Nippon India Retirement Fund Wealth Creation Scheme Direct Growth

Scheme code: INF204KA1B72 NAV value: ₹ 29.8980 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 19.68 52.59 39.09 25.46
3 year 15.34 24.61 20.46 13.97
5 year 13.29 21.91 17.32 14.42
7 year 11.44 14.68 13.15 11.99

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 39.09
3 year 7.63 16.87 13.32 20.46
5 year 12.6 19.62 15.37 17.32
7 year 10.81 15.2 13.42 13.15
10 year 9.81 13.99 12.12
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 39.09
3 year 7.94 17.89 14.14 20.46
5 year 13.28 20.23 15.93 17.32
7 year 10.62 15.28 13.42 13.15
10 year 10.08 14.47 12.61
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 39.09
3 year 9.26 19.51 15.7 20.46
5 year 14.45 21.69 17.28 17.32
7 year 11.07 15.88 13.98 13.15
10 year 10.64 15.2 13.25
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 39.09
3 year 9.84 20.48 16.73 20.46
5 year 15.2 22.82 18.38 17.32
7 year 11.31 16.28 14.37 13.15
10 year 11.16 15.89 13.85
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 39.09
10 year 4.92 20.34 12.6

Rolling return for 1 year

Average return: 39.09%
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.15 19.68 24.15 19.68 2.23 21.92 01-2024 01-2025
29.35 27.57 35.86 21.46 5.13 28.56 12-2023 12-2024
36.11 33.14 42.72 26.97 5.67 34.74 11-2023 11-2024
39.66 42.33 49.74 32.75 6.08 41.12 10-2023 10-2024
40.8 41.94 46.73 36.2 3.74 41.42 09-2023 09-2024
39.05 44.11 47.59 35.77 4.55 41.63 08-2023 08-2024
45.88 44.03 51.49 38.69 4.57 45.02 07-2023 07-2024
35.19 45.54 52.59 28.95 9.13 40.57 06-2023 06-2024
41 43.85 49.47 35.7 4.97 42.5 05-2023 05-2024
45.58 45.99 51.13 40.63 3.72 45.83 04-2023 04-2024
44.57 43.78 51.79 36.94 5.26 44.27 03-2023 03-2024
40.88 42.14 46.62 36.58 3.58 41.56 02-2023 02-2024

Rolling return for 3 year

Average return: 20.46%
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.51 16.59 19.51 16.59 1.46 18.05 01-2022 01-2025
20.08 19.78 22.06 17.83 1.5 19.94 12-2021 12-2024
17.86 17.17 19.74 15.34 1.57 17.53 11-2021 11-2024
18.04 18.56 20.82 15.83 1.77 18.31 10-2021 10-2024
20.65 20.74 22.32 19.09 1.14 20.7 09-2021 09-2024
20.95 21.16 23.37 18.78 1.62 21.06 08-2021 08-2024
23.05 23.3 24.61 21.76 1.01 23.18 07-2021 07-2024
19.09 22.67 23.99 17.82 2.52 20.89 06-2021 06-2024
22.1 21.52 24.49 19.18 1.89 21.82 05-2021 05-2024
22.25 22.1 23.78 20.59 1.13 22.18 04-2021 04-2024
20.75 20.46 22.73 18.52 1.49 20.62 03-2021 03-2024
21.81 20.54 23.44 18.94 1.65 21.18 02-2021 02-2024

Rolling return for 5 year

Average return: 17.32%
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.98 17.05 17.98 17.05 0.46 17.52 01-2020 01-2025
18.28 18.61 19.44 17.45 0.71 18.44 12-2019 12-2024
17.26 17.93 18.37 16.81 0.6 17.59 11-2019 11-2024
19.38 19.24 21.05 17.58 1.23 19.31 10-2019 10-2024
20.9 19.83 21.91 18.85 1.15 20.37 09-2019 09-2024
19.96 20.27 21.4 18.85 0.91 20.12 08-2019 08-2024
18.86 17.61 19.76 16.72 1.16 18.24 07-2019 07-2024
14.58 16.43 17.39 13.64 1.48 15.51 06-2019 06-2024
15.73 15.08 17.09 13.74 1.21 15.41 05-2019 05-2024
14.37 14.72 15.23 13.86 0.5 14.54 04-2019 04-2024
15.05 14.4 16.18 13.29 1.05 14.73 03-2019 03-2024
16.05 16.02 16.98 15.09 0.67 16.04 02-2019 02-2024

Rolling return for 7 year

Average return: 13.15%
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.22 11.44 12.22 11.44 0.39 11.83 01-2018 01-2025
12.85 12.76 13.65 11.97 0.59 12.81 12-2017 12-2024
12.42 12.56 13.18 11.8 0.49 12.49 11-2017 11-2024
13.13 13.48 14.26 12.35 0.69 13.3 10-2017 10-2024
14 13.89 14.68 13.22 0.52 13.95 09-2017 09-2024
13.56 13.93 14.53 12.96 0.57 13.74 08-2017 08-2024
14.01 13.82 14.63 13.21 0.51 13.92 07-2017 07-2024
12.35 14.01 14.31 12.06 0.99 13.18 06-2017 06-2024
12.93 13.3 13.87 12.36 0.55 13.12 05-2017 05-2024
12.98 13.13 13.58 12.53 0.38 13.06 04-2017 04-2024
12.98 13.22 13.77 12.43 0.48 13.1 03-2017 03-2024
13.17 13.36 13.82 12.72 0.39 13.27 02-2017 02-2024