Nippon India Retirement Fund - Income Generation Scheme - Regular Growth

About Fund

The investment objective of the scheme is 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. However, there can be no assurance or guarantee that the investment objective of the Scheme will be achieved.

The Nippon India Retirement Fund - Income Generation Scheme - Regular Growth has an AUM of 144.07 crores & has delivered CAGR of 5.44 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.11%. The minimum investment in Nippon India Retirement Fund - Income Generation Scheme - Regular Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & Moderate respectively.

The fund has a present cash holding of %. The top holdings of the fund include 7.06% Govt Stock 2046, 6.68% Govt Stock 2040, 8.13% Govt Stock 2045, Triparty Repo.

The major sectors where the fund is invested are Regional Banks, Auto & Truck Parts, Oil & Gas Operations, Construction Services.

Some of the similar funds are Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Growth, Tata Retirement Savings Conservative Fund Growth, SBI Retirement Benefit Fund - Conservative Plan Regular Growth, HDFC Retirement Fund - Hybrid Debt Plan - Regular Plan, Nippon India Retirement Fund - Income Generation Scheme - Regular Growth. Nippon India Retirement Fund - Income Generation Scheme - Regular Growth has a sharpe ratio of 0.01 & a standard deviation of 5.21%.