NIPPON INDIA RETIREMENT FUND-WEALTH CREATION SCHEME-BONUS PLAN BONUS OPTION
27.25
-0.39
as on 25-Apr-2025
SOLUTION ORIENTED
| RETIREMENT
3.91
1 YEAR RETURNS
14.34
3 YEAR RETURNS
25.76
5 YEAR RETURNS
500.0
Minimum Investment500.0
Minimum SIP Investment500.0
Additional PurchaseOption Type
Three Year NAV
Peer Comparison
| Peer Mutual Fund | Fundexpert Rating | Current Nav | 1yr Return | 3yr Return | 5yr Return | |
|---|---|---|---|---|---|---|
| ICICI PRUDENTIAL RETIREMENT FUND PURE EQUITY PLAN GROWTH | 5 | 29.1 | 4.11 | 17.5 | 31.38 | Buy |
| HDFC RETIREMENT SAVINGS FUND - EQUITY PLAN - REGULAR - GROWTH | 5 | 48.33 | 5.28 | 17.48 | 30.41 | Buy |
| SBI RETIREMENT BENEFIT FUND AGGRESSIVE PLAN - REGULAR PLAN GROWTH | 4 | 18.79 | 1.83 | 12.16 | NA | Buy |
| SBI RETIREMENT BENEFIT FUND CONSERVATIVE HYBRID PLAN - REGULAR PLAN GROWTH | 4 | 15.15 | 7.52 | 9.89 | NA | Buy |
| SBI RETIREMENT BENEFIT FUND AGGRESSIVE HYBRID PLAN - REGULAR PLAN GROWTH | 4 | 17.73 | 3.44 | 11.13 | NA | Buy |
Fund Portfolio
Top 5 Holdings
| S. No | Company | Net Assets |
|---|---|---|
| 1 | HDFC Bank Ltd | 10.07 |
| 2 | ICICI Bank Ltd | 6.29 |
| 3 | Reliance Industries Ltd | 6.14 |
| 4 | Infosys Ltd | 4.93 |
| 5 | Axis Bank Ltd | 4.85 |
Top 5 Sectors
| S. no | Sector Name | Net Assets |
|---|---|---|
| 1 | Banks - Private Sector | 19.88 |
| 2 | Banks | 10.07 |
| 3 | Refineries | 8.92 |
| 4 | Miscellaneous | 8.72 |
| 5 | Pharmaceuticals - Indian - Bulk Drugs & Formln | 5.0 |