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Nippon India Retirement Fund - Wealth Creation Scheme - Direct Plan - Growth

  • Regular
  • Direct
Category : Retirement Fund

Returns (NAV as on 02nd August, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 26-Jul-21 10111.00 1.11% - 0.17% 6/24
1 Month 02-Jul-21 10369.40 3.69% - 1.93% 4/25
3 Month 30-Apr-21 11441.50 14.41% - 7.40% 3/25
6 Month 02-Feb-21 11703.90 17.04% - 12.43% 3/21
YTD 01-Jan-21 12140.70 21.41% - 11.33% 3/21
1 Year 31-Jul-20 15187.80 51.88% 51.53% 28.79% 3/21
2 Year 02-Aug-19 13432.80 34.33% 15.88% 15.58% 9/18
3 Year 02-Aug-18 12407.80 24.08% 7.45% 11.16% 10/10
5 Year 02-Aug-16 16341.80 63.42% 10.32% 11.82% 5/10
Since Inception 11-Feb-15 17748.80 77.49% 9.26% 13.12% 20/25

SIP Returns (NAV as on 02nd August, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 31-Jul-20 12000 15077.12 25.64 % 50.69 %
2 Year 02-Aug-19 24000 32636.49 35.99 % 32.68 %
3 Year 02-Aug-18 36000 47936.88 33.16 % 19.5 %
5 Year 02-Aug-16 60000 82063.52 36.77 % 12.47 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.86% 3.69% 14.42% 17.04% 21.97% 51.53% 15.88% 7.45% 10.32%
Nifty 50 0.77% 1.04% 8.57% 8.45% 13.61% 42.66% 20.16% 12.19% 12.99%
Benchmark: S&P BSE 500 TRI 0.86% 2.54% 11.97% 15.32% 20.82% 54.36% 25.93% 14.35% 15.08%
Category Average 0.43% 2.02% 7.87% 9.55% 11.83% 28.98% 16.07% 11.33% 11.94%
Category Rank 2/25 4/25 3/25 3/21 3/21 3/21 9/18 10/10 5/10
Best in Category 1.06% 7.14% 20.88% 29.03% 36.30% 73.07% 33.20% 19.48% 18.46%
Worst in Category 0.03% -0.15% 1.22% 2.23% 1.35% 3.57% 5.62% 7.45% 7.87%

Best Quarters

Period This Fund Nifty 50 S&P BSE 500 TRI Category Average
Q2 - 2020 23.63% 24.82% 25.25% 7.36%
Q4 - 2020 20.76% 22.46% 21.69% 7.98%
Q1 - 2017 13.32% 12.16% 14.08% 8.86%

Worst Quarters

Period This Fund Nifty 50 S&P BSE 500 TRI Category Average
Q1 - 2018 -5.11% -2.14% -4.29% -2.59%
Q1 - 2020 -35.88% -29.43% -29.29% -11.24%
Q3 - 2019 -6.62% -3.30% -3.71% 0.94%

Forum

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