Nippon India Retirement Fund Wealth Creation Scheme Direct Growth

Scheme code: INF204KA1B72 NAV value: ₹ 30.8550 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-0.08	52.59	29.26	20.32
3 year	4.01	32.94	18.67	13.44
5 year	-1.51	29.57	10.94	12.17
7 year	7.10	14.87	11.37	11.88
10 year	10.63	11.99	11.35	13.02

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	29.26
3 year	6.28	33.32	15.79	18.67
5 year	3.54	26.02	13.5	10.94
7 year	3.33	15.62	11.71	11.37
10 year	3.49	17.22	10.6	11.35
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	29.26
3 year	9.08	58.7	29.31	18.67
5 year	3.67	48	18.04	10.94
7 year	3.8	31.03	14.14	11.37
10 year	3.8	28.93	12.39	11.35
12 year	3.63	26.65	12.59
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	29.26
3 year	7.68	33.37	17.09	18.67
5 year	2.35	27.63	13.51	10.94
7 year	3.76	16.01	12.07	11.37
10 year	3.56	16.94	10.92	11.35
12 year	3.31	16.54	11.01
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	29.26
3 year	8.04	34.46	18.26	18.67
5 year	3.37	28.64	14.21	10.94
7 year	3.97	16.42	12.41	11.37
10 year	3.53	17.72	11.22	11.35
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 29.26% - Median return: 35.45% - Average standard deviation: 5.2

Rolling return for 3 year

- Average return: 18.67% - Median return: 19.58% - Average standard deviation: 1.98

Rolling return for 5 year

- Average return: 10.94% - Median return: 10.39% - Average standard deviation: 1.01

Rolling return for 7 year

- Average return: 11.37% - Median return: 11.22% - Average standard deviation: 0.64

Rolling return for 10 year

- Average return: 11.35% - Median return: 11.31% - Average standard deviation: 0.44

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,14,184	1,14,184	9.52
3 year	36,00,000	47,95,029	11,95,029	10.03
5 year	60,00,000	84,82,549	24,82,549	7.17
7 year	84,00,000	1,38,19,923	54,19,923	7.37
10 year	1,20,00,000	2,40,46,243	1,20,46,243	7.20

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	9.52
3 year	7.3	10.03
5 year	7.48	7.17
7 year	6.39	7.37
10 year	5.95	7.2

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	9.52
3 year	20.64	10.03
5 year	13	7.17
7 year	9.48	7.37
10 year	7.99	7.2

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	9.52
3 year	8.22	10.03
5 year	7.77	7.17
7 year	6.6	7.37
10 year	6.23	7.2

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	9.52
3 year	8.71	10.03
5 year	8.22	7.17
7 year	6.82	7.37
10 year	6.47	7.2

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,14,184 - Absolute Returns: ₹1,14,184 - CAGR: 9.52%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,95,029 - Absolute Returns: ₹11,95,029 - CAGR: 10.03%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹84,82,549 - Absolute Returns: ₹24,82,549 - CAGR: 7.17%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,38,19,923 - Absolute Returns: ₹54,19,923 - CAGR: 7.37%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,40,46,243 - Absolute Returns: ₹1,20,46,243 - CAGR: 7.2%