Nippon India Retirement Fund-Wealth Creation(G)-Direct Plan
+11.07%
5Y annualised
+11.07%
5Y annualised
-0.13% 1D
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NAV : 10 Sep 2026
₹32.15
Min. SIP amount
₹500
Fund size (AUM)
3127 Cr
Expense ratio
0.98%
Launched on
11 Feb 2015
Lock-in period
5Y
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 10 Sep 2026
₹32.15
Min. SIP amount
₹500
Fund size (AUM)
3127 Cr
Expense ratio
0.98%
Launched on
11 Feb 2015
Lock-in period
5Y
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
61.21%
Mid Cap
24.48%
Small Cap
11.84%
Others
2.48%
Sector Allocation
Bank
22.25%
Finance
9.02%
It
8.48%
Automobile & Ancillaries
8.23%
Healthcare
6.62%
Power
5.42%
Fmcg
4.87%
Crude Oil
4.19%
Others
29.44%
Minimum investments
Returns vs rankings
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
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FAQs
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