Nippon India Retirement Fund - Income Generation Scheme - Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.31
• Std Deviation 4.64%
• Tracking Error 0.00%

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 155.68 crores & has delivered CAGR of 7.47% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.09%. 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 Low & Moderate respectively.

The top holdings of the fund include 7.06% Govt Stock 2046, 7.62% Govt Stock 2039, 8.13% Govt Stock 2045 & 7.26% Govt Stock 2033.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Computer Services.

Some of the similar funds are Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Growth, HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan, Nippon India Retirement Fund - Income Generation Scheme - Regular Growth, Bandhan Retirement Fund Regular Growth, Union Retirement Fund Regular Growth. Nippon India Retirement Fund - Income Generation Scheme - Regular Growth has a sharpe ratio of 0.31 & a standard deviation of 4.64%.