023
1.96%
14 Nov 2023 - 15 Nov 2023
1.96%
13 Nov 2023 - 14 Nov 2023
1.96%
12 Nov 2023 - 13 Nov 2023
1.96%
11 Nov 2023 - 12 Nov 2023
1.96%
10 Nov 2023 - 11 Nov 2023
1.96%
09 Nov 2023 - 10 Nov 2023
1.96%
08 Nov 2023 - 09 Nov 2023
1.96%
07 Nov 2023 - 08 Nov 2023
1.96%
06 Nov 2023 - 07 Nov 2023
1.96%
05 Nov 2023 - 06 Nov 2023
1.97%
04 Nov 2023 - 05 Nov 2023
1.97%
03 Nov 2023 - 04 Nov 2023
1.97%
02 Nov 2023 - 03 Nov 2023
1.97%
01 Nov 2023 - 02 Nov 2023
1.97%
31 Oct 2023 - 01 Nov 2023
1.97%
30 Oct 2023 - 31 Oct 2023
1.97%
29 Oct 2023 - 30 Oct 2023
1.97%
28 Oct 2023 - 29 Oct 2023
1.97%
27 Oct 2023 - 28 Oct 2023
1.97%
26 Oct 2023 - 27 Oct 2023
1.98%
25 Oct 2023 - 26 Oct 2023
1.97%
24 Oct 2023 - 25 Oct 2023
1.97%
23 Oct 2023 - 24 Oct 2023
1.97%
22 Oct 2023 - 23 Oct 2023
1.96%
21 Oct 2023 - 22 Oct 2023
1.96%
20 Oct 2023 - 21 Oct 2023
1.96%
19 Oct 2023 - 20 Oct 2023
1.96%
18 Oct 2023 - 19 Oct 2023
1.96%
17 Oct 2023 - 18 Oct 2023
1.96%
16 Oct 2023 - 17 Oct 2023
1.96%
15 Oct 2023 - 16 Oct 2023
1.96%
14 Oct 2023 - 15 Oct 2023
1.96%
13 Oct 2023 - 14 Oct 2023
1.96%
12 Oct 2023 - 13 Oct 2023
1.96%
11 Oct 2023 - 12 Oct 2023
1.96%
10 Oct 2023 - 11 Oct 2023
1.96%
09 Oct 2023 - 10 Oct 2023
1.96%
08 Oct 2023 - 09 Oct 2023
1.96%
07 Oct 2023 - 08 Oct 2023
1.96%
06 Oct 2023 - 07 Oct 2023
1.96%
05 Oct 2023 - 06 Oct 2023
1.96%
04 Oct 2023 - 05 Oct 2023
1.96%
03 Oct 2023 - 04 Oct 2023
1.96%
02 Oct 2023 - 03 Oct 2023
1.96%
01 Oct 2023 - 02 Oct 2023
1.96%
30 Sep 2023 - 01 Oct 2023
1.96%
29 Sep 2023 - 30 Sep 2023
1.96%
28 Sep 2023 - 29 Sep 2023
1.96%
27 Sep 2023 - 28 Sep 2023
1.96%
26 Sep 2023 - 27 Sep 2023
1.96%
25 Sep 2023 - 26 Sep 2023
1.96%
24 Sep 2023 - 25 Sep 2023
1.96%
23 Sep 2023 - 24 Sep 2023
1.96%
22 Sep 2023 - 23 Sep 2023
1.96%
21 Sep 2023 - 22 Sep 2023
1.96%
20 Sep 2023 - 21 Sep 2023
1.96%
19 Sep 2023 - 20 Sep 2023
1.96%
18 Sep 2023 - 19 Sep 2023
1.96%
17 Sep 2023 - 18 Sep 2023
1.96%
16 Sep 2023 - 17 Sep 2023
1.96%
15 Sep 2023 - 16 Sep 2023
1.96%
14 Sep 2023 - 15 Sep 2023
1.96%
13 Sep 2023 - 14 Sep 2023
1.96%
12 Sep 2023 - 13 Sep 2023
1.96%
11 Sep 2023 - 12 Sep 2023
1.95%
10 Sep 2023 - 11 Sep 2023
1.96%
09 Sep 2023 - 10 Sep 2023
1.96%
08 Sep 2023 - 09 Sep 2023
1.96%
07 Sep 2023 - 08 Sep 2023
1.96%
06 Sep 2023 - 07 Sep 2023
1.96%
05 Sep 2023 - 06 Sep 2023
1.96%
04 Sep 2023 - 05 Sep 2023
1.96%
03 Sep 2023 - 04 Sep 2023
1.96%
02 Sep 2023 - 03 Sep 2023
1.96%
01 Sep 2023 - 02 Sep 2023
1.96%
31 Aug 2023 - 01 Sep 2023
1.96%
31 Jul 2023 - 31 Aug 2023
1.96%
30 Jun 2023 - 31 Jul 2023
1.99%
31 May 2023 - 30 Jun 2023
1.99%
30 Apr 2023 - 31 May 2023
2.01%
31 Mar 2023 - 30 Apr 2023
2.03%
28 Feb 2023 - 31 Mar 2023
2.05%
31 Jan 2023 - 28 Feb 2023
1.98%
31 Dec 2022 - 31 Jan 2023
2.05%
31 Dec 2022 - 31 Dec 2022
2.05%
31 Dec 2022 - 31 Dec 2022
2.05%
30 Nov 2022 - 31 Dec 2022
2.11%
30 Nov 2022 - 30 Nov 2022
2.11%
30 Nov 2022 - 30 Nov 2022
2.11%
31 Oct 2022 - 30 Nov 2022
1.95%
31 Oct 2022 - 31 Oct 2022
1.95%
31 Oct 2022 - 31 Oct 2022
1.95%
30 Sep 2022 - 31 Oct 2022
2.08%
30 Sep 2022 - 30 Sep 2022
2.08%
30 Sep 2022 - 30 Sep 2022
2.08%
31 Aug 2022 - 30 Sep 2022
2.02%
31 Aug 2022 - 31 Aug 2022
2.02%
31 Jul 2022 - 31 Aug 2022
2.08%
31 Jul 2022 - 31 Jul 2022
2.08%
31 Jul 2022 - 31 Jul 2022
2.08%
30 Jun 2022 - 31 Jul 2022
2.13%
30 Jun 2022 - 30 Jun 2022
2.13%
31 May 2022 - 30 Jun 2022
2.01%
31 May 2022 - 31 May 2022
2.01%
30 Apr 2022 - 31 May 2022
1.94%
30 Apr 2022 - 30 Apr 2022
1.94%
31 Mar 2022 - 30 Apr 2022
1.68%
31 Mar 2022 - 31 Mar 2022
1.68%
28 Feb 2022 - 31 Mar 2022
2.11%
28 Feb 2022 - 28 Feb 2022
2.11%
31 Jan 2022 - 28 Feb 2022
1.95%
31 Dec 2021 - 31 Jan 2022
2.05%
30 Nov 2021 - 31 Dec 2021
2.13%
31 Oct 2021 - 30 Nov 2021
2.03%
30 Sep 2021 - 31 Oct 2021
2.06%
31 Aug 2021 - 30 Sep 2021
2.03%
31 Jul 2021 - 31 Aug 2021
2.10%
30 Jun 2021 - 31 Jul 2021
2.21%
31 May 2021 - 30 Jun 2021
2.02%
30 Apr 2021 - 31 May 2021
2.11%
31 Mar 2021 - 30 Apr 2021
2.16%
28 Feb 2021 - 31 Mar 2021
2.09%
31 Jan 2021 - 28 Feb 2021
2.20%
31 Dec 2020 - 31 Jan 2021
2.35%
30 Nov 2020 - 31 Dec 2020
2.02%
31 Oct 2020 - 30 Nov 2020
2.19%
30 Sep 2020 - 31 Oct 2020
2.24%
31 Aug 2020 - 30 Sep 2020
1.98%
31 Jul 2020 - 31 Aug 2020
2.27%
30 Jun 2020 - 31 Jul 2020
2.04%
31 May 2020 - 30 Jun 2020
2.32%
30 Apr 2020 - 31 May 2020
2.44%
31 Mar 2020 - 30 Apr 2020
2.48%
29 Feb 2020 - 31 Mar 2020
2.02%
31 Jan 2020 - 29 Feb 2020
2.27%
31 Dec 2019 - 31 Jan 2020
2.00%
30 Nov 2019 - 31 Dec 2019
2.22%
31 Oct 2019 - 30 Nov 2019
2.42%
30 Sep 2019 - 31 Oct 2019
2.01%
31 Aug 2019 - 30 Sep 2019
2.35%
31 Jul 2019 - 31 Aug 2019
2.04%
30 Jun 2019 - 31 Jul 2019
2.02%
31 May 2019 - 30 Jun 2019
2.42%
30 Apr 2019 - 31 May 2019
2.46%
31 Mar 2019 - 30 Apr 2019
2.19%
28 Feb 2019 - 31 Mar 2019
2.47%
31 Jan 2019 - 28 Feb 2019
2.47%
31 Dec 2018 - 31 Jan 2019
2.16%
30 Nov 2018 - 31 Dec 2018
2.48%
31 Oct 2018 - 30 Nov 2018
2.49%
30 Sep 2018 - 31 Oct 2018
2.24%
31 Aug 2018 - 30 Sep 2018
2.53%
31 Jul 2018 - 31 Aug 2018
2.59%
30 Jun 2018 - 31 Jul 2018
2.61%
31 May 2018 - 30 Jun 2018
2.29%
30 Apr 2018 - 31 May 2018
2.20%
31 Mar 2018 - 30 Apr 2018
2.21%
28 Feb 2018 - 31 Mar 2018
2.21%
31 Jan 2018 - 28 Feb 2018
2.21%
31 Dec 2017 - 31 Jan 2018
2.23%
30 Nov 2017 - 31 Dec 2017
2.24%
31 Oct 2017 - 30 Nov 2017
2.26%
Expense ratio, exit load and taxExpense ratio: 1.95%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementPranay Sinha
Mar 2021 - Present
View details
Education
Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta.
Experience
Prior to joining Nippon India Mutual Fund, he has worked with ABSLAMC, BNP Paribas Bank (October 2010 - August,2014) , Morgan Stanley Investment Management Pvt. Ltd. (March 2008 - October 2010) and ICICI Prudential Asset Management Co. Ltd. ( October 2005 - March 2008).
Also manages these schemes
Nippon India Gilt Securities Fund Direct Growth
Nippon India Gilt Securities Fund Direct Defined Maturity Date Growth
Nippon India Dynamic Bond Fund Direct Growth
Aditya Birla Sun Life Dynamic Bond Retail Fund Direct Growth
Aditya Birla Sun Life Banking & PSU Debt Fund Direct Growth
Aditya Birla Sun Life Government Securities Fund Direct Plan Growth
Aditya Birla Sun Life Income Fund Direct Growth
Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth
Aditya Birla Sun Life Regular Savings Fund Direct Growth
Aditya Birla Sun Life Floating Rate Direct Fund Growth
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme Direct Growth
Aditya Birla Sun Life Equity Savings Fund Direct Growth
Nippon India Retirement Fund Wealth Creation Scheme Direct Growth
Nippon IndiaRetirement Fund Income Generation Scheme Direct Growth
Nippon India Banking & PSU Debt Fund Direct Growth
Nippon India ETF Nifty 8 13 yr G Sec Long Term Gilt IDCW
Nippon India Nivesh Lakshya Fund Direct Growth
Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 Direct Growth
Sanjay Doshi
Jul 2020 - Present
View details
Education
ACA, MBA (Finance), Cleared CFA Level III
Experience
Prior to joining Nippon India AMC as Fund Manager - Equity, he was associated with RNLAM as Sr. Analyst Equity Investment (01-Feb-2011 to 01-Jan-2017), Macquarie Capital Securities (India) Pvt Ltd - Analyst Equity Research (Aug 2007 to Dec 2010), JP Morgan Services (India) Pvt Ltd - Associate Convertible Bonds Research (Sept 2005 to Jul 2007).
Also manages these schemes
Nippon India Growth Fund Direct Growth
Nippon India Vision Direct Growth
Nippon India Power & Infra Fund Direct Growth
Reliance Capital Builder Fund II Series B Direct Growth
Nippon India Retirement Fund Wealth Creation Scheme Direct Growth
Nippon IndiaRetirement Fund Income Generation Scheme Direct Growth
Kinjal Desai
May 2018 - Present
View details
Education
Ms. Desai is MSc(Economics)
Experience
Associate Equity Investements at NAM India Assisting Lead Analyst in Equity Research, idea generation and sector Monitoring., assisting Fund Managers in stock selection and monitoring of overseas investments.
Also manages these schemes
Nippon India Growth Fund Direct Growth
Nippon India Focused Equity Fund Direct Growth
Reliance Close Ended Equity Fund Series A Direct Growth
Reliance Close Ended Equity Fund Series B Direct Growth
Reliance Close Ended Equity Fund II Series A Direct Growth
Nippon India Strategic Debt Fund Direct Growth
Nippon India Japan Equity Fund Direct Growth
Reliance Capital Builder Fund II Series B Direct Growth
Nippon India Retirement Fund Wealth Creation Scheme Direct Growth
Nippon IndiaRetirement Fund Income Generation Scheme Direct Growth
Nippon India Banking & PSU Debt Fund Direct Growth
Nippon India Equity Savings Fund Direct Growth
Nippon India US Equity Opportunities Fund Direct Growth
Nippon India Capital Builder Fund IV Series A Direct Growth
Nippon India Capital Builder Fund IV Series B Direct Growth
Nippon India Capital Builder Fund IV Series C Direct Growth
Nippon India Capital Builder Fund IV Series D Direct Growth
Nippon India Nivesh Lakshya Fund Direct Growth
Nippon India India Opportunities Fund Series A Direct Growth
Nippon India Equity Savings Fund Segregated Portfolio 1 Direct Growth
Nippon India Strategic Debt Fund Segregated Portfolio 1 Direct Growth
Nippon India Equity Savings Fund Segregated Portfolio 2 Direct Growth
Nippon India Strategic Debt Fund Segregated Portfolio 2 Direct Growth
Nippon India Multi Asset Fund Direct Growth
Nippon India Flexi Cap Fund Direct Growth
Nippon India Taiwan Equity Fund Direct Growth
Nippon India Innovation Fund Direct Growth
Akshay Sharma
Dec 2022 - Present
View details
Also manages these schemes
Nippon India Quarterly Interval Fund Series III Retail Plan Direct Growth
Nippon India Arbitrage Fund Direct Growth
Nippon India Banking & Financial Services Fund Direct Growth
Nippon India Monthly Interval Fund Series II Retail Plan Direct Growth
Nippon India Monthly Interval Fund Series I Retail Plan Direct Growth
Nippon India Quarterly Interval Fund Series I Retail Plan Direct Growth
Nippon India Large Cap Fund Direct Growth
Nippon India Multi Cap Fund Direct Growth
Nippon India Floating Rate Fund Direct Growth
Nippon India Growth Fund Direct Growth
Nippon India Gilt Securities Fund Direct Growth
Nippon India Gilt Securities Fund Direct Defined Maturity Date Growth
Nippon India Vision Direct Growth
Nippon India Income Fund Direct Growth
Nippon India Quarterly Interval Fund Series II Retail Plan Direct Growth
Nippon India Focused Equity Fund Direct Growth
Nippon India Liquid Fund Direct Growth
Nippon India Low Duration Fund Direct Growth
Nippon India Money Market Fund Direct Growth
Nippon India Consumption Fund Direct Growth
Nippon India Hybrid Bond Fund Direct Growth
Nippon India Balanced Advantage Fund Direct Growth
Nippon India Dynamic Bond Fund Direct Growth
Nippon India Pharma Fund Direct Growth
Nippon India Power & Infra Fund Direct Growth
Nippon India Quant Fund Retail Direct Growth
Nippon India Small Cap Fund Direct Growth
Nippon India Credit Risk Fund Direct Growth
Nippon India Value Fund Direct Growth
Nippon India Equity Hybrid Fund Direct Growth
Nippon India Short Term Fund Direct Growth
Nippon India ELSS Tax Saver Fund Direct Growth
Nippon India Annual Interval Fund Series I Institutional Plan Direct Growth
Nippon India Corporate Bond Fund Direct Growth
Nippon India Strategic Debt Fund Direct Growth
Nippon India Japan Equity Fund Direct Growth
Nippon India Retirement Fund Wealth Creation Scheme Direct Growth
Nippon IndiaRetirement Fund Income Generation Scheme Direct Growth
Nippon India Banking & PSU Debt Fund Direct Growth
Nippon India Equity Savings Fund Direct Growth
Nippon India US Equity Opportunities Fund Direct Growth
Nippon India Ultra Short Duration Fund Direct Growth
Nippon India Nivesh Lakshya Fund Direct Growth
Nippon India Ultra Short Duration Fund Segregated Portfolio 1 Direct Growth
Nippon India Equity Hybrid Fund Segregated Portfolio 1 Direct Growth
Nippon India Equity Savings Fund Segregated Portfolio 1 Direct Growth
Nippon India Strategic Debt Fund Segregated Portfolio 1 Direct Growth
Nippon India Credit Risk Fund Segregated Portfolio 1 Direct Growth
Nippon India Hybrid Bond Fund Segregated Portfolio 1 Direct Growth
Nippon India Credit Risk Fund Segregated Portfolio 2 Direct Growth
Nippon India Equity Hybrid Fund Segregated Portfolio 2 Direct Growth
Nippon India Equity Savings Fund Segregated Portfolio 2 Direct Growth
Nippon India Strategic Debt Fund Segregated Portfolio 2 Direct Growth
Nippon India Hybrid Bond Fund Segregated Portfolio 2 Direct Growth
Nippon India Multi Asset Fund Direct Growth
Nippon India Flexi Cap Fund Direct Growth
Nippon India Taiwan Equity Fund Direct Growth
Fund house & investment objective
Nippon India Mutual Fund
Rank (total assets)#6 in India
Total AUM₹2,77,915.13Cr
Date of Incorporation30 Jun 1995
 Nippon India Retirement Fund Wealth Creation Scheme IDCW is a Solution Oriented Mutual Fund Scheme launched by Nippon India Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Sanjay Parekh, Anju Chajjer, Jahnvee Shah is the Current Fund Manager of Nippon India Retirement Fund Wealth Creation Scheme IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹2,77,915 Cr and the Latest NAV as of 08 Dec 2023 is ₹19.79.
The Nippon India Retirement Fund Wealth Creation Scheme IDCW is rated Very High risk. Minimum SIP Investment is set to ₹500.
;
Investment ObjectiveThe scheme seeks 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 benchmarkS&P BSE 500 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
4th Floor, Tower A, Peninsula Business Park,Ganapatrao Kadam Marg,Lower Parel (W), Mumbai 400013
Phone
022-68334800 / 18602660111
Launch Date
30 Jun 1995
E-mail
[email protected]
Website
www.nipponindiamf.com
Nippon India Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Nippon India Retirement Fund Wealth Creation Scheme IDCW
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	1Y	3Y	5Y	All
Fund returns	22.3%	21.0%	12.9%	9.9%
Category average	19.6%	19.2%	16.2%	NA
Rank with in category	19	13	37	NA

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	8.0%
Reliance Industries Ltd.	Energy	Equity	6.6%
ICICI Bank Ltd.	Financial	Equity	6.5%
Bosch Ltd.	Automobile	Equity	4.0%
Tata Consultancy Services Ltd.	Technology	Equity	3.9%
Larsen & Toubro Ltd.	Construction	Equity	3.4%
Axis Bank Ltd.	Financial	Equity	3.4%
Infosys Ltd.	Technology	Equity	3.0%
NTPC Ltd.	Energy	Equity	2.8%
State Bank of India	Financial	Equity	2.4%

Rank (total assets)	#6 in India
Total AUM	₹2,77,915.13Cr

Date of Incorporation	30 Jun 1995

Fund benchmark	S&P BSE 500 Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	2
Fund size	₹2,713.60Cr

Nippon India Retirement Fund Wealth Creation Scheme IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (54)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.95%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Pranay SinhaMar 2021 - PresentView details

Sanjay DoshiJul 2020 - PresentView details

Kinjal DesaiMay 2018 - PresentView details

Akshay SharmaDec 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Pranay Sinha
Mar 2021 - Present
View details

Sanjay Doshi
Jul 2020 - Present
View details

Kinjal Desai
May 2018 - Present
View details

Akshay Sharma
Dec 2022 - Present
View details