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Nippon India Retirement Fund-Wealth Creation(B)-Direct Plan

Nippon India Retirement Fund-Wealth Creation(B)-Direct Plan

Solution Oriented•Direct Growth•High Risk

+8.77%

5Y annualised

Solution OrientedDirect GrowthHigh Risk

+8.77%

5Y annualised

-0.70% 1D

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NAV : 22 Oct 2026

₹30.28

Min. SIP amount

Fund size (AUM)

2938 Cr

Expense ratio

0.98%

Launched on

11 Feb 2015

Lock-in period

Benchmark

Nifty 50

Fund Plan

Direct

NAV : 22 Oct 2026

₹30.28

Min. SIP amount

Fund size (AUM)

2938 Cr

Expense ratio

0.98%

Launched on

11 Feb 2015

Lock-in period

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

₹8,000

3M6M1Y3Y

Total investment

₹2,88,000

Would've become

₹3,30,785

Over the pastTotal investmentWould've becomeHistoric returnsReturns

3 months₹24,000₹24,355

+1.48%

6 months₹48,000₹49,251

+2.61%

1 year₹96,000₹1,00,717

+4.91%

3 years₹2,88,000₹3,30,785

+14.86%

Stock Allocation

Stock nameSectorAllocation

Hdfc Bank LimitedBank7.72%

Icici Bank LimitedBank6.89%

Axis Bank LimitedBank4.17%

Fund Composition

₹2938 Cr

Large Cap

58.56%

Mid Cap

26.20%

Small Cap

12.13%

Others

3.11%

Sector Allocation

₹2938 Cr

Bank

21.97%

Automobile & Ancillaries

8.73%

Finance

8.63%

Healthcare

7.32%

Power

6.74%

6.26%

Fmcg

5.05%

Crude Oil

4.14%

Others

30.49%

Returns vs rankings

Absolute returns

Name1Y3Y5Y

Fund returns------

Rank (Equity)

Exit load, stamp duty and tax

Exit load

No exit load

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

Pranay Sinha

Present

Ritesh Rathod

Present

Kinjal Desai

Present

Amber Singhania

Present

Similar/Peer Fund Comparison

Name1Y3Y5Y

Aditya Birla SL Retirement Fund-30(G)-Direct Plan

+5.39%+14.63%+10.86%

ICICI Pru Retirement Fund-Pure Debt Plan(G)-Direct Plan

+2.75%+6.24%+5.71%

Aditya Birla SL Retirement Fund-50 Plus-Debt Plan(G)-Direct Plan

+2.42%+5.65%+4.90%

ICICI Pru Retirement Fund-Hybrid Cons Plan(G)-Direct Plan

+1.82%+8.84%+8.11%

Aditya Birla SL Retirement Fund-50(G)-Direct Plan

+1.11%+7.40%+6.56%

Tata Retirement Sav Fund - Cons Plan(G)-Direct Plan

+0.17%+6.86%+6.02%

SBI Retirement Benefit Fund-Conservative Plan(G)-Direct Plan

+0.07%+6.14%+6.52%

UTI Retirement Fund-Direct Plan

-1.50%+8.15%+7.95%

Fund name

Aditya Birla SL Retirement Fund-30(G)-Direct Plan

+14.63%

ICICI Pru Retirement Fund-Pure Debt Plan(G)-Direct Plan

+6.24%

Aditya Birla SL Retirement Fund-50 Plus-Debt Plan(G)-Direct Plan

+5.65%

ICICI Pru Retirement Fund-Hybrid Cons Plan(G)-Direct Plan

+8.84%

Aditya Birla SL Retirement Fund-50(G)-Direct Plan

+7.40%

Tata Retirement Sav Fund - Cons Plan(G)-Direct Plan

+6.86%

SBI Retirement Benefit Fund-Conservative Plan(G)-Direct Plan

+6.14%

UTI Retirement Fund-Direct Plan

+8.15%

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Investment Adviser
SEBI Registration Number — INA000017639
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FAQs

Nippon India Retirement Fund-Wealth Creation(B)-Direct Plan is a part of Nippon Life India Asset Management Limited, it was incepted on 11 Feb 2015. This fund is managed by Pranay Sinha, Ritesh Rathod, Kinjal Desai and Amber Singhania. It is a Solution Oriented type of fund.

The current NAV of Nippon India Retirement Fund-Wealth Creation(B)-Direct Plan is ₹30.28 (as of 22 Oct 2026).

Nippon India Retirement Fund-Wealth Creation(B)-Direct Plan has delivered -8.77% in 1 year, 8.83% in 3 years, and 8.77% in 5 years (annualised).

The minimum SIP amount for Nippon India Retirement Fund-Wealth Creation(B)-Direct Plan is ₹--.

The expense ratio of Nippon India Retirement Fund-Wealth Creation(B)-Direct Plan is 0.98%.

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Nippon India Retirement Fund-Wealth Creation(B)-Direct Plan

SIP Calculator + Returns

Stock Allocation

Fund Composition

Sector Allocation

Returns vs rankings

Exit load, stamp duty and tax

Fund management

Similar/Peer Fund Comparison

About this fund

FAQs

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