- Mutual Funds
- Nippon India Mutual Fund
- Nippon India Retirement Fund - Income Generation Scheme (G)
Nippon India Retirement Fund - Income Generation Scheme (G)
₹ 19.7448
NAV (Oct 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 19.7448
NAV (Oct 15)
Fund Returns
Last 1Y | 15.9% |
Last 3Y | 7.8% |
Last 5Y | 8.3% |
Last 10Y | NA |
Since Inception | 7.3% |
6 Month CAGR | 8% |
Scheme Information
The 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.
Expense Ratio | 2.1 |
Launched (0y ago) | 2.1 |
AUM in Crores | 163.7 |
ISIN | INF204KA1C22 |
Lock-in | 1825 |
Benchmark | CRISIL Hybrid 85+15 Conservative Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 4.7 |
Beta | 0.7 |
Sharpe Ratio | 0.6 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Retirement Fund - Income Generation Scheme (G) | 8,95,289 | 1,62,677 | 8.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
GOI
27.6%GOI
16.1%GOI
14.4%GOI
9.3%GOI
4.4%Allocation by Sector
Financial
5.5%Technology
2.8%Energy
2.2%Automobile
2.1%Capital Goods
2.1%Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,200 cr | ||
₹ 2,123 cr | ||
₹ 26,417 cr | ||
₹ 4,523 cr | ||
₹ 8,029 cr |
About the AMC
Nippon India Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6% | 6.9% | ||
7.2% | 8.9% | ||
15.7% | 20.9% | ||
19.5% | 13.6% | ||
15.1% | 8.3% |
Nippon India Retirement Fund - Income Generation Scheme (G) Review
Nippon India Retirement Fund - Income Generation Scheme (G) is a Retirement Fund Others fund and has delivered an annualised return of 7.278% over a period of 9 years. The fund is managed by Nippon India Mutual Fund. The fund managers are Ashutosh Bhargava, Kinjal Desai, Pranay Sinha, Sanjay Doshi.
Nav of Nippon India Retirement Fund - Income Generation Scheme (G) as of 10/15/2024 is ₹19.74 with the total AUM as of 10/16/2024 is ₹163.6723. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Retirement Fund - Income Generation Scheme (G) was launched on 2015-02-11. The category risk of the fund is High.
The minimum SIP amount for Nippon India Retirement Fund - Income Generation Scheme (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Nippon India Retirement Fund - Income Generation Scheme (G)?
How to invest in Nippon India Retirement Fund - Income Generation Scheme (G)?
You can invest in Nippon India Retirement Fund - Income Generation Scheme (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Nippon India Retirement Fund - Income Generation Scheme (G)?
The minimum sip amount for Nippon India Retirement Fund - Income Generation Scheme (G) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Retirement Fund - Income Generation Scheme (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Nippon India Retirement Fund - Income Generation Scheme (G)?
The expense ratio of the Nippon India Retirement Fund - Income Generation Scheme (G) is 2.1% for regular plan.
What is the NAV of Nippon India Retirement Fund - Income Generation Scheme (G)?
Today's Nippon India Retirement Fund - Income Generation Scheme (G) NAV is ₹19.74.